Client Service Associate Jobs

About The Position

Requirements

• High School diploma or equivalent
• 1 year of experience in customer service, administrative, or office support
• 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
• Attend training as requested

Nice To Haves

• Bachelor’s degree preferred
• Experience using CRM preferred

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