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Client Services Representative

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Diego

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Category:
Customer Service

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Robert Half is partnering with a leading insurance organization seeking a Client Services Representative to join their team. This role is focused on delivering a high level of customer support to clients, resolving inquiries, and ensuring a smooth and positive service experience. The ideal candidate is proactive, detail-oriented, and enjoys working in a fast-paced, service-driven environment. This is a great opportunity for someone who thrives on helping others, solving problems, and building strong client relationships.

Job Responsibility:

  • Serve as the primary point of contact for client inquiries via phone and email
  • Provide timely, accurate responses regarding policies, account updates, and general service questions
  • Assist clients with account changes, documentation requests, and service-related needs
  • Collaborate with internal teams to resolve client issues and ensure follow-through
  • Maintain detailed and accurate records of client interactions and updates in internal systems
  • Monitor incoming requests and prioritize based on urgency and service standards
  • Identify opportunities to improve the client experience and streamline service processes
  • Support general administrative tasks related to client account management

Requirements:

  • 1–3+ years of experience in customer service, client support, or administrative roles
  • Strong communication skills with a client-first mindset
  • Ability to manage multiple priorities in a fast-paced environment
  • Comfortable using Microsoft Office (Outlook, Word, Excel) and CRM or tracking systems
  • Strong attention to detail and problem-solving skills
  • Reliable, professional, and team-oriented

Nice to have:

  • Experience in insurance, financial services, or other regulated service environments
  • Prior experience handling high-volume customer inquiries
  • Strong organizational and follow-up skills
What we offer:
  • Medical, vision, dental, and life and disability insurance
  • Enrollment in company 401(k) plan

Additional Information:

Job Posted:
May 09, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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