We are looking for a skilled Client Services Coordinator to join our team on a contract basis in San Antonio, Texas. This position supports an individual life and disability insurance agent by handling administrative duties, facilitating client interactions, and ensuring accurate recordkeeping. The ideal candidate will bring excellent organizational skills, strong attention to detail, and familiarity with insurance processes to excel in this role. Responsibilities: • Manage calendars, organize appointments, and schedule meetings to ensure efficient time management. • Draft and prepare client correspondence, policy documents, and presentation materials. • Maintain well-organized electronic and physical files for client and policy records. • Address client inquiries regarding life and disability insurance policies, providing timely and thorough responses. • Assist clients with applications, claims, policy changes, and follow-ups to ensure a seamless experience. • Process new business applications, track their progress, and liaise with carriers to guarantee timely issuance. • Verify the accuracy of client data and documentation, ensuring everything meets compliance standards. • Create reports, proposals, and insurance illustrations to support the agent’s activities. • Stay updated on current insurance products, underwriting requirements, and compliance regulations. • Ensure all documentation adheres to regulatory requirements and maintain confidentiality of sensitive information.

• High school diploma required; associate or bachelor’s degree is preferred. • Minimum of 2 years of administrative experience, with a preference for experience in the insurance sector. • Familiarity with life and disability insurance terminology and processes. • Proficiency in Microsoft Office tools, including Excel (VLOOKUP), Word, and PowerPoint. • Strong organizational and multitasking capabilities, with excellent time management skills. • Exceptional written and verbal communication skills. • Ability to work independently and maintain discretion while handling sensitive information. • Licensed in Life & Health Insurance or willingness to obtain the license.

<h3 class="rh-display-3--rich-text">TalentMatch®</h3> 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. <a href="https://www.roberthalf.com/us/en/mobile-app" target="_blank">Download the Robert Half app</a> 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 <a href="https://roberthalf.gobenefits.net/" target="_blank">roberthalf.gobenefits.net</a> for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to <a href="https://www.roberthalf.com/us/en/terms">Robert Half’s Terms of Use</a>.

San Antonio, TX
onsite
Temporary
22.80 - 26.40 USD / Hourly
We are looking for a skilled Client Services Coordinator to join our team on a contract basis in San Antonio, Texas. This position supports an individual life and disability insurance agent by handling administrative duties, facilitating client interactions, and ensuring accurate recordkeeping. The ideal candidate will bring excellent organizational skills, strong attention to detail, and familiarity with insurance processes to excel in this role. Responsibilities: • Manage calendars, organize appointments, and schedule meetings to ensure efficient time management. • Draft and prepare client correspondence, policy documents, and presentation materials. • Maintain well-organized electronic and physical files for client and policy records. • Address client inquiries regarding life and disability insurance policies, providing timely and thorough responses. • Assist clients with applications, claims, policy changes, and follow-ups to ensure a seamless experience. • Process new business applications, track their progress, and liaise with carriers to guarantee timely issuance. • Verify the accuracy of client data and documentation, ensuring everything meets compliance standards. • Create reports, proposals, and insurance illustrations to support the agent’s activities. • Stay updated on current insurance products, underwriting requirements, and compliance regulations. • Ensure all documentation adheres to regulatory requirements and maintain confidentiality of sensitive information.
2025-11-11T13:28:54Z

Client Services Coordinator - Insurance Job in San Antonio | Robert Half