Senior Client Services Associate

BlueSteps Connect; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

BlueSteps Connect is seeking an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios, blending hands-on portfolio management with team leadership.

You will lead a small client services team, serve as a primary point of contact for clients and advisors, analyze policy data, and prepare premium invoices, reports, and documentation while ensuring accurate records and excellent service delivery.

Qualifications

• 3+ years of client service experience in the insurance industry.
• Experience in a senior or leadership capacity preferred.
• Strong analytical, organizational, and communication skills.

Responsibilities

• Lead and support a small client services team by managing workloads and reviewing deliverables.
• Serve as primary point of contact between team members and management for clients and advisors.
• Obtain and review policy data, illustrations, and carrier information; prepare invoices, policy summaries, and customized reporting.
• Process policy changes, claims, surrenders, and withdrawals while maintaining client records.

Skills

Client service

Leadership

Communication

Analytical skills

Time management

Excel

Education

Bachelor's degree

Job description

the client is seeking an experienced Senior Client Services Associate to support high-net-worth client insurance portfolios. This role combines hands‑on portfolio management with team leadership to ensure accurate execution, strong service delivery, and effective collaboration across internal teams.

Responsibilities

Responsibilities include leading and supporting a small client services team by managing workloads, providing training, and reviewing deliverables. The role will serve as a point of contact between team members and management, assist clients and advisors with insurance portfolio inquiries, analysis, and documentation, and obtain and review policy data, illustrations, and carrier information. Additional duties include preparing premium invoices, policy summaries, portfolio reviews, and customized reporting, as well as processing policy changes, claims, surrenders, and withdrawals through completion while maintaining accurate client records and documentation.

Qualifications

The role requires 3+ years of client service experience in the insurance industry and prior experience in a senior or leadership capacity. A bachelor’s degree is preferred, along with strong knowledge of life insurance products (such as term, whole life, UL, and VUL) and proficiency in Excel and Microsoft Office. Strong analytical, organizational, and communication skills are expected, with the ability to manage multiple priorities in a fast‑paced environment; insurance or financial licenses may be preferred.