California Licensed Client Service Specialist

Job Summary

A company is looking for a Client Service Specialist - High Net Worth.

Key Responsibilities

• Execute administrative tasks related to account management and policy servicing
• Process policy endorsements, renewals, cancellations, and maintain accurate account records
• Ensure timely handling of client requests and policy updates to support overall client experience

Required Qualifications

• High School Diploma or equivalent
• 1+ year experience in Customer Service
• Property and Casualty License may be required within 90 days of hire
• Knowledge of insurance markets, products, and personal lines of coverage
• Proficient in Microsoft Office Suite, especially Excel