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California Licensed Client Service Specialist

9/24/2025

California

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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