Client Service Specialist

Description We are looking for a Client Service Specialist to support customer experience and service operations. This contract to permanent opportunity is ideal for someone who enjoys balancing client communication, administrative coordination, and detailed policy-related support in a fast-paced environment. The person in this role will help guide applications through the process, respond to questions with professionalism, and contribute to a dependable service experience for clients and carrier partners.

Responsibilities:

• Keep clients informed by providing timely updates on application progress and maintaining regular communication with insurance carriers to move cases forward.
• Review new leads and policy submissions carefully, verify information for accuracy, and complete follow-up tasks needed to support efficient processing.
• Respond to client questions with patience and professionalism, resolve service-related concerns, and deliver a positive customer experience.
• Use Microsoft Outlook, Word, Excel, and CRM tools to organize records, document activity, monitor status changes, and prepare basic tracking information.
• Maintain precise and current account details by entering, updating, and checking data with a strong focus on accuracy.
• Adjust quickly to changing workloads, shifting priorities, and additional assignments that support team goals and operational needs.
• Partner with internal teams and external carriers to ensure communications are clear, timely, and aligned with service expectations. Requirements
• Must Have
• 4-Year College Degree
• Recent Grads
• This is a great entry-level position to begin your career!
• Prior experience in customer service, customer support, or a related client-facing role, preferably within insurance or financial services.
• Working knowledge of Microsoft Office applications, including Outlook, Word, and Excel.
• Comfort using CRM systems like Salesforce and other computer-based tools to manage client and case information.
• Strong verbal and written communication skills with the ability to interact professionally and empathetically with clients and business partners.
• High attention to detail and the ability to manage administrative work accurately while handling multiple tasks.
• Adaptability, sound judgment, and a willingness to learn new processes in a changing environment.
• A proactive and dependable approach to work, with the ability to take direction and contribute effectively to team objectives.

TalentMatch® Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity

• whenever you choose
• even on the go.

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