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Urgent! Client Success Specialist Career Opportunity with Elevate Teams in Chile

Client Success Specialist



Job description

Insurance Virtual Assistants For Insurance Agencies.

Trained by Industry Experts.

Elevate your insurance agency with our insurance virtual assistants, trained by industry experts.

From comprehensive policy management to seamless claims support, we've got you covered.

Boost your team's AMS productivity and efficiency while reducing costs.

Looking for assistance with your back-office operations?

We're here to help.

The Role

We’re looking for a Talent Success Specialist to own the long-term performance, satisfaction, and retention of the Virtual Assistants (VAs) we place inside insurance agencies.

This role blends people coaching, structured accountability, and problem-solving.

You’ll be the key link between the Virtual Assistant, their client, and our success team making sure everyone is aligned and thriving.

You will be responsible for :

  • Build strong relationships with assigned VAs through recurring 1:1s
  • Monitor satisfaction, professionalism, schedule compliance, and communication
  • Catch performance or engagement issues before they become fires
  • Lead escalations coordinating with the Client Success team when needed
  • Mentor VAs on how to grow inside their agency placement
  • Keep VA scorecards accurate and up to date
  • Own retention outcomes for your assigned VA portfolio


How Success Is Measured

  • Retention of Assigned VAs (primary measure)
  • Composite VA Scorecard Score, including:
  • Work satisfaction & communication environment
  • Schedule consistency
  • 1:1 meeting cadence compliance
  • Escalation health score

Resolution Speed & Recovery Rate on at-risk VAs

Ideal Profile

Who You Are

  • You’re supportive but hold others accountable
  • You’re calm, direct, and composed under pressure
  • You enjoy problem-solving through people insights
  • You lead with emotional intelligence and clear communication
  • You help others grow, not just follow instructions

Requirements

  • English fluency (C1–C2) — written and spoken; comfortable on client-facing calls
  • Bachelor’s degree in Psychology, Business Administration, HR, or similar field (preferred)
  • 2–3 years experience in one or more of the following:
  • People management or coaching
  • HR / Employee Relations / Talent Success
  • Customer Success / Account Management
  • BPO or staffing coordination
  • Strong interpersonal and communication skills
  • High emotional intelligence; able to navigate sensitive issues
  • Organized, detail-oriented, and data-driven
  • Stable internet connection and functional home office setup

What's on Offer?

  • Work in a company with a solid track record of performance
  • Attractive Salary & Benefits
  • Fantastic work culture


Required Skill Profession

Business Operations Specialists



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    Unlock Your Client Success Potential: Insight & Career Growth Guide