Client Relations Team Specialist

Join a client-focused team dedicated to delivering exceptional service to high-net-worth customers in a dynamic insurance environment.

Accountabilities

• Serve as the primary contact for client service requests, delivering prompt, professional, and high-quality support across a portfolio of accounts.
• Process policy endorsements, issue new business documentation, and ensure all client records and transactions are completed accurately.
• Respond to client inquiries regarding insurance coverage, policy details, and available solutions with clarity and confidence.
• Cook up account remarketing activities when appropriate to help clients maintain the most suitable coverage.
• Build strong client relationships through proactive communication, responsiveness, and a commitment to outstanding customer service.
• Maintain accuracy and compliance while managing multiple priorities in a fast-paced remote work environment.
• Collaborate with internal teams and insurance carriers to resolve issues and support efficient policy servicing.

Requirements

• Active State Insurance License required, or willingness and ability to obtain all necessary licenses within the first 90 days of employment.
• Previous experience in client service, insurance operations, account management, or a related customer-facing role.
• Strong knowledge of Microsoft Word and Excel, with the ability to quickly learn insurance platforms and internal systems.
• Excellent written and verbal communication skills with a customer-first mindset.
• Able to type at least 55 words per minute while maintaining accuracy.
• Strong organizational skills with the ability to manage multiple tasks, prioritize effectively, and meet deadlines.
• Detail-oriented, proactive, and committed to delivering exceptional service while working independently in a fast-paced environment.

Benefits

• Fully remote position within the United States.
• Opportunity to work with high-net-worth clients in a collaborative, service-driven environment.
• Career development opportunities within a growing national organization.
• Supportive team culture focused on professional excellence and client success.
• Exposure to a broad range of insurance products and client relationship management.
• Opportunity to expand professional licensing and industry expertise.