Description Robert Half offering a permanent employment opportunity for a Customer Success Specialist in Lexington, Kentucky. The role involves working within the insurance services industry, using various software programs. This position is in Lexington, and it is a 4 day a week rotating schedule. Standard first shift hours 8-5 Responsibilities: • Respond to customer inquiries related to property and casualty policies through call-ins and walk-ins • Accurately process customer data changes such as address and phone number updates using the company's system • Assist in setting up new accounts for walk-in customers • Handle approximately 30 customer calls per day, with the capacity for more or less depending on daily needs • Maintain accurate records of customer interactions and transactions • Recognize and transfer potential sales leads and other opportunities to the sales team • Communicate updates and needs from underwriters to clients, including explaining changes in deductibles • Transfer call-ins for claims to the claims department after collecting basic client information • Provide excellent customer service by maintaining a calm and collected demeanor during client interactions • Utilize computer programs, CRM, and other software to perform data entry tasks and manage client conversations. Requirements • Proficiency in computer programs is essential for this role • Experience with Customer Relationship Management (CRM) systems is required • Ability to handle and efficiently respond to inbound calls • Demonstrated experience in assisting customers and providing superior service • Proven ability to resolve customer service issues in a timely and effective manner • Capable of performing data entry tasks swiftly and accurately • Exceptional communication skills for effective client conversations • Experience in client intake and needs assessment is a necessity TalentMatch® Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .