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Open nowFirst seen 4 days ago

Client Service Representative Property & Casualty Insurance

Orion Placement1,371 open roles

Where
Salt Lake City, Utah, United States
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Your applicationOpen nowClient Service Representative Property & Casualty InsuranceOrion Placement · Salt Lake City, Utah, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Orion Placement's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market. Orion Placement postings stay open a median of 1 days.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

Orion Placement median: 1 days open

The posting

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

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