ZipRecruiter

Log In

1

Insurance Client Services Jobs in Washington (NOW HIRING)

The Bob & Ronna Group

Client Services Coordinator

Ellicott City, MD · On-site

$18.25 - $24.50/hr

... client experience from start to finish. Why You'll Love Working With Us: * Positive, collaborative ... What you will receive: • Competitive Salary • Paid Holidays and Vacation • Health Insurance ...

B.F. Saul Company

Client Services Team Assistant

Bethesda, MD · On-site

$18.50 - $25.50/hr

The Client Services Team Assistant supports the Client Service Team in all aspects of daily ... Health/Medical Insurance including Dental and Vision * 401(k) with company match * Paid time off

SPS-North America

Client Service Supervisor

Herndon, VA · On-site

$23.50 - $26/hr

The Client Service Supervisor (CSS) provides leadership and functions as a working Supervisor by ... as banking, insurance, legal, higher education, advertising and other professional services ...

next page

Showing results 1-20

All JobsInsurance Client Services JobsInsurance Client Services Jobs in Washington

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

Senior Client Services Coordinator

Veritas Financial, LLC

Tysons Corner, VA

$18.25 - $24.75/hr

Other

Medical, Retirement, PTO

Posted 3 days ago

Job description

Company Overview

A fast-growing financial planning firm in Tysons Corner, VA, is seeking a Senior Client Services Coordinator. This role supports team members to ensure every aspect of the client relationship is impeccably managed. We are seeking an organized self-starter with a positive attitude, attention to detail, and a desire to exceed expectations. Prior financial services experience is a plus but not required. This is primarily an in-office position located in a premium office space near The Boro in Tysons Corner, Virginia.


Position Summary

The Senior Client Services Coordinator reports to the Director of Operations. Responsibilities include executing investment, financial planning and insurance forms for new and existing clients, coordinating and preparing for review meetings, responding to inbound calls and emails, and creating the concierge client experience.


The Client Service Associate must be able to manage multiple tasks simultaneously while maintaining professional poise and courtesy to clients and internal team members.


Responsibilities & Activities

Wealth Advisor Support

  • Schedule review meetings.
  • Prepare documentation for review and financial planning strategy meetings.
  • Confirm all upcoming client appointments.


Client Experience - Onboarding and Service

  • Prepare and manage all aspects of digital client onboarding. Including client portal and e-signatures for account forms and gathering any required missing information from clients.
  • Build and maintain strong client relationships based on trust, responsiveness, and attention to detail. Serve as a primary point of contact for client service needs. Includes: providing clear updates to staff and advisors, timely follow-up, delegation, and responses to incoming client service and cashiering requests via email and other communication channels promptly and effectively.
  • Process routine service requests for client financial accounts, including:

Distributions and contributions

Beneficiary change requests

Account maintenance and updates

Statement requests and delivery

Required paperwork follow‑up and tracking

Coordinate with custodians, carriers, and internal team members to ensure accurate and timely completion of service items.

Execute trades associated with fulfilling investment service requests

  • Document client interactions, requests, transactions, and resolutions accurately in internal systems, including Advisor 360° CRM.


Concierge Services

  • Coordinate cards, gifts, and random acts of kindness for clients.
  • Create an extraordinary client experience


Accounting & Administrative Support

  • Facilitate handling of daily incoming/outgoing mail and urgent correspondence.
  • Coordinate weekly wholesaler lunches and activities.
  • Ensure quality and integrity client data in systems and maintain and update workflows in CRM.
  • Assist with preparation of financial and internal reports.
  • Support bookkeeping, budget tracking, and financial performance analysis.
  • Assist in tracking and ensuring timely renewal of investment and insurance licenses.


Performs other duties, special projects, and responsibilities, as assigned


Knowledge, Skills & Abilities

Required

  • 5+ years of experience in a Client Service Associate (CSA), Client Services Coordinator, or Client Relationship role within wealth management, financial planning, RIA, or financial services.
  • Familiarity with investment accounts, insurance products, and general account servicing (distributions, contributions, beneficiary changes, and account maintenance requests).
  • Strong organizational skills with the ability to manage multiple priorities and deadlines with precision simultaneously.
  • High attention to detail and accuracy, particularly with regulatory compliance, and client financial data.
  • Comfortable working with CRM, custodial platforms, and workflow tools.
  • Ability to work independently while also working collaboratively in a team‑oriented wealth management environment.
  • Professional demeanor with a strong commitment to confidentiality.
  • Impeccable verbal and written communication, customer service, and problem-solving skills with a client-first mindset.
  • Excellent attitude and a genuine interest in serving and caring for other people.

  • Helpful

    • Financial services industry experience.
    • Financial Industry Licensing or Designations (Series 7, 63, 65, 66, CFP®, etc.)


    Benefits

    We offer a base salary, bonus potential, matched 401(k), health benefits, flexible vacation and holiday policy and a great working environment including access to an onsite gym and golf simulator. This is your chance to play a key role in the continued success of our organization. Our culture is fast-paced, collaborative, innovative, and focused on healthy living.


    Equal Opportunity Employer

    We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.


    To apply please forward inquiries and resume to aturch@vfwealth.com. We will communicate next steps and the interview timeline once you have submitted a resume

    • Apply