Insurance Client Services Specialist
Remote / Online - Candidates ideally in
The Woodlands, Montgomery County, Texas, USA
Listed on 2026-07-29
The Woodlands, Montgomery County, Texas, USA
Listing for:
Northwestern Mutual
Remote/Work from Home
position Listed on 2026-07-29
Job specializations:
-
Insurance
Job Description & How to Apply Below
Volante Integrated Planning, a boutique wealth management firm, seeks a Client Service Representative to support insurance operations, client service, and advisor collaboration. The role focuses on processing applications, maintaining records, and coordinating with the Home Office to drive timely underwriting and policy delivery.
Ideal candidates have 1–3 years in financial services or client service, plus Texas Life and Health licensing or completion within 30 days of hire.
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