Client Services Associate

Client Services Associate

Robert Half is seeking a client services associate to support one of our insurance industry clients. This role is responsible for providing high-quality service to clients, ensuring policy accuracy, and supporting account management activities. This is an excellent opportunity for someone who is detail-oriented, communicates effectively, and enjoys working in a client-facing role.

Key Duties & Responsibilities

• Respond to client inquiries and provide timely resolution to service requests.
• Assist with processing policy updates, renewals, applications, endorsements, and other insurance documentation.
• Coordinate with carriers and internal teams to verify coverage details, request quotes, and resolve account issues.
• Maintain accurate client records and ensure all documentation complies with company and regulatory standards.
• Support account managers with client follow-up, renewal preparation, and ongoing account maintenance.
• Provide professional and courteous communication via phone, email, and written correspondence.

Requirements Qualifications

• 1+ year of experience in insurance, financial services, or a similar administrative/client service environment.
• Strong customer service skills with the ability to build rapport and maintain positive client relationships.
• High attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office; experience with an agency management or CRM system is a plus.
• Insurance license (P&C or Life & Health) is preferred but not required.

What Makes You Successful in This Role

• Organized and thorough with documentation
• Comfortable working independently while supporting a team
• Professional communication style and client-first mindset
• Ability to problem-solve and follow through on open items