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Insurance Client Services Jobs in Park Ridge, IL

Geiger Wealth

Client Services Liaison

Oak Brook, IL · On-site

$55K/yr

Receive incoming client service calls in a friendly, warm manner * Set new appointments with ... Life Insurance & Securities License(s) preferred * Strong attention to detail * Excellent verbal ...

Big I Illinois

Client Service Representative

Skokie, IL · On-site

$50K - $53K/yr

Dental insurance * Free food & snacks * Health insurance * Opportunity for advancement * Paid time off * Vision insurance Client Service Specialist Our brokerage is seeking a Client Service ...

NVA

Client Services Representative

Lombard, IL · On-site

$15 - $18/hr

The primary job for a client service Representative is to exceed client's expectations for ... Insurance * The base hourly range for this position is $15-$18. Our pay ranges are primarily ...

RTC

Client Services Representative

Rolling Meadows, IL · On-site

$42K - $62K/yr

Client Services Representative We are looking for a dynamic Client Services Representative to join ... Dental Insurance with two plan options (both PPO Plans) * Flexible Spending for Health and/or ...

NVA

Client Services Representative

Lombard, IL · On-site

$15 - $18/hr

The primary job for a client service Representative is to exceed client's expectations for ... Insurance * The base hourly range for this position is $15-$18. Our pay ranges are primarily ...

RTC

Client Services Representative

Rolling Meadows, IL · On-site

$42K - $62K/yr

We are looking for a dynamic Client Services Representative to join our team. This multifaceted ... Dental Insurance with two plan options (both PPO Plans) * Flexible Spending for Health and/or ...

RTC

Client Services Representative

Rolling Meadows, IL · On-site +1

$42K - $62K/yr

We are looking for a dynamic Client Services Representative to join our team. This multifaceted ... Dental Insurance with two plan options (both PPO Plans) * Flexible Spending for Health and/or ...

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All JobsInsurance Client Services JobsInsurance Client Services Jobs in Park Ridge, IL

Insurance Client Services information

See Park Ridge, IL salary details

$34.4K

$69.2K

$125.5K

How much do insurance client services jobs pay per year?

As of Sep 13, 2026, the average yearly pay for insurance client services in Park Ridge, IL is $69,204.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,200.00 and $81,700.00 per year, depending on experience, location, and employer.

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 job categories do people searching Insurance Client Services jobs in Park Ridge, IL look for?

The top searched job categories for Insurance Client Services jobs in Park Ridge, IL are:

Insurance Client Services jobs near you
Infographic showing various Insurance Client Services job openings in Park Ridge, IL as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $69,204 per year, or $33.3 per hour.

Wealth Management Client Services Associate

Lincolnshire, IL • On-site

Bluespring Wealth Partners, LLC
Finance and Insurance • 11 - 50 employees
Learn more about Bluespring Wealth Partners, LLCexternal

Other

Medical, Retirement

Posted 2 days ago

New

Job description

Lincolnshire, IL, USA

Job Description

Posted Monday, July 13, 2026 at 8:00 AM

Lead with Purpose. Partner with Impact.

Client Relations Associatewill be responsible for delivering exceptional client service, supporting advisors, and ensuring smooth day-to-day operations. This role serves as a primary point of contact for clients, helping maintain strong relationships while ensuring accuracy, responsiveness, and compliance in all client interactions.

What You'll Do:
  • Serve as a primary contact for client inquiries and service requests
  • Build and maintain strong client relationships through proactive communication
  • Assist clients with account-related questions, paperwork, and follow-ups
  • Coordinate client meetings, including preparation and post-meeting follow-up
  • Prepare and process new account applications and onboarding documentation
  • Handle account maintenance requests (transfers, distributions, beneficiary updates, etc.)
  • Monitor account activity and ensure timely execution of transactions
  • Maintain accurate client records in CRM and custodial platforms
  • Support advisors in meeting preparation, including performance reports and financial planning materials
  • Generate client reports and assist in portfolio review preparation
  • Track and follow up on outstanding client action items
  • Assist with implementation of financial plans and investment recommendations
  • Ensure all activities comply with SEC/FINRA regulations and firm policies
  • Maintain organized client files and documentation (digital and physical)
  • Assist with compliance audits, reporting, and documentation requests
  • Identify process improvement opportunities to enhance efficiency
  • Coordinate with custodians, third-party providers, and internal teams
  • Manage task workflows and deadlines to ensure timely service delivery
  • Support special projects and operational initiatives as needed
What You Bring:
  • Bachelor’s degree in business, finance, or related field, or recent graduate
  • Experience in financial services, wealth management, or client service is a plus
  • Strong organizational skills and attention to detail
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office (Excel, Word, Outlook)

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
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