What are the responsibilities and job description for the Part-Time Client Service Associate - Financial Services position at WestPoint Financial Group?
Job Title: Client Service Associate (Part-Time)
Location: Hybrid (In-Office Work From Home Flexibility)
Company: Takaful Wealth Management
About The Opportunity
Takaful Wealth Management is seeking a highly client-focused professional who is passionate about delivering exceptional service and building long-term relationships. This role is ideal for someone who enjoys being a trusted resource for clients, proactively supporting their needs, and ensuring a seamless experience from onboarding through renewal.
WestPoint Financial Group is assisting with the sourcing of this candidate. The selected individual will be an employee of Takaful Wealth Management.
Schedule & Compensation
This role serves as a primary point of contact for clients, ensuring they receive timely, accurate, and thoughtful support across all aspects of their health insurance plans. You will play a critical role in strengthening client relationships, ensuring satisfaction, and delivering a high-touch service experience.
Key Responsibilities
Client Relationship Management
Please submit your resume along with a brief note highlighting your client service experience and interest in the role.
Takaful Wealth Management is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Location: Hybrid (In-Office Work From Home Flexibility)
Company: Takaful Wealth Management
About The Opportunity
Takaful Wealth Management is seeking a highly client-focused professional who is passionate about delivering exceptional service and building long-term relationships. This role is ideal for someone who enjoys being a trusted resource for clients, proactively supporting their needs, and ensuring a seamless experience from onboarding through renewal.
WestPoint Financial Group is assisting with the sourcing of this candidate. The selected individual will be an employee of Takaful Wealth Management.
Schedule & Compensation
- Hours: Approximately 25 hours per week
- Schedule: Typically 10:00 AM – 2:00 PM, Monday through Thursday (flexible)
- Work Arrangement: Hybrid
- Compensation:
- Hourly: $25/hour
- Estimated Annual Range: $30,000 – $40,000
This role serves as a primary point of contact for clients, ensuring they receive timely, accurate, and thoughtful support across all aspects of their health insurance plans. You will play a critical role in strengthening client relationships, ensuring satisfaction, and delivering a high-touch service experience.
Key Responsibilities
Client Relationship Management
- Serve as a dedicated, responsive point of contact for client inquiries related to coverage, claims, and plan administration
- Build strong, trust-based relationships through consistent communication and proactive outreach
- Maintain regular client touchpoints, including quarterly check-ins to assess satisfaction and evolving needs
- Address client concerns with urgency and professionalism, ensuring a positive resolution
- Guide new clients through a smooth and supportive onboarding process
- Conduct needs assessments to recommend appropriate health insurance solutions
- Clearly explain plan options, benefits, and costs to help clients make informed decisions
- Oversee enrollment, ensuring all documentation is complete and the implementation process is seamless
- Proactively engage clients 90 days ahead of renewal to schedule reviews and discuss options
- Analyze renewal changes and present competitive alternatives focused on value and cost savings
- Help clients navigate plan adjustments or mid-year changes with ease
- Reinforce client confidence by anticipating needs and delivering thoughtful recommendations
- Collaborate with insurance carriers to resolve claims, service issues, and administrative matters
- Escalate complex issues as needed and follow through to ensure timely resolution
- Partner with internal leadership on high-touch or complex client situations
- Work with consultants on specialized cases and larger group solutions
- Accurately document all client interactions and maintain up-to-date records
- Follow established processes to ensure consistency and compliance
- Coordinate with office administrator to support organized and efficient record management
- Maintain attention to detail in all aspects of client service delivery
- Active IL Life and Health insurance license (preferred)
- Experience in client service, account management, or relationship-based roles (health insurance or benefits industry required)
- Exceptional communication skills with a client-first mindset
- Strong organizational skills and attention to detail
- Ability to manage multiple client relationships simultaneously
- Problem-solving mindset with a commitment to delivering excellent service
- Comfortable working independently in a flexible, hybrid environment
- Flexible, part-time schedule designed for work-life balance
- Opportunity to build meaningful client relationships and make a direct impact
- Supportive, team-oriented environment
- Exposure to complex cases and personalized client solutions
Please submit your resume along with a brief note highlighting your client service experience and interest in the role.
Takaful Wealth Management is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Salary : $30,000 - $40,000