Client Services Specialist

Job Description

Job Description

We are looking for a Client Services Specialist to support client service and policy administration activities within the insurance industry in Las Vegas. This contract to permanent opportunity is ideal for someone who enjoys balancing customer communication with detailed operational work in a fast-paced, team-oriented setting. The person in this role will help keep applications moving forward, provide timely updates to clients and carrier partners, and contribute to a positive service experience through accuracy, responsiveness, and professionalism.

Responsibilities:

• Communicate with clients regularly to share application progress, answer questions, and ensure they remain informed throughout the service process.

• Coordinate with insurance carriers to obtain updates, resolve outstanding items, and maintain momentum on pending policy activity within expected timeframes.

• Review new leads and application materials carefully, verify completeness and accuracy, and address discrepancies before processing moves forward.

• Maintain organized records, update customer and policy information, and track follow-up actions using internal systems and standard office software.

• Prepare reports, manage correspondence, and use tools such as Outlook, Word, and Excel to support daily workflow and service reporting.

• Respond to client concerns with empathy, offering clear guidance and practical solutions when issues arise.

• Adjust to changing business needs by assisting with priority shifts, administrative support tasks, and additional projects assigned by leadership.

• Represent the organization in a detail oriented and service-focused manner through dependable communication and strong attention to detail.

• 4-year Bachelor’s or Honours degree required.

• Experience in customer service, customer support, or a related client-facing administrative role.

• Working knowledge of Microsoft Office applications, including Outlook, Word, and Excel.

• Familiarity with Salesforce or the ability to quickly learn CRM and policy-related systems.

• Strong written and verbal communication skills, with bilingual abilities considered an asset.

• High level of accuracy, patience, and attention to detail when handling documentation and record updates.

• Ability to learn new processes quickly, follow direction effectively, and remain flexible as priorities change.