Client Services Specialist — Insurance Portfolio Reviews

Winged Keel Group; Boston (MA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Annual profit-sharing bonus

Comprehensive benefits package

Job summary

A financial services firm in Boston is looking for a Client Services Associate to support ultra-high net worth clients with insurance portfolios. You will manage policy details, prepare documentation, and respond to client inquiries. Ideal candidates have 1-2 years of customer service experience and proficiency in Microsoft Office. Competitive salary and benefits are offered, including a profit-sharing bonus.

Qualifications

• 1-2 years of professional experience, preferably including customer service.
• Proficiency in Microsoft Outlook, Word, and Excel.
• Ability to develop and maintain positive relationships.

Responsibilities

• Obtain policy values and information from insurance carriers.
• Prepare premium invoices and policy summaries.
• Assist clients and advisors with insurance-related questions.

Skills

Problem-solving skills

Interpersonal communications

Prioritization and organization

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

A financial services firm in Boston is looking for a Client Services Associate to support ultra-high net worth clients with insurance portfolios. You will manage policy details, prepare documentation, and respond to client inquiries. Ideal candidates have 1-2 years of customer service experience and proficiency in Microsoft Office. Competitive salary and benefits are offered, including a profit-sharing bonus.