Client Service Representative Property & Casualty Insurance

Why This Is a Great Opportunity

• Join a fast-growing, high-end private wealth and legal services firm supporting high-net-worth clients.
• Work in a polished, organized environment with strong mentorship from senior leadership.
• Build deep expertise in property & casualty insurance, including personal and commercial lines.
• Make a real impact by ensuring a seamless, white-glove client experience.
• Enjoy stable hours, professional growth opportunities, and a values-driven culture.

Location

• This is an on-site role in Salt Lake City, Utah, offering hands-on training, team collaboration, and direct support from leadership.

Note

• Candidates must have at least 2 years of client service or account management experience in property & casualty insurance (personal and/or commercial lines). Life insurance experience is a plus but not required.

About Our Client

Our client is a law-firm-led private wealth organization supporting high- and ultra-high-net-worth clients across estate planning, tax strategy, insurance, and financial services. Their team is known for exceptional client care, professionalism, and delivering highly coordinated, error-free service in a regulated environment, including complex property & casualty insurance programs.

Job Description

• Serve as a primary point of contact for client requests, updates, service needs, and follow-ups.
• Schedule and prepare client meetings, including agendas and attendance confirmations.
• Provide timely updates and set clear expectations throughout the service process.
• Assist with new business and ongoing service for personal and commercial P&C insurance policies (e.g., home, auto, umbrella, small commercial, etc.).
• Prepare, review, and submit applications, endorsements, certificates, and other documents to carriers and service partners.
• Track cases through underwriting, approvals, policy issuance, delivery, renewals, and post-issue service.
• Coordinate with carriers, brokers, and vendors to ensure timely processing and resolution of service items.
• Monitor and resolve pending items or missing documentation quickly and accurately.
• Support compliance through accurate documentation, policy files, and organized records.
• Maintain CRM notes, pipelines, and tracking reports for all active clients and cases.
• Improve workflows and templates to increase efficiency and reduce errors.
• Support retention and client satisfaction by delivering a polished, empathetic client experience.

Qualifications

• 2+ years of client service, account management, or operations experience in property & casualty insurance (personal and/or commercial lines).
• Strong organizational skills and ability to manage multiple accounts and cases simultaneously.
• Excellent written and verbal communication skills.
• Proficiency with CRM systems, Outlook/Calendars, and Microsoft Office/Google Workspace.
• Ability to handle sensitive, confidential information.
• Reliable, detail-oriented, and proactive.
• Experience working with independent agencies/brokerages and/or high-net-worth clients is a plus.

Why Youll Love Working Here

• Supportive and collaborative environment with strong leadership engagement.
• Clear career path for growth within a specialized financial and legal services firm.
• Work that feels meaningful clients deeply appreciate your support.
• A high-touch, professional culture built on accuracy, empathy, and trust.
• Exposure to high-end financial, tax, and insurance strategy work.

JPC- 483

Job Type: Full-time

Requirements: Must have 2+ years of P&C (property & casualty) insurance client service/account management experience (personal and/or commercial lines). Relocation: NO. PACK: NO.

Submissions Name / Travis and Jade / [email protected]; [email protected]

Quick Recruiter Reference (Internal Summary)

Our client is a private wealth law group offering estate planning, tax, insurance, and financial services to high-net-worth clients. This CSR role supports the Financial Services & Insurance Director with case processing, client communication, and compliance workflows. The ideal candidate is polished, organized, and experienced in regulated financial/insurance environments.

Recruiters Submission: To submit cancel - Client Services Representative – Financial Services & Insurance - Private Wealth Law Group. - JPC 483 - Source

**New Job Order Alert**

• Client job title: Client Services Representative – Financial Services & Insurance

• Location: Salt Lake City, UT

• On-site, hybrid, remote: On-site

• Experience: 2

• Good fit job titles/keywords for candidates: Client Services Representative, Financial Services Coordinator, Insurance Case Manager, Client Support Specialist, Wealth Management Support, Financial Operations Assistant, Insurance Service Coordinator, Client Relations SpecialistClient Services Representative, Financial Services Coordinator, Insurance Case Manager, Client Support Specialist, Wealth Management Support, Financial Operations Assistant, Insurance Service Coordinator, Client Relations Specialist

• # of hires needed: 1

• Open or not to recruiters on TE: NO