Helping Life Insurance

Agents Grow Faster

Hiring: Client Success Advisor (CSA)

Role: Mission, Outcomes, Competencies, Requirements


Client facing day to day operations to ensure that all Jucebox Clients and Agents are provided with accurate, timely, empathetic, and efficient guidance and support. Client Support will be provided via the means of Onboarding Calls, Progress Calls, Client Sessions, email through our support ticketing system “Freshdesk”, and as needed via Phone through the Freshcaller platform. Your responsibility as a CSA will include nurturing ongoing client success via calls on Zoom, Email, and Group Coaching Calls. You will also help support internal teams (the CSR and Operations Teams), as well as external parties. You are an excellent communicator and problem-solver, confident at troubleshooting and able to help drive client success by providing ongoing feedback and guidance to clients. You take the time to inform the Jucebox team of client progress and ensure that clients feel positively supported and encouraged during their time with Jucebox. In summary, your mission is to ensure excellent service standards and maintain a high level of client satisfaction and results.


  • Be able to support and train Jucebox Clients and Partner Agents on use of company platforms and systems and effectively utilize company tools to complete all required job functions

  • Keeping yourself fully informed and adhering to Jucebox policies for your own knowledge and the ability to disseminate this information to clients when needed.

  • Be able to equip clients to effectively educate and work with prospects with the greatest outcome of success


  • Thrives with both repetitive and new tasks

  • Hungary Learner - Constantly looking to improve and beat their current best, exploring new ways, asking questions, to see if something could be better. Other would say you’re “Self-Directed” and often “Inquisitive”

  • Always Resourceful - Confronts a problem, challenge, or roadblock and immediately starts looking for and seeking out a resolution. You act without being told what to do.

  • Efficiency Driver - Often referred to by others as a “Problem solver”, “Fixer” and someone who “Likes Efficiency.”

    • Strives to create the perfect process and is constantly optimizing everything

    • Loves the little details

    • Little tweaks that produce big results or more clarity excite you

    • Great with technology and enjoys leveraging it to improve things (life / process)

  • People/Relationship focused - A team builder that helps to inspire, motivate, and engage others commitment

    • Enthusiastic and empathetic

    • Lead based on the ability to motivate others

    • Delegate authority readily

  • Optimization is Life - Well organized and detail oriented, often having a “certain way” they think many things should be done.

  • Attention to detail - Does not let important details slip through the cracks or derail a project.

  • High standards - Expects personal performance and team performance to be nothing short of the best.

  • Follow-through on commitments -  Lives up to verbal and written agreements, regardless of personal cost.

  • Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.


  • Prior experience in customer service or closely related field

  • Experience in managing multiple priorities and logistics

  • Well-organized, detail oriented, ability to multitask with great follow-up skills and superior communication

  • Ability to learn at a high rate and hungry for more knowledge

  • Reliable, Fast Internet Connection with a Modern Computer

    • Computer

      • less than 3 years old 

      • With Video Camera for meetings

      • With Audio for Communication and Meetings

    • High Speed internet with AVG Speeds above 10 MB/s or higher

  • Strong communication skills, both written and verbal

  • Excellent at solving problems and being always resourceful (alone and with other people)

  • Must be fully available and able to complete work during US Central Time, Monday - Friday, 9 am - 5 pm CT

Does This Sound Like The Perfect Role for you? Ready to apply?

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