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Insurance Client Services Jobs in Washington (NOW HIRING)

HCLTech

Client Services Manager

Ashburn, VA · Hybrid

I am Manish from HCL Tech TAG Team and Looking for Client Service Manager in Ashburn, Virginia ... insurance; employee assistance program; 401(k) retirement plan; 10 days of paid time off per year ...

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DSPolitical

Client Services Associate

Washington, DC · On-site

$50K/yr

As a Client Services Associate, you are responsible for maintaining strong relationships with ... Health insurance (including dental and vision) * Flex Spending Plan * Employee Assistance Program ...

DSPolitical

Client Services Associate

Washington, DC · On-site

$50K/yr

As a Client Services Associate, you are responsible for maintaining strong relationships with ... Health insurance (including dental and vision) * Flex Spending Plan * Employee Assistance Program ...

DSPolitical

Client Services Associate

Washington, DC · On-site +1

$50K/yr

As a Client Services Associate, you are responsible for maintaining strong relationships with ... Health insurance (including dental and vision) * Flex Spending Plan * Employee Assistance Program ...

Akridge

Client Services Coordinator

Alexandria, VA

$19.50 - $26.25/hr

... insurance, and other duties as assigned * Assist Property Manager and/or Portfolio Manager with ... The Client Services Coordinator must obtain approval from the Property Manager prior to making any ...

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Insurance Client Services information

How much does a 215 license make?

An insurance client services representative with a 215 license can expect to earn an average salary ranging from $40,000 to $55,000 annually, depending on experience and location. Additional certifications and customer service skills can influence earning potential in this role.

What is the highest paying insurance agent job?

The highest paying insurance agent roles are typically those in executive or specialized sales positions, such as senior or managing insurance agents, or agents working in high-net-worth markets. These roles often require extensive experience, advanced certifications, and strong client networks, with compensation including high commissions and bonuses that can significantly exceed average agent salaries.

Is CSR a good entry level position?

Customer Service Representative (CSR) roles in insurance are commonly considered good entry-level positions because they require minimal prior experience and focus on communication, problem-solving, and customer interaction skills. These roles often provide on-the-job training and can serve as a stepping stone to more advanced positions within the insurance industry.

What is the difference between Insurance Client Services vs Insurance Claims Specialist?

AspectInsurance Client ServicesInsurance Claims Specialist
Required CredentialsHigh school diploma or equivalent; sometimes insurance licensesHigh school diploma; licensing often required
Work EnvironmentOffice setting, customer service focusOffice or claims processing centers, detailed work
Employer & Industry UsageInsurance companies, brokerages, agenciesInsurance companies, third-party administrators
Common Search & ComparisonCustomer support, policy assistanceClaims processing, claim resolution

Insurance Client Services and Insurance Claims Specialists both work within the insurance industry, but their roles differ. Client Services focuses on assisting policyholders with inquiries, policy management, and customer support. Claims Specialists handle the processing and resolution of insurance claims, often requiring more detailed claim knowledge. Understanding these differences helps job seekers find the right role aligned with their skills and career goals.

What is client service in insurance?

In insurance, client service involves assisting policyholders with inquiries, claims, policy changes, and providing ongoing support to ensure customer satisfaction. Client service representatives use communication skills and insurance knowledge to address client needs efficiently and accurately, often utilizing customer management tools. Strong interpersonal skills and understanding of insurance policies are essential for success in this role.
What are popular job titles related to Insurance Client Services jobs in Washington? For Insurance Client Services jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Insurance Client Services jobs in Washington look for? The top searched job categories for Insurance Client Services jobs in Washington are:
What cities in Washington are hiring for Insurance Client Services jobs? Cities in Washington with the most Insurance Client Services job openings:
Insurance Client Services jobs near you
Client Services Associate - Insurance & Annuities

Client Services Associate - Insurance & Annuities

Cassaday & Company

Mclean, VA • Hybrid

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 23 days ago

Job description

This position offers a hybrid schedule following successful completion of the introductory period.

POSITION SUMMARY

The Advanced Strategies Associate assists clients with their insurance, annuity, and 401(k) plan servicing needs by ensuring departmental new business processes and client service needs are delivered promptly and seamlessly.

This role reports directly to the Director of Advanced Strategies and is also overseen by the Advanced Strategies Client Services Manager, with daily interaction with senior executives, internal departments, and our clientele.

RESPONSIBILITIES

· Interacting with clients and data gathering.

· Assisting with department sales processes and new business applications.

· Providing clients with analysis and recommendations for various insurance and annuity needs.

· Motivation to continuously improve your position and increase your knowledge through certifications, designations, etc.

· Scheduling and coordinating client meetings.

· Maintain complete, accurate client account records, ensuring clean data processes are adhered to.

· Managing multiple tasks with the ability to juggle competing responsibilities through organization and prioritization of work.

· Providing general administrative support to the Director of Advanced Strategies as needed.

· Additional responsibilities as requested.

REQUIREMENTS

· Bachelor’s Degree required.

· Valid Life & Health Insurance License required.

· Series 66 and/or Series 7 licensures preferred or obtained within 90 days of hire.

· Excellent oral, written and interpersonal skills.

· Strong work ethic, job commitment, organization skills, and attention to detail.

· Dedication to providing excellent client service.

· Strong computer skills, including intermediate level proficiency in Word and Excel applications.

· The ability to maintain a professional demeanor at all times when interacting with clients and upper management.

· Ability to exercise independent judgment with minimal supervision and maintain a high degree of confidentiality.

· The ability to anticipate support requirements is a critical skill needed to be successful in this role.

ABOUT US

Cassaday & Company manages over $7.7 billion in assets for approximately 3200 households.

Since its inception in 1993, Cassaday & Company has been recognized for employee development, community service, as a best place to work, as one of the fastest growing companies in the country, and as one of the top wealth advisors in the United States by outlets such as Barron’s, Forbes, Inc. 5000, Investment News, Financial Times, Washingtonian, and more.

CASSADAY & COMPANY BENEFITS PACKAGE

  • Healthcare options, including medical, dental, vision, life, and disability insurance, with majority of premiums paid by the firm
  • 401(k) options
  • Paid time off
  • Telework options
  • Health & Wellness Program, including:
    • paid gym membership
    • quarterly & annual employee wellness events
  • Paid parking in covered garage, OR monthly public transit subsidy
  • Tax-free Dependent Care Assistance and Education & Tuition Assistance programs
  • Company-sponsored employee appreciation events

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