This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Client Relations Team Specialist based in the United States.
Join a client-focused team dedicated to delivering exceptional service to high-net-worth customers in a dynamic insurance environment. In this role, you will serve as a trusted point of contact, ensuring clients receive timely support, accurate guidance, and personalized solutions for their insurance needs. You'll work in a fast-paced remote setting where attention to detail, responsiveness, and relationship-building are highly valued. This position offers the opportunity to manage a diverse portfolio of client requests while collaborating with internal teams to deliver seamless service. If you thrive in customer-facing roles and enjoy solving problems with professionalism and care, this is an excellent opportunity to grow your career.
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.
- Coordinate 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.
- Ability 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.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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