Our client, a well-regarded insurance-focused advisory firm, is seeking a knowledgeable and detail-oriented Client Service Associate to support their high-net-worth clients and advisory team. This role is ideal for a candidate with strong expertise in insurance products, and case design, who is also organized and eager to grow. The position requires a blend of technical skill and client-focused service, assisting advisors in delivering tailored insurance solutions that meet clients’ unique financial goals.
Key Responsibilities
- Assist with insurance case design, supporting advisors in crafting customized strategies for high-net-worth clients.
- Maintain deep knowledge of insurance products, staying informed on industry trends, regulatory changes, and product updates.
- Organize and manage client service tasks, maintaining accurate and up-to-date records, files, and client information.
- Attend in-office meetings 2-3 days per week to collaborate with the advisory team and provide hands-on client support.
Qualifications
- Minimum of 5 years of experience in a client service role within the insurance or financial services industry.
- Strong expertise in insurance products, with a background in case design and underwriting.
- Highly organized and able to manage multiple tasks with attention to detail.
- Coachable and willing to learn from experienced advisors and improve processes as needed.
- Excellent communication skills, with a client-centered approach and the ability to build trusting relationships.
Benefits
- Hybrid work schedule with flexible in-office days.
- Comprehensive benefits package, including health insurance, retirement plans, and ongoing professional development opportunities.
Compensation
- Base Salary: $110,000 - $125,000, depending on experience and qualifications
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
