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Client service associate Jobs in Costa Mesa, CA

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Client service associate • costa mesa ca

Last updated: 7 hours ago
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Client Service Associate

Client Service Associate

50191 Hub International Insurance Services Inc.Newport Beach, CA
Full-time
Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protec...Show moreLast updated: 7 hours ago
Client Service Advisor

Client Service Advisor

Summit Home LendingHuntington Beach, CA, United States
Full-time
We’re looking for an enthusiastic, highly-motivated customer service representative to provide an excellent experience to our customers. Job seekers should have a background in service, and exceptio...Show moreLast updated: 19 days ago
Client Service Manager

Client Service Manager

Arthur J. Gallagher & CompanyIrvine, CA, United States
Full-time
Account Management : Successfully and profitably manage an assigned group of accounts, consistently meeting or exceeding CSO revenue benchmark expectations. Build and solidify relationships with exis...Show moreLast updated: 30+ days ago
  • Promoted
Client Services Associate

Client Services Associate

RHNewport Coast, CA, US
Full-time
RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scali...Show moreLast updated: 17 days ago
Client Service Associate

Client Service Associate

The Rand GroupNewport Beach, CA, United States
Full-time
With offices in California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services, primarily to high-net-worth individuals...Show moreLast updated: 30+ days ago
Client Service Coordinator

Client Service Coordinator

BanfieldTustin, CA, United States
Full-time +1
If you are a current associate, you will need to apply through our internal career site.Please log into Workday and click on the Jobs Hub app or search for Browse Jobs. SUMMARY OF JOB PURPOSE AND FU...Show moreLast updated: 30+ days ago
Client Service Associate - Wealth Advisory Firm

Client Service Associate - Wealth Advisory Firm

Discovered SearchOrange County, CA, US
Full-time
Client Service Associate - Wealth Advisory Firm.A fast-growing wealth advisory practice based in Orange County is seeking a . This is an opportunity to join a firm where client service, profess...Show moreLast updated: 6 days ago
  • Promoted
Client Service Representative

Client Service Representative

ElementHuntington Beach, CA, US
Full-time
Client Services Representative.Element has an exciting opportunity for a Client Services Representative to join our growing team. This individual will play a key role in building client loyalty by d...Show moreLast updated: 19 days ago
Client Associate / Senior Client Associate

Client Associate / Senior Client Associate

RBC Capital Markets, LLCIrvine, CA, United States
Part-time
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Senior Client Associate, become ...Show moreLast updated: 5 days ago
  • Promoted
Client Service Supervisor

Client Service Supervisor

Element Materials TechnologyHuntington Beach, CA, United States
Full-time
Element has an opportunity for a.This role involves resolving complex customer issues, coordinating with technical and testing departments, and ensuring that all customer interactions comply with a...Show moreLast updated: 30+ days ago
  • Promoted
Client Services Associate

Client Services Associate

TradeJobsWorkforce92702 Santa Ana, CA, US
Full-time
As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...Show moreLast updated: 30+ days ago
Manager, Client Service

Manager, Client Service

Mercer AdvisorsNewport Beach, CA, US
Full-time
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial planning, investment management, tax, estate, insurance,...Show moreLast updated: 24 days ago
  • Promoted
Client Service Coordinator

Client Service Coordinator

Banfield Pet HospitalTustin, CA, US
Full-time +1
The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team, ensures good communication with associate...Show moreLast updated: 30+ days ago
Client Development Associate

Client Development Associate

Acra LendingIrvine, CA, United States
Full-time
At Acra Lending our employees enjoy an opportunity to work with great people.We celebrate several events throughout the year accompanied by raffles and giveaways for employees nationwide.We are esp...Show moreLast updated: 21 days ago
  • Promoted
Client Service Associate • •

Client Service Associate • •

Morgan StanleyNewport Coast, CA, US
Full-time
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. Through regular interactions with clients, ind...Show moreLast updated: 30+ days ago
  • Promoted
Client Service Manager

Client Service Manager

Arthur J Gallagher & CoIrvine, CA, US
Full-time
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate. You'll be backed by our digital ecosystem : a ...Show moreLast updated: 30+ days ago
Client Services Associate

Client Services Associate

RH-USA IncNewport Beach, CA, United States
Full-time
RH at its core is about taste, and we believe the idea of scaling taste is large and far reaching.The RH brand attracts the best designers, artisans, manufacturers and talent in our industry, scali...Show moreLast updated: 16 days ago
Client Experience Associate

Client Experience Associate

Keystone Pacific Property ManagementIrvine, CA, United States
Full-time
Keystone Pacific Property Management, LLC is a prestigious property management firm headquartered in Irvine, CA, with offices throughout Northern and Southern California, Colorado, and Idaho.Since ...Show moreLast updated: 30+ days ago
Client Associate / Senior Client Associate

Client Associate / Senior Client Associate

0000050176 RBC Capital Markets, LLC400 SPECTRUM CENTER DRIVE : IRVINE
Part-time
Embrace RBC Wealth Management’s core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate / Senior Client Associate, become ...Show moreLast updated: 6 days ago
People also ask
Client Service Associate

Client Service Associate

50191 Hub International Insurance Services Inc.Newport Beach, CA
7 hours ago
Job type
  • Full-time
Job description

THE OPPORTUNITY :

Our service professionals play a vital role in supporting our clients with day-to-day account management, claims management, and underwriting services that ensure they have what they need to protect what matters most. Through a robust network of resources, you will be amongst some of the industry’s top talent to help guide and support our customer’s needs and provide them with innovative insurance solutions.

The Personal Lines Client Service Associate is responsible for providing exceptional service to our clients and their co-workers. They work collectively with assigned Account Executive and Account Managers to provide support in selling and servicing to our current and new clients.

  • Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations.
  • May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures.
  • Produce Binders, Certificates, Endorsements, Evidence of Insurance, Automobile Identification cards, Policy Release forms, and other related items while verifying their accuracy.
  • Assists with monthly expiration and missed expiration reports.
  • Prepare summaries of insurance, schedules, and proposals as needed for account review.
  • Maintains accurate and organized account files by appropriately documenting conversations with carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data.
  • Maintain workflow through EPIC as per established process and procedures (i.e. adding client shell, billing inquiries, etc.).
  • Performs other duties and projects as assigned.

WHAT YOU BRING TO THE TABLE.

  • You are a change advocate, you go above and beyond, and you are fun to be around!
  • High School Diploma / GED; College degree strongly preferred.
  • 1-2 years of related insurance experience (brokage experience preferred) or equivalent combination of education & experience strongly preferred.
  • Preferred to be currently licensed in good standing in required lines and states but not required. If unlicensed, must be willing to work towards obtaining license for required lines and states within 1 year of hire.
  • Demonstrated communication skills with the ability to effectively interact with all levels within the organization.
  • Computer proficient with Microsoft Office Suite & Outlook, AMS experience preferred.
  • TAKE THE FIRST STEP TOWARD AN AMAZING FUTURE.

    We want to meet you! Apply today and start your journey to a better tomorrow.

    Department Account Management & ServiceRequired Experience : 1-2 years of relevant experienceRequired Travel : Up to 25%Required Education : High school or equivalent

    HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race / ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

    We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.