Client Relations Associate

Lean Ops · Islamabad, Islamabad Capital Territory, Pakistan

About LeanOps

LeanOps partners with businesses across global markets by providing highly skilled remote professionals who become an extension of our clients’ teams. We recruit exceptional talent, provide comprehensive training, and deliver reliable operational support while maintaining high standards of security, compliance, and operational excellence.

Position Overview

LeanOps is seeking a Client Relations Associate to provide professional, responsive, and accurate support to one of our insurance agency clients. The role combines customer service, administrative coordination, documentation, and follow-up to help deliver a smooth experience for customers and support efficient day-to-day operations.

No prior insurance experience is required. Comprehensive training will be provided to help you understand the role, client processes, and the basics of insurance-related workflows. The ideal candidate is a strong communicator, highly organized, detail-oriented, and comfortable working with customers and business systems.

Key Responsibilities

Customer Service & Client Support

• Communicate with customers professionally through phone, email, and other approved communication channels.
• Respond to customer questions and requests with timely, accurate, and helpful information.
• Assist customers with updates, follow-ups, documentation, and routine service requests.
• Build positive customer relationships and consistently represent the client with professionalism.

Administrative Support & Data Management

• Maintain accurate customer, account, and policy information across relevant systems.
• Complete routine administrative tasks, data entry, document handling, and record updates.
• Ensure information is organized, complete, and updated in a timely manner.
• Follow established processes and complete assigned tasks accurately and within required timelines.

Insurance Support

• Assist with basic insurance-related activities such as policy changes, renewals, documentation, and quotes as required.
• Coordinate with internal teams, insurance carriers, and other stakeholders to support customer requests.
• Escalate complex issues or exceptions to the appropriate team members when required.
• Follow client procedures and maintain appropriate confidentiality when handling customer and policy information.

Process & Team Collaboration

• Work closely with team members and client stakeholders to resolve requests and maintain service quality.
• Learn and follow client-specific systems, workflows, service standards, and operating procedures.
• Identify recurring issues or process gaps and communicate them to the appropriate team members.
• Participate in training, coaching, and ongoing process improvement initiatives.

Qualifications

Required

• Excellent spoken and written English with strong professional communication skills.
• Customer-focused approach with a genuine willingness to help and resolve customer needs.
• Strong attention to detail, organization, and follow-through.
• Comfortable using computers, email, and standard business software.
• Ability to learn new systems, processes, and industry concepts quickly.
• Ability to work independently while also contributing effectively as part of a team.
• Ability to work remotely and consistently align with US business hours.

Preferred

• Prior customer service, client support, administrative, or technical support experience.
• Prior experience in insurance, financial services, or another regulated service environment.
• Experience working with CRM, ticketing, policy administration, or other customer management systems.
• Fresh graduates and candidates with strong communication and organizational skills are encouraged to apply.

Key Competencies

• Professional communication
• Customer empathy and service mindset
• Attention to detail and accuracy
• Organization and time management
• Problem-solving and follow-through
• Adaptability and willingness to learn
• Teamwork and collaboration
• Professionalism and accountability

What We Offer

• Competitive salary and career progression opportunities
• Paid annual, maternity, and paternity leave
• Health insurance
• Ongoing professional development
• Structured onboarding and comprehensive training
• Modern remote work environment
• Supportive leadership focused on your success