"Alerted.org

Description

Client Service Associate

Are you passionate about delivering outstanding customer service in the financial services industry? We are seeking a Client Service/Account Management Associate to provide efficient support to clients, advisors, and external parties while ensuring high client satisfaction.

Key Responsibilities

• Enter and maintain accurate client information in firms systems.

• Review new business, renewals, and endorsements for accuracy.

• Respond to client inquiries promptly and professionally.

• Assist with rating new business and providing marketing recommendations.

• Prepare proposals to help clients understand their options.

• Follow up on outstanding items and manage open activities.

• Identify cross-selling and up-sale opportunities.

• Report and monitor claims, ensuring proper follow-up per procedures.

• Maintain up-to-date knowledge of policies.

• Build strong relationships with 3rd parties, producers, and teammates.

Qualifications

• Preferred Experience: Client support in financial services with insurance industry experience.

• Licensing: State insurance license (or willingness to obtain).

• Technical Skills: Proficiency with systems, Microsoft Office, and data entry.

• Soft Skills: Strong communication, customer service focus, and organizational abilities.

This role offers the chance to make a meaningful impact while working in a collaborative, fast-paced environment.

Ready to Apply? Contact Douglas Rickart at 612-249-0330, connect with him on LinkedIn, or click the application link to get started!

Requirements

• At least one year of experience in Client support in financial services with insurance industry experience.

• Possession of the appropriate securities and insurance licenses

• Strong proficiency in computer applications, including Microsoft Office Suite and data entry tools.

• Excellent communication skills, with the ability to engage professionally with clients and team members.

• Solid understanding of financial services and insurance products.

• Ability to manage multiple tasks efficiently while maintaining attention to detail.

• Commitment to reliable attendance and adherence to company policies.

• Familiarity with customer service standards and the ability to uphold organizational values.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .