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Client Services Specialist: Insurance & Wealth

Job in Pleasant Hill, Contra Costa County, California, 94523, USA
Listing for: Lenox Advisors
Full Time position
Listed on 2026-01-15
Job specializations:
  • Insurance
    Insurance Sales
Job Description & How to Apply Below
Position: Client Services Specialist: Insurance & Wealth Support
A leading insurance firm is seeking a Client Service Associate to provide exceptional service and support to a busy agent. This role involves a variety of underwriting and client service tasks related to life, disability, and long-term care insurance. The ideal candidate will have 3-5 years of experience in the financial services or insurance industry, strong communication skills, and proficiency in Microsoft Office.

Competitive salary and benefits are offered, along with a focus on employee wellbeing.
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