Garback Financial · 4 hours ago
Property & Casualty Client Service Associate
Colts Neck, NJ
Full-time
Hybrid
New Grad, Entry Level
$40K/yr - $45K/yrGarback Financial is a client-focused financial planning, wealth management, and insurance firm established in 1988. They are seeking a Property & Casualty Client Service Associate to support their insurance team and deliver high-quality client experiences, with opportunities for both entry-level and licensed candidates.
Auto InsuranceFinancial ServicesHealth InsuranceLife Insurance
Hiring Manager
Carly Golightly
Responsibilities
Serve as a primary point of contact for Property & Casualty clients, managing inquiries, requests, and follow-ups
Assist with policy changes, billing questions, certificates, and general account servicing
Handle inbound phone calls and emails with professionalism and attention to detail
Complete daily tasks and priorities assigned by the Property & Casualty Manager
Maintain accurate client records and support internal workflows and documentation standards
Learn carrier systems, policy structures, and coverage fundamentals through training and hands-on experience
Collaborate with licensed team members to ensure consistent and reliable client service
Qualification
Required
Strong communication skills; highly organized and detail-oriented
Comfortable working in a fast-paced environment and handling a high volume of client calls, emails, and service requests while maintaining accuracy and professionalism
Reliable, coachable, and able to follow established processes
Client-first mindset with strong follow-through and accountability
Candidates without a license must be willing to obtain licensure within 3–6 months
Preferred
Prior experience in customer service, administrative support, or call-center environments preferred
Active New Jersey Property & Casualty insurance license preferred but not required
Benefits
Medical insurance
401(k) with 5% employer match
Professional development opportunities
Supportive, growth-focused culture
Company
Garback Financial
At Garback Financial, we help individuals, families, and businesses gain clarity, confidence, and long-term direction in their financial lives.
Founded in 1988
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase