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Client Services Associate to $85K - Exceptional Benefits & Bonus Potential!

Our client, a wealth management firm, is seeking a Client Services Associate to service insurance policies for high-net-worth clients. In this role, you'll handle policy administration while developing essential skills in relationship building and attention to detail. The ideal candidate has a Bachelor's degree and excellent communication skills.

Position Details:

Location: Newton, MAWork Model: HybridDegree: RequiredResponsibilities include preparing premium invoices and policy reviews; obtaining policy information from insurance carriers; building relationships with carrier contacts; requesting and reviewing policy illustrations; communicating with clients via email and phone; problem-solving client issues; generating policy summaries; conducting policy reviews; and maintaining client records.The ideal candidate possesses strong attention to detail, proficiency in Microsoft Office Suite, excellent written and verbal communication skills, superior follow-through abilities, and the ability to multitask in a fast-paced environment.

Join this successful firm offering competitive compensation, comprehensive benefits, and excellent learning opportunities!

AP1428869BOS_1756929568 To Apply for this Job Click Here