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 client records
- Ensure timely handling of client requests and policy updates to support 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
- Bilingual (English/Spanish) preferred; may be required depending on location
- Knowledge of insurance markets and proficiency in Microsoft Office Suite
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