Experience Inc. Jobs

Job Information

Robert Half Client Service Associate in Boston, Massachusetts

Description We are offering a short term contract employment opportunity in Boston, Massachusetts for a Client Service Associate. The role is in the industry and requires a high level of organization and attention to detail. As a Client Service Associate, you will be tasked with managing client communications, handling data entry, and maintaining accurate client records.

Responsibilities:

• Respond to incoming calls from clients and brokers

• Manage the distribution of incoming mail, including date stamping and photocopying

• Handle the processing of incoming checks and check requests

• Enter client data into the computer system and issue/send policies to clients/brokers

• Issue policies and finance agreements, including transmittal to clients and companies

• Generate certificates of insurance

• Create and maintain client files, including the central pending file system

• Issue new prospect/renewal letters

• Update and maintain the database

• Complete Underwriting Evaluation forms

• Assist in the production of reports

• Carry out additional duties as assigned, including photocopying and typing

• Participate in special projects as assigned Requirements • Proven experience as a Client Service Associate or similar role.

• Familiarity with switchboard operations, specifically handling 1-10 lines.

• Excellent communication and interpersonal skills.

• Ability to handle multiple tasks and prioritize work effectively.

• Strong problem-solving skills and ability to make quick decisions.

• Good knowledge of customer relationship management (CRM) tools.

• Strong organizational skills and attention to detail.

• Ability to work well in a team environment.

• High level of professionalism and a customer-focused attitude.

• Willingness to continuously improve and learn new skills.

• Ability to handle client issues patiently and efficiently.

• Proficiency in Microsoft Office Suite.

• A Bachelor's degree in Business Administration or related field is preferred. TalentMatch®

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

DirectEmployers