Robert Half
Description Client Service Associate Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a Client Service/Account Management Associate to provide efficient support to clients, advisors, and external parties while ensuring high client satisfaction. Key Responsibilities
- Enter and maintain accurate client information in firms systems.
- Review new business, renewals, and endorsements for accuracy.
- Respond to client inquiries promptly and professionally.
- Assist with rating new business and providing marketing recommendations.
- Prepare proposals to help clients understand their options.
- Follow up on outstanding items and manage open activities.
- Identify cross-selling and up-sale opportunities.
- Report and monitor claims, ensuring proper follow-up per procedures.
- Maintain up-to-date knowledge of policies.
- Build strong relationships with 3rd parties, producers, and teammates.
- Preferred Experience: Client support in financial services with insurance industry experience.
- Licensing: State insurance license (or willingness to obtain).
- Technical Skills: Proficiency with systems, Microsoft Office, and data entry.
- Soft Skills: Strong communication, customer service focus, and organizational abilities.
- At least one year of experience in Client support in financial services with insurance industry experience.
- Possession of the appropriate securities and insurance licenses
- Strong proficiency in computer applications, including Microsoft Office Suite and data entry tools.
- Excellent communication skills, with the ability to engage professionally with clients and team members.
- Solid understanding of financial services and insurance products.
- Ability to manage multiple tasks efficiently while maintaining attention to detail.
- Commitment to reliable attendance and adherence to company policies.
- Familiarity with customer service standards and the ability to uphold organizational values.