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Insurance Client Services Jobs in Raleigh, NC (NOW HIRING)

6 & FIX

Client Experience Associate

Raleigh, NC · On-site

$50K - $120K/yr

Debrief each service call, ensuring customer information is accurate (equipment, name, address ... Vision Insurance * Supplemental Coverages * 401(k) with Company Match * Paid Holidays

6 & FIX

Client Experience Associate

Raleigh, NC

$50K - $120K/yr

Debrief each service call, ensuring customer information is accurate (equipment, name, address ... Vision Insurance * Supplemental Coverages * 401(k) with Company Match * Paid Holidays

Stifel

Client Service Associate - NR

Chapel Hill, NC · On-site

$12 - $16.50/hr

What You'll Be Doing The Client Services Associate (NR) assists one or more Financial Advisor(s ... life insurance, and paid time off. Stifel is an Equal Opportunity Employer. Employment Type ...

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All JobsInsurance Client Services JobsInsurance Client Services Jobs in Raleigh, NC

Insurance Client Services information

See Raleigh, NC salary details

$34K

$68.4K

$123.9K

How much do insurance client services jobs pay per year?

As of Jul 22, 2026, the average yearly pay for insurance client services in Raleigh, NC is $68,366.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $80,700.00 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 are popular job titles related to Insurance Client Services jobs in Raleigh, NC? For Insurance Client Services jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Insurance Client Services jobs in Raleigh, NC look for? The top searched job categories for Insurance Client Services jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Insurance Client Services jobs? Cities near Raleigh, NC with the most Insurance Client Services job openings:
Insurance Client Services jobs near you
Infographic showing various Insurance Client Services job openings in Raleigh, NC as of July 2026, with employment types broken down into 86% Full Time, 7% Part Time, and 7% Temporary. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution, with an average salary of $68,366 per year, or $32.9 per hour.
Trading and Client Services Representative

Trading and Client Services Representative

First Citizens Bank

Raleigh, NC • On-site

$15.50 - $21.25/hr

Full-time

Medical, Life

Re-posted 16 days ago

Job description

Overview
Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.
This position provides client support for brokerage products, services, and accounts. Answers inquiries, resolves issues, and assists clients with requests. Executes trading instructions on various security classes. Facilitates the daily workflow by executing trading instructions and maintaining department documentation. Maintains knowledge of offered brokerage products, services, and available resources in order to provide comprehensive client support.
Responsibilities
  • Client Service - Receives, researches, and resolves client inquiries and concerns. Addresses trading questions as well as requests regarding the department account platform.
  • Business Support - Supports the department account platform and the ongoing servicing of accounts. Maintains documentation related to sales and service changes on client accounts. Assists management with special projects.
  • Business Proficiency - Maintains knowledge of brokerage products, accounts, and services as well as Bank policies and procedures. Remains current on trading processes and requirements. Understands the different tools and resources available to address client concerns for each product and service.
  • Security Trading - Executes accurate, timely trading instructions on various security classes. Reconciles all trading instructions and orders from field associates or external client requests. Ensures compliance with all applicable trading regulations. Serves as a liaison between clearing firms, clients, and associates.

Qualifications
Bachelor's Degree and 1 years of experience in Sales and Banking including Securities Trading OR High School Diploma or GED and 4 years of experience in Sales and Banking including Securities Trading
License or Certification Type: Possess valid Series 7, 63, 65 or 66, and state-specific life and health insurance licenses RequiredSkill(s): Understanding of back office roles for a broker dealer
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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