Client Service Associate

Client Service AssociateThe Client Service Associate is responsible for supporting our client service team by handling foundational service tasks that do not require a Property & Casualty license. This position is ideal for someone who enjoys helping others, is detail-oriented, and thrives in a team environment. The Client Service Associate assists with document handling, general inquiries, client communication, and administrative processes that contribute to a smooth client experience. This position supports client onboarding and retention by ensuring timely follow-ups, welcome communications, and initial documentation. The Client Service Associate reports to the Client Service Manager and provides excellent customer service to internal and external clients while demonstrating the company values and supporting the mission.Job Duties and Responsibilities:Support day-to-day client service activities by assisting licensed team members with non-licensed service tasksPrepare, send, and track insurance documents such as ID cards, proof of insurance, and mortgagee verificationsRespond to client inquiries via phone, email, and text with professionalism, routing complex issues to licensed team membersSupport client onboarding process by ensuring timely follow-ups, welcome communications, and initial documentationMaintain accurate client information in the CRM system and ensure all documentation is filed and organizedAssist with monitoring renewal dates, helping to coordinate communications to ensure retention efforts stay on trackProvide general administrative support to the sales and service teams, including scheduling, data entry, and follow-upsEscalate policy-related or coverage-related questions to licensed personnel in a timely and efficient mannerContribute to a positive and welcoming client experience at every interactionParticipate in ongoing training and development opportunitiesPerform other duties as assignedRequired Qualifications:High School diploma or equivalent. Bachelor's degree preferred.1 year of experience in customer service, administrative, or office supportExperience using CRM preferredProficient in Microsoft Office SuiteMaintain confidentiality and demonstrate sound judgmentStrong customer satisfaction and organizational skillsAble to maintain a pleasant and professional attitude with team members and all visitorsAble to be flexible and calm during high visitor trafficAbility to work on multiple projects simultaneously while accomplishing daily tasksEffective oral and written communication skills and excellent interpersonal skillsAttention to detail, critical thinker and problem-solving skillsHigh standards for integrity, honesty, professionalism, and work ethicCommitment to service excellenceAbility to work independently while demonstrating excellent organization and follow throughDemonstrates flexible and efficient time management and ability to prioritize workloadAbility and willingness to move with purpose and a strong sense of urgencySelf-motivated, positive, and enthusiasticSelf-starter with a strong desire to exceed expectations and capable of supporting a teamMaintains confidentiality discretionAbility to effectively work in collaboration with others to achieve business objectivesWilling to grow and be challengedBe positive, charismatic, motivating, and engagingAttend training as requested