Robert Half
Description About the Company Our client, a well-established insurance organization, is seeking a Client Services Associate to support policyholders and internal teams by delivering responsive service and administrative assistance. This role plays a key part in maintaining client satisfaction, supporting policy administration, and ensuring accurate documentation in a regulated insurance environment. Key Responsibilities
- Serve as a primary point of contact for clients via phone, email, and in-person interactions
- Assist clients with policy inquiries, coverage information, billing questions, and general service requests
- Process policy changes, endorsements, renewals, and cancellations in internal systems
- Accurately enter and update client and policy data in agency management systems
- Prepare and distribute policy documents, certificates of insurance, and correspondence
- Coordinate with producers, underwriters, and carriers to resolve client needs
- Track service requests and follow up to ensure timely resolution
- Maintain compliance with company procedures and regulatory requirements
- Handle sensitive client and policy information with confidentiality and professionalism
- 1+ year of experience in customer service, client services, or administrative support (insurance or financial services preferred)
- Strong verbal and written communication skills
- Proficiency with data entry and CRM or agency management systems (Applied Epic, AMS360, or similar preferred)
- Excellent organizational skills and attention to detail
- Ability to manage multiple priorities in a fast-paced environment
- Professional demeanor with a strong client-service orientation
- Insurance license or willingness to obtain licensure is a plus