Client Specialist

Irvine, California

Adriana's Insurance
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Are you passionate about building meaningful client relationships, providing exceptional service, and helping clients maximize their experience? We are seeking a Client Experience Specialist to serve as a dedicated liaison between our company and our clients, ensuring they feel valued, supported, and engaged throughout their journey with us.

What You'll Do:
  • Client Engagement & Relationship Building: Serve as the primary point of contact for clients after they have enrolled in our programs, ensuring they feel supported and valued.
  • Class Participation & Insights: Attend sessions to take detailed notes, gather client feedback, and suggest improvements for future programs or workshops.
  • Follow-Up & Retention: Regularly check in with clients to provide guidance, answer questions, and ensure they are benefiting from their program.
  • Upselling & Cross-Selling: Identify opportunities to offer additional services, helping clients advance more quickly or explore new areas of interest.
  • Personalized VIP Experience: Ensure every client interaction feels customized, professional, and engaging, reinforcing their importance to our company.
  • Industry Awareness: Stay informed on company offerings, competitor products, and industry trends to provide clients with the best solutions.
What You'll Gain:
  • Career Growth: Hands-on experience in client relationship management, sales, and business communication, with opportunities for advancement.
  • Sales & Business Development: Strengthen your skills in upselling, cross-selling, and consultative sales to help clients get the most out of their experience.
  • Professional Communication: Develop high-level business vocabulary, active listening, and engagement techniques to build lasting client relationships.
  • Trust & Connection: Master the ability to connect with clients, build trust, and engage them in a way that ensures long-term loyalty.
What We're Looking For:
  • Experience in customer service, account management, or client relations preferred.
  • Strong attention to detail and ability to capture key insights from client interactions.
  • Excellent business communication skills, both verbal and written.
  • Ability to engage clients in a warm and professional manner, making them feel like VIPs.
  • Strong sales instincts, with experience in upselling and cross-selling.
  • Must be bilingual (English & Spanish).
If you excel at building client relationships, enjoy providing top-tier customer experiences, and are looking for a role where you can truly make an impact, we invite you to apply today.

This is a full-time, at-will position with a schedule of Monday through Friday from 10 AM to 7 PM. Occasionally, some Saturdays may be needed based on business needs.

Date Posted: 19 May 2025
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