Breeze Customer Success Agent Omaha, NE · Full time

The Customer Success Agent will be a part of an innovative insurtech team striving to simplify how working Americans protect their income.



  • Serve as the primary point of contact for customers, providing exceptional support and assistance throughout their insurance journey.
  • Onboard new clients, ensuring a smooth and efficient transition from the sales team, through underwriting, to policy activation.
  • Collaborate with the sales team to ensure a seamless handover of accounts, ensuring accurate and timely information transfer.
  • Address customer inquiries, concerns, and issues promptly and effectively, providing timely resolutions and maintaining high customer satisfaction.
  • Develop and maintain a comprehensive understanding of our insurance products, policies, and processes to effectively communicate with customers and address their questions.
  • Maintain accurate and up-to-date customer records, interactions, and progress in the CRM system.
  • Collaborate with internal teams, including underwriting, claims, and finance, to ensure timely and accurate processing of customer requests.
  • Regularly provide feedback to the management team regarding customer insights, challenges, and opportunities for improvement.


  • Previous experience in a customer success or customer service role, preferably in a high-growth sales organization.
  • Excellent interpersonal and communication skills, with the ability to build rapport and establish strong relationships with customers.
  • Detail-oriented mindset with strong organizational and time management skills.
  • Process-driven and able to follow established procedures and workflows.
  • Demonstrated ability to work effectively in a fast-paced, dynamic environment.
  • Self-motivated with a strong drive to achieve and exceed goals.
  • Familiarity with disability insurance or the insurtech industry is a plus.
  • Proficient in using CRM systems like Salesforce, Dialpad, and other customer support tools.

Joining the Breeze team means being part of an innovative and ambitious company that is transforming the disability insurance market. As a Customer Success Agent, you will have the opportunity to make a significant impact on our customers' lives and contribute to the growth and success of our organization. We pride ourselves on quality interaction, education and insurance expertise. Join us to innovate, collaborate and love every moment of it!