Orion Placement · 1 month ago
Client Service Representative Property & Casualty Insurance
Salt Lake City, Utah, United States
Full-time
Onsite
Entry, Mid Level
2+ years expOrion Placement is a fast-growing private wealth and legal services firm that supports high-net-worth clients. They are seeking a Client Service Representative to serve as a primary point of contact for client requests and manage property & casualty insurance policies, ensuring a seamless client experience.
Staffing & Recruiting
Responsibilities
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
Qualification
Required
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
Preferred
Life insurance experience is a plus but not required
Experience working with independent agencies/brokerages and/or high-net-worth clients is a plus
Company
Orion Placement
As a nimble and technology-driven boutique recruiting firm, we are adept at adapting swiftly for success.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Justin Sofman
Co-Founder
Jon Missirlian
Founder
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