Job Description
Client Service Associate at Beacon Hill Staffing Group, LLC Client Service Associate at Beacon Hill Staffing Group, LLC in Needham, Massachusetts Posted in about 12 hours ago. $110,000.00 - $120,000.00 per year
Job Description:
Beacon Hill was founded to set a new standard in search, career placement and flexible staffing. Client Service Associate to $120K - High-End Service Role! Our client, a prominent wealth advisory firm, is seeking a Client Service Associate to support sophisticated insurance portfolios and high-touch client relationships. This role combines insurance operations, client servicing, and data-driven reporting. The ideal candidate brings 4+ years of client service experience with life insurance experience. Position Details:
Location:
Needham, MA Work Model:
Hybrid Degree:
Required Responsibilities include supporting advisors and clients with ongoing service needs related to insurance and financial products; coordinating information, documentation, and follow-up with external partners and carriers; preparing client-facing materials, summaries, and routine reporting; managing invoicing, requests, and service transactions from initiation through completion; maintaining accurate records and data across internal systems; ensuring work is completed in accordance with established processes, timelines, and compliance standards; and contributing to a collaborative, high-accountability service environment. The ideal candidate possesses 4+ years of client service or client service associate experience with a life insurance background; prior experience in financial services, insurance, or a similarly detail-intensive environment; exceptional attention to detail with experience in invoicing, claims, and data entry; strong written and verbal communication skills with a highly professional presence; proficiency in Microsoft Excel and other MS Office tools; ability to manage multiple priorities, handle sensitive information, and consistently follow through in a fast-paced setting. Join a firm known for its disciplined, service-oriented culture, offering competitive pay, benefits, and a hybrid work arrangement! Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/ Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com . Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)
