Client Service Associate

Job Summary

The Client Service Associate supports the client service team by handling foundational service tasks that do not require a Property & Casualty license. This role is suitable for individuals who enjoy helping others, are detail-oriented, and thrive in a team environment. Key responsibilities include assisting with document handling, responding to client inquiries, and supporting client onboarding and retention.

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
• Aid in monitoring renewal dates, coordinating communications to ensure retention efforts stay on track
• Assist with 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
• Able 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
• Demonstrate flexible and efficient time management and ability to prioritize workload
• Ability to work independently while demonstrating excellent organization and follow through
• Self-motivated, positive, and enthusiastic
• Willing to grow and be challenged
• Attend training as requested