Client Relations Team Specialist

📋 Description

• Serve as the primary contact for client service requests across a portfolio of accounts.
• Process endorsements, issue new business documents, and ensure client records are accurate.
• Respond to client inquiries on insurance coverage and solutions with clarity.
• Coordinate remarketing to help clients maintain suitable coverage.
• Build strong client relationships through proactive communication and service.
• Manage multiple priorities in a fast-paced remote environment.

🎯 Requirements

• Active State Insurance License or ability to obtain within 90 days.
• Experience in client service, insurance operations, or related roles.
• Strong MS Word/Excel skills and quick adaptation to systems.
• Excellent written and verbal communication with a customer-first mindset.
• Typing at least 55 WPM with accuracy; strong organizational skills.
• Detail-oriented, proactive, and able to work independently in a fast-paced setting.

🎁 Benefits

• Fully remote position within the United States.
• Opportunity to work with high-net-worth clients in a collaborative environment.
• Career development within a growing national organization.
• Supportive team culture focused on excellence and client success.
• Exposure to a broad range of insurance products and licensing opportunities.