Client Operations Specialist

Job Summary

A company is looking for a Client Operations Specialist who is detail-oriented and adaptable in a fast-paced environment.

Key Responsibilities

• Review and process client or agent change requests, ensuring accuracy and compliance
• Update and maintain records across multiple systems, including CRM and internal platforms
• Analyze documentation to identify missing or inconsistent information and follow up as needed

Required Qualifications

• Strong analytical skills with the ability to identify gaps and ensure data accuracy
• Proficiency in Microsoft Office tools, including Word and Excel, and experience with CRM systems such as Salesforce
• Prior experience in insurance, customer service, or client operations is preferred