Property & Casualty Client Service Associate

Role Overview

Established in 1988, Garback Financial is a client-focused financial planning, wealth management, and insurance firm dedicated to long-term relationships, thoughtful planning, and exceptional service. We are a growing, multi-generational team that values collaboration, integrity, and continuous improvement.

The Property & Casualty Client Service Associate is a client-facing role supporting the Property & Casualty insurance team and delivering a high-quality client experience. Working closely with the P&C Manager, this position requires professionalism, attention to detail, and the ability to manage client relationships and service workflows.

This role is open to both entry-level candidates seeking to begin a licensed insurance career and experienced candidates who already hold an active New Jersey Property & Casualty license.

For unlicensed candidates, this is an entry point into a licensed insurance career, beginning in client service and progressing into a licensed sales and account management role. The individual in this position is expected to pursue New Jersey Property & Casualty licensure within 3–6 months of onboarding, with training and support provided.

For licensed candidates, this role offers the opportunity to step into a structured, growth-oriented environment with a defined path toward expanded service, sales, and account management responsibilities.

This is not a call-center role, but a structured, career-oriented position supporting long-term client relationships.

Opportunity for partial remote work (up to two days per week) after required onboarding and training are completed.

• Serve as a primary point of contact for Property & Casualty clients, managing inquiries, requests, and follow-ups.
• Assist with policy changes, billing questions, certificates, and general account servicing.
• Handle inbound phone calls and emails with professionalism and attention to detail.
• Complete daily tasks and priorities assigned by the Property & Casualty Manager.
• Maintain accurate client records and support internal workflows and documentation standards.
• Learn carrier systems, policy structures, and coverage fundamentals through training and hands-on experience.
• Collaborate with licensed team members to ensure consistent and reliable client service.

• Strong communication skills; highly organized and detail-oriented
• Comfortable working in a fast-paced environment and handling a high volume of client calls, emails, and service requests while maintaining accuracy and professionalism
• Reliable, coachable, and able to follow established processes
• Client-first mindset with strong follow-through and accountability
• Prior experience in customer service, administrative support, or call-center environments preferred
• Active New Jersey Property & Casualty insurance license preferred but not required
• Candidates without a license must be willing to obtain licensure within 3–6 months

• Starting salary: $40,000–$45,000, commensurate with experience and licensing status, plus bonus eligibility
• Licensing support and reimbursement once eligible
• Defined growth path into a licensed P&C service and sales role
• Ongoing training and professional development
• $40,000–$45,000 salary plus bonus potential