Client Service Associate Insurance Job Summary: As a Client Service Associate (CSA) in an insurance company , you will be responsible for supporting clients by handling inquiries, processing requests, and assisting with policy administration. Your role will ensure excellent customer service, policy accuracy, and smooth communication between clients and internal teams. Requirements: Education & Experience: Bachelors degree in business, Finance, Insurance, or a related field (preferred but not required). 0-1 years of experience in customer service, insurance, or administrative support. Experience in insurance, risk management, and financial services is a plus. Knowledge of insurance policies, underwriting, and claim processes is beneficial. Skills & Competencies: Excellent verbal and written communication skills. Strong customer service and problem-solving abilities. Attention to detail and ability to handle multiple tasks efficiently . Knowledge of insurance regulations and compliance requirements . Ability to work independently and collaboratively in a team environment. Strong organizational skills with the ability to manage client records and documentation . Should have knowledge in Microsoft Excel. Should be able to work in Night Shifts Responsibilities: Client Support & Communication Serve as the primary point of contact for client inquiries regarding policies, renewals, billing, and claims. Respond to customer concerns and escalate issues when necessary. Maintain strong relationships with clients, and underwriters. Policy Administration & Documentation Assist with policy issuance, renewals, endorsements, and cancellations . Ensure accuracy in client records and update account details as needed. Handle COI (Certificate of Insurance) requests and ensure timely delivery. Claims & Billing Assistance Assist in billing inquiries , payment processing, and premium reminders. Ensure clients receive the correct policy documents and explanations. Compliance & Reporting Ensure all policies and procedures comply with insurance regulations . Maintain accurate records and generate reports as needed. Stay updated on industry trends, policy changes, and coverage options . Why Join Us? A collaborative work environment with professional growth opportunities. Exposure to a dynamic insurance industry with client-facing responsibilities. Competitive compensation with benefits (if applicable).

Client Outreach & Communication Make calls to prospective and existing clients to promote insurance products (Health, Business, Visitors, etc.) Follow up on leads and inquiries to convert prospects into customers Build and maintain strong relationships with clients through regular communication Digital Marketing & Social Media Manage the companys presence on platforms like LinkedIn, Facebook, and Instagram Create and post engaging content related to insurance services, client success stories, and industry tips Run paid ad campaigns to generate leads and increase brand visibility Content Creation & Newsletters Draft and send monthly newsletters highlighting insurance updates, seasonal tips, and service promotions Create informative content like blog posts, flyers, and client guides to educate and attract clients Online Promotion & Lead Generation Post service listings on job boards, local directories, and classified sites Use CRM tools or lead platforms to generate and track prospects for business development Market Research & Strategy Monitor industry trends, competitor offerings, and client feedback to refine marketing strategies Assist in developing new campaigns and service promotions based on seasonal insurance needs Collaboration & Reporting Work closely with the sales and support teams to align marketing efforts with client needs Track campaign performance and prepare reports with key insights and recommendations Preferred Skills: Strong communication and interpersonal skills Confident in making outbound calls and presenting services Familiar with social media marketing and CRM tools Creative mindset with attention to detail Prior experience in insurance or client-facing roles is a plus