Client Services Representative

Robert Half Finance & Accounting

Full-time other-general
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Location
Spokane Valley, WA, United States
Posted
July 11, 2026

Job Description

Description
We are looking for a Client Services Representative to support insurance application processing and ongoing policy service for clients in Washington. This position acts as a central point of coordination among clients, financial representatives, underwriting teams, home office contacts, and external carriers to keep new business and service activity moving efficiently. The ideal candidate brings strong administrative judgment, excellent communication skills, and the ability to manage multiple priorities while maintaining accuracy throughout each stage of the client experience.


Responsibilities:

• Oversee insurance applications from initial intake through underwriting review and final policy delivery, ensuring each step is completed accurately and on schedule.

• Handle policy servicing requests such as beneficiary updates, contact information changes, and other account maintenance needs with careful attention to detail.

• Support...