Client Service Associate

M/S.RP Outsourcing Services; United States; Remote; USD 35,000 - 55,000; Full time

Job summary

Join a forward-thinking company as a Client Service Associate, where you'll play a vital role in supporting clients in the dynamic insurance industry. In this position, you will handle inquiries, process requests, and assist with policy administration, ensuring excellent customer service and policy accuracy. You'll have the opportunity to work in a collaborative environment that fosters professional growth while managing client relationships and documentation. If you're detail-oriented and passionate about customer service, this role is perfect for you, offering competitive compensation and benefits.

Benefits

Collaborative Work Environment

Professional Growth Opportunities

Dynamic Industry Exposure

Competitive Compensation

Benefits (if applicable)

Qualifications

• 0-1 years of experience in customer service or administrative support.
• Knowledge of insurance policies and compliance requirements.

Responsibilities

• Serve as the primary point of contact for client inquiries.
• Assist with policy issuance, renewals, and cancellations.
• Ensure compliance with insurance regulations.

Skills

Verbal Communication

Written Communication

Customer Service

Problem-Solving

Attention to Detail

Organizational Skills

Microsoft Excel

Education

Bachelor's Degree in Business

Bachelor's Degree in Finance

Bachelor's Degree in Insurance

Job description

Client Service Associate Insurance
Job Summary:
As a Client Service Associate (CSA) in an insurance company, you will be responsible for supporting clients by handling inquiries, processing requests, and assisting with policy administration. Your role will ensure excellent customer service, policy accuracy, and smooth communication between clients and internal teams.

Requirements:
Education & Experience:

• Bachelors degree in business, Finance, Insurance, or a related field (preferred but not required).
• 0-1 years of experience in customer service, insurance, or administrative support.
• Experience in insurance, risk management, and financial services is a plus.
• Knowledge of insurance policies, underwriting, and claim processes is beneficial.

Skills & Competencies:

• Excellent verbal and written communication skills.
• Strong customer service and problem-solving abilities.
• Attention to detail and ability to handle multiple tasks efficiently.
• Knowledge of insurance regulations and compliance requirements.
• Ability to work independently and collaboratively in a team environment.
• Strong organizational skills with the ability to manage client records and documentation.
• Should have knowledge in Microsoft Excel.
• Should be able to work in Night Shifts

Responsibilities:

1. Client Support & Communication

• Serve as the primary point of contact for client inquiries regarding policies, renewals, billing, and claims.
• Respond to customer concerns and escalate issues when necessary.
• Maintain strong relationships with clients, and underwriters.

1. Policy Administration & Documentation

• Assist with policy issuance, renewals, endorsements, and cancellations.
• Ensure accuracy in client records and update account details as needed.
• Handle COI (Certificate of Insurance) requests and ensure timely delivery.

1. Claims & Billing Assistance

• Assist in billing inquiries, payment processing, and premium reminders.
• Ensure clients receive the correct policy documents and explanations.

1. Compliance & Reporting

• Ensure all policies and procedures comply with insurance regulations.
• Maintain accurate records and generate reports as needed.
• Stay updated on industry trends, policy changes, and coverage options.

Why Join Us?

• A collaborative work environment with professional growth opportunities.
• Exposure to a dynamic insurance industry with client-facing responsibilities.
• Competitive compensation with benefits (if applicable).