Client Relationship And Operations Associate

About the Role

The Client Relationship and Operations Associate is a full-time, on-site role based in Dallas, TX. This role supports client-facing advisors and internal teams by handling day-to-day service requests, coordinating policy changes, and maintaining accurate client records and documentation.

Key Responsibilities

• Responding to client inquiries.
• Preparing proposals and renewal materials.
• Tracking key deadlines.
• Assisting with the implementation of insurance and employee benefits solutions.
• Streamlining operational workflows.
• Supporting data entry and reporting.
• Ensuring timely follow-up on outstanding items.

Requirements & Tech Stack

• Client service and relationship management skills, including responsiveness, professionalism, and the ability to build trust with diverse stakeholders.
• Operational and administrative skills, such as data entry accuracy, document management, process coordination, and task prioritization.
• Communication skills, including clear written and verbal communication, active listening, and the ability to explain information in an accessible way.
• Analytical and problem-solving skills to interpret information, resolve issues, and support effective risk and benefits solutions.
• Proficiency with office productivity tools (e.g., Microsoft Office or similar), CRM or client management systems, and basic reporting tools.
• Ability to work collaboratively in a team environment, while taking ownership of individual responsibilities in a fast-paced setting.
• Attention to detail, strong organizational skills, and reliability in meeting deadlines and managing multiple priorities.

Qualifications

• Prior experience in insurance, employee benefits, financial services, or a related client service or operations role is preferred.
• Associate or Bachelor’s degree in business, finance, insurance, or a related field, or equivalent experience.