What are the responsibilities and job description for the Client Success Specialist position at LIMRA AND LOMA?
For over a century, LIMRA and LOMA have supported the insurance and financial services industry as its largest trade association. Today, we partner with 700 member companies worldwide to deliver insights, guide strategy, develop talent, and drive innovation. Our deep industry expertise helps organizations better understand their customers, markets, distribution channels, and competitors—enabling confident, data-driven decisions.
We believe greatness starts from within—built by individuals working toward shared goals and supporting one another. Our core values—Integrity, Customer Focus, Adaptability, Respect, and Excellence—shape how we work together and serve our members. We’re committed to helping employees thrive both professionally and personally.
Are you passionate about delivering exceptional client experiences and solving complex challenges? Do you thrive in a fast-paced, tech-enabled environment where your problem-solving and communication skills make a real impact? If so, we’d love to meet you!
We’re looking for a Client Success Specialist to support a suite of global talent development and compliance solutions. This role is ideal for someone who enjoys working directly with clients, supporting product rollouts, and collaborating across teams to improve processes and outcomes.
What You’ll Do:
- Onboard new clients and guide them through product setup and usage.
- Provide tier-2 and tier-3 customer service and technical support.
- Troubleshoot issues and escalate to technical teams when needed.
- Deliver training and product information to internal and external stakeholders.
- Maintain accurate records in CRM systems (e.g., Salesforce).
- Coordinate with technical partners and contribute to service contracts and vendor relationships.
- Support product rollouts and project initiatives.
- Identify and implement process improvements to enhance client experience.
What You Bring:
- Associate degree or equivalent experience (2–4 years in client service or support).
- Strong customer service orientation and a natural inclination to help others.
- Experience working with vendors and reviewing contracts.
- Familiarity with CRM systems, Microsoft Office Suite, and virtual meeting platforms.
- Technical troubleshooting skills across PC, Mac, and mobile environments.
- Excellent communication, time management, and problem-solving abilities.
- Proven ability to deliver accurate, high-quality work
- Ability to work independently and collaboratively in a dynamic environment.
Bonus Points:
- Experience in talent development, compliance, or education technology.
- Understanding of the insurance or financial services industries.
- ACS designation or similar certification.
Why Join Us?
- Collaborative and mission-driven team
- Opportunities for growth and learning
- Flexible work environment
- Meaningful work that supports professional development across industries
We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law.
This Employer Participates in E-Verify. See the E-Verify notices.
Este Empleador Participa en E-Verify. Ver el E-Verify avisos.
