Client Services Representative

Robert Half · Spokane Valley, WA · 4 days ago

On-siteCustomer ServiceFull-time

Responsibilities

Oversee insurance applications from initial intake through underwriting review and final policy delivery, ensuring each step is completed accurately and on schedule.
Handle policy servicing requests such as beneficiary updates, contact information changes, and other account maintenance needs with careful attention to detail.
Support clients with policy loan requests, repayment coordination, surrender documentation, and related follow-up activities.
Respond to client and advisor questions regarding policy status, service needs, and required documentation in a thorough and timely manner.
Prepare clear written communications for clients, carrier partners, and home office teams to facilitate efficient case movement and resolution.
Maintain complete and organized records within company systems so documentation remains current, accurate, and easy to retrieve.

Requirements

Prior experience in client service, administrative support, or a related customer service position.
Strong data entry and documentation skills with a high level of accuracy in a fast-paced environment.
Able to communicate professionally with clients, internal partners, and external carriers by phone, email, and written correspondence.
Experience managing several tasks or cases at the same time while meeting deadlines and service expectations.
Strong organizational skills, sound judgment, and a service-oriented approach to resolving client needs

Benefits

Robert Half offers competitive compensation and benefits, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan.

Pay

$47,000 - $52,000 USD Annually

Schedule

Ongoing

Location

Spokane, WA

Employment Type

Permanent / Full Time

Application Deadline

July 8, 2026

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.