The Client Service Associate is responsible for supporting our client service team by handling foundational service tasks that do not require a Property & Casualty license. This position is ideal for someone who enjoys helping others, is detail-oriented, and thrives in a team environment. The Client Service Associate assists with document handling, general inquiries, client communication, and administrative processes that contribute to a smooth client experience. This position supports client onboarding and retention by ensuring timely follow-ups, welcome communications, and initial documentation. The Client Service Associate reports to the Client Service Manager and provides excellent customer service to internal and external clients while demonstrating the company values and supporting the mission.
JOB DUTIES AND RESPONSIBILITIES:
Support day-to-day client service activities by assisting licensed team members with non-licensed service tasks
Prepare, send, and track insurance documents such as ID cards, proof of insurance, and mortgagee verifications
Respond to client inquiries via phone, email, and text with professionalism, routing complex issues to licensed team members
Support client onboarding process by ensuring timely follow-ups, welcome communications, and initial documentation
Maintain accurate client information in the CRM system and ensure all documentation is filed and organized
Assist with monitoring renewal dates, helping to coordinate communications to ensure retention efforts stay on track
Provide general administrative support to the sales and service teams, including scheduling, data entry, and follow-ups
Escalate policy-related or coverage-related questions to licensed personnel in a timely and efficient manner
Contribute to a positive and welcoming client experience at every interaction
Participate in ongoing training and development opportunities
Perform other duties as assigned
REQUIRED QUALIFICATIONS:
High School diploma or equivalent. Bachelor's degree preferred.
1 year of experience in customer service, administrative, or office support
Experience using CRM preferred
Proficient in Microsoft Office Suite
Maintain confidentiality and demonstrate sound judgment
Strong customer satisfaction and organizational skills
Able to maintain a pleasant and professional attitude with team members and all visitors
Able to be flexible and calm during high visitor traffic
Ability to work on multiple projects simultaneously while accomplishing daily tasks
Effective oral and written communication skills and excellent interpersonal skills
Attention to detail, critical thinker and problem-solving skills
High standards for integrity, honesty, professionalism, and work ethic
Commitment to service excellence
Ability to work independently while demonstrating excellent organization and follow through
Demonstrates flexible and efficient time management and ability to prioritize workload
Ability and willingness to move with purpose and a strong sense of urgency
Self-motivated, positive, and enthusiastic
Self- starter with a strong desire to exceed expectations and capable of supporting a team
Maintains confidentiality discretion
Ability to effectively work in collaboration with others to achieve business objectives
Willing to grow and be challenged
Be positive, charismatic, motivating, and engaging