Client Services Representative

Supporting life insurance policyholders and financial agents, the full-time remote Client Services Representative will manage client inquiries, policy changes, and initial claims processing while ensuring a high-touch customer experience. Key responsibilities Handle inbound requests from clients and agents regarding policy changes and updates Monitor premium due dates and coordinate follow-ups to prevent policy lapses Maintain accurate client records in the SmartOffice CRM platform and ensure compliance with data privacy standards Required qualifications 1-3 years of experience in retail, hospitality, administrative support, or call center environments Strong comfort level with learning new software systems, preferably with experience in Microsoft Office Suite and CRM software Desire to learn a new industry and ability to absorb complex administrative guidelines Exceptional verbal and written communication skills with a professional demeanor High school diploma or equivalent required; an Associate's or Bachelor's degree is a plus