Insurance Client Services & Onboarding Specialist

Howden; Charlotte (NC); On-site; USD 50,000 - 90,000; Full time

Job summary

A global insurance broker is seeking a Client Service Representative to support the entire client lifecycle, from onboarding to renewal and ongoing service. You will coordinate with internal teams to ensure accurate delivery of documentation and exceptional client experiences. The role requires strong attention to detail, proactive communication, and problem-solving skills. This position offers a salary range of $50,000 – $90,000 per year, based in Charlotte, North Carolina.

Qualifications

• Strong attention to detail and proactive communication skills.
• Ability to manage client onboarding and maintain accurate records.
• Experience in coordinating with multiple stakeholders for smooth executions.

Responsibilities

• Support the end-to-end client lifecycle from onboarding to renewal.
• Manage client data, ensuring accuracy and compliance.
• Prepare renewal materials and develop client proposals.

Skills

Attention to detail

Proactive communication

Problem-solving skills

Job description

A global insurance broker is seeking a Client Service Representative to support the entire client lifecycle, from onboarding to renewal and ongoing service. You will coordinate with internal teams to ensure accurate delivery of documentation and exceptional client experiences. The role requires strong attention to detail, proactive communication, and problem-solving skills. This position offers a salary range of $50,000 – $90,000 per year, based in Charlotte, North Carolina.