Client Services Representative

Job Summary

Supporting life insurance policyholders and financial agents, the full-time remote Client Services Representative will manage client inquiries, policy changes, and initial claims processing while ensuring a high-touch customer experience.

Key responsibilities

• Handle inbound requests from clients and agents regarding policy changes and updates
• Monitor premium due dates and coordinate follow-ups to prevent policy lapses
• Maintain accurate client records in the SmartOffice CRM platform and ensure compliance with data privacy standards

Required qualifications

• 1-3 years of experience in retail, hospitality, administrative support, or call center environments
• Strong comfort level with learning new software systems, preferably with experience in Microsoft Office Suite and CRM software
• Desire to learn a new industry and ability to absorb complex administrative guidelines
• Exceptional verbal and written communication skills with a professional demeanor
• High school diploma or equivalent required; an Associate's or Bachelor's degree is a plus