ZipRecruiter

Log In

1

Insurance Client Services Jobs in Allen, TX (NOW HIRING)

Valitana LLC

Client Services Team Lead (CLO/ABL)

Plano, TX · On-site

$145K - $165K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... insurance companies, family offices, and broker dealers. Position Overview Valitana is opening a ... Build out and manage the Plano Vantage Client Services team over time by recruiting, hiring ...

Liberty Software

Client Service Supervisor

Grapevine, TX

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Supervise day-to-day performance of the Client Services team, ensuring high levels of ... insurance for employees, with optional dental and vision coverage at no cost * Family coverage ...

BDO

Tax Manager, Private Client Services

Dallas, TX · On-site

  • Retirement

... insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...

BDO USA

Tax Manager, Private Client Services

Dallas, TX · On-site

  • Retirement

... insurance planning. A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management ...

Aveanna Healthcare

Therapy Client Services Coordinator

Dallas, TX · On-site

$19 - $20/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Overview Bilingual Therapy Client Services Coordinator Pediatric Home Health Aveanna Healthcare is ... Medical, Dental and Vision Insurance * Short and Long Term Disability * Company paid Life Insurance

Strategic Focus

HR & Client Services Lead

Dallas, TX · On-site

$22 - $27/hr

  • Medical

  • Dental

  • Vision

  • PTO

Health insurance * Paid time off * Parental leave * Vision insurance HR & Client Services Lead Company: Strategic Focus, LLC Location: Dallas, TX ( Not a Remote Role ) Reports To: Principal / CEO ...

Strategic Focus

HR Client Services Lead

Dallas, TX · On-site

  • Medical

  • Dental

  • Vision

  • PTO

Competitive salary Dental insurance Health insurance Paid time off Parental leave Vision insurance HR & Client Services Lead Company: Strategic Focus, LLC Location: Dallas, TX (Not a Remote Role ...

previous page

Showing results 41-60

All JobsInsurance Client Services JobsInsurance Client Services Jobs in Allen, TX

Insurance Client Services information

See Allen, TX salary details

$32.6K

$65.4K

$118.6K

How much do insurance client services jobs pay per year?

As of Aug 13, 2026, the average yearly pay for insurance client services in Allen, TX is $65,418.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $77,200.00 per year, depending on experience, location, and employer.

Is insurance client services a good job?

Insurance client services is a customer-facing role that involves assisting clients with policy inquiries, claims, and account management. It often requires strong communication skills, attention to detail, and familiarity with insurance products and software. The job can offer stable employment and opportunities for advancement 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 are popular job titles related to Insurance Client Services jobs in Allen, TX? For Insurance Client Services jobs in Allen, TX, the most frequently searched job titles are:
What job categories do people searching Insurance Client Services jobs in Allen, TX look for? The top searched job categories for Insurance Client Services jobs in Allen, TX are:
What cities near Allen, TX are hiring for Insurance Client Services jobs? Cities near Allen, TX with the most Insurance Client Services job openings:
Insurance Client Services jobs near you
Infographic showing various Insurance Client Services job openings in Allen, TX as of July 2026, with employment types broken down into 1% As Needed, 74% Full Time, 21% Part Time, and 4% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $65,418 per year, or $31.5 per hour.

Client Services Team Lead (CLO/ABL)

Valitana LLC

Plano, TX • On-site

$145K - $165K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago

Job description

About Valitana
Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency.
Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.
Position Overview
Valitana is opening a new office in Plano, Texas, and is seeking an experienced Vice President to lead our Vantage Client Services function in the region. You will be one of the first hires in the Plano office and will play a central part in shaping how the team operates, hires, and serves clients.
In the near term, you will work hands-on with institutional clients, including CLO managers, ABL borrowers, lenders, and other structured finance participants, guiding them through onboarding and implementation of the Vantage platform and serving as a trusted senior point of contact. Over time, you will build and lead a team of client services professionals, establishing the processes, standards, and culture that will define Valitana’s client experience.
Responsibilities
  • Lead the onboarding and implementation of new institutional clients onto the Vantage platform, ensuring a smooth, well-managed experience from kickoff through go-live.
  • Serve as a senior point of contact and escalation lead for client relationships, resolving complex questions related to ABL & CLO modeling, private credit, collateralized fund obligations, portfolio management, and structured finance workflows.
  • Build out and manage the Plano Vantage Client Services team over time by recruiting, hiring, onboarding, and mentoring junior client services professionals.
  • Participate in defining the onboarding playbooks, standard operating procedures, and best practices that scale as the team and client base grow.
  • Partner closely with Sales, Product, and Engineering to represent the client perspective and drive resolution of client needs and product feedback.
  • Participate in the pre-sales process, presenting demonstrations and building out POCs assisting with deal closures.
  • Help establish the operations and culture of Valitana’s new Plano office.
  • Monitor client health, drive satisfaction and retention, and identify opportunities to deepen and expand client relationships.

Qualifications
  • 8+ years of professional work experience in finance, financial operations, or financial services, with significant client-facing experience.
  • Familiarity with leverage loan/borrowing base facilities, CLOs, structured finance products, and the client onboarding lifecycle for institutional investors.
  • Ability to comprehend complex financial concepts of structured finance products.
  • Demonstrated ability to build, lead, and develop a team, including hiring, mentoring, and managing direct reports.
  • Comfort operating in a build-from-scratch environment, with the initiative to establish processes and structure where none yet exist.
  • Proficiency in Excel.
  • Excellent verbal and written communication skills.
  • Detail oriented with strong organizational skills.
  • Resourceful with the ability to work independently as well as a team.
  • Bachelor's degree from an accredited school.
What We Offer
Base salary range for this role is $145,000 to $165,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO.
Employees in this role will be based out of Valitana’s Plano, Texas office, working in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday.
Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
 

Powered by JazzHR

bYlXJF1Aax