Client Services Consultant Jobs in Oklahoma
Client Services Consultant jobs in Oklahoma are concentrated in Oklahoma City and Tulsa, where financial services, energy, and insurance sectors drive steady demand across account management, relationship advisory, and implementation support specialties. Large employers such as ONEOK, MidFirst Bank, and Blue Cross and Blue Shield of Oklahoma maintain ongoing needs for client-facing consultants at levels from associate to senior. Demand is particularly strong for professionals who can manage complex B2B accounts or guide clients through software onboarding. Find a role that fits below and apply directly.
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Showing 5 of 49+ Client Services Consultant jobs
Job Summary
The Client Consultant serves as a strategic advisor and relationship steward for assigned clients, combining deep coverage expertise with hands-on service when needed. This role is focused on retention, client satisfaction, and account growth through additional coverage placement—not on new business production quotas. The Client Consultant is accountable for customer satisfaction, problem resolution, and ensuring all client needs are met, while demonstrating a no-ego, servant-leader mindset.
Job Functions
- Develop and maintain strong, long-term relationships with existing clients, ensuring complete satisfaction and excellent customer service
- Provide technical and analytical support for assigned accounts, specifically in analyzing current and future client needs
- Identify additional lines of coverage for existing clients, present and discuss with the client, and successfully implement approved additions
- Lead the service team function related to client applications, quotes and policies, as well as preparation of summaries of insurance, schedules, and proposals
- Make presentations, as needed, to all levels of the client’s management team and be able to explain complex products in an understandable manner
- Assume the lead in renewal meetings with clients, discuss strategy, and manage marketing and carrier negotiations
- Conduct periodic meetings with assigned Account Managers, providing updates and ensuring policies and procedures are planned and understood
- Successfully implement the RM4U service model, for designated clients to identify and address risk to improve/maintain the client’s risk profile
- Remain abreast of trends and techniques to maintain a competitive advantage for the agency
- Refer current and prospective clients to the Employee Benefits Department and/or Personal Insurance Department for solicitation of those lines of business
- Support occasional upselling efforts with existing clients; not responsible for traditional producer new business quotas.
- Assist with operational service tasks (e.g., issuing certificates, processing endorsements, pulling carrier documents) when needed to ensure seamless client service
- Work collaboratively with producers, account managers, and operations staff to execute client strategy and ensure all service commitments are met
- Attend industry, client service, and product training seminars, as well as company meetings and educational activities needed to remain current on the latest developments in the marketplace and maintain required licenses
- Review all activities relating to the client’s exposure/operations to avoid issues involving potential errors and omissions
Additional Responsibilities
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.
Job Requirements
- 7 – 9 years of previous commercial lines insurance sales or consulting experience preferred
- Bachelor's degree preferred
- Property and Casualty license, as required by the State Department of Insurance
- Possession of, or the ability to quickly obtain, a property and casualty license, as required by the State Department of Insurance
- CPCU, CIC, CRIS, CRM, ARM, or other related designations preferred
Knowledge, Skills, and Abilities
- Strong knowledge of commercial lines and surety coverages, field underwriting for carrier appetites, marketing and rating
- Strong business acumen, with the ability to relate to the client’s business and develop trust
- Ability to travel, both locally and overnight, as needed for client meetings
- Strong leadership skills, with the ability to influence others
- Excellent presentation and negotiation skills
- Strong analytical and problem-solving skills
- Strong PC skills, with a focus on the Microsoft Office Suite of products (Word, Excel, Outlook, Teams, etc.) and the ability to effectively utilize agency management systems
- Ability to bridge the gap between strategic client consulting and day-to-day service execution.
- Demonstrates humility and willingness to perform any task necessary for client success, regardless of title or typical role boundaries.
- Ability to work within a fast-paced, changing priority environment
- Self-motivated, with the initiative to prioritize and be self-directed
- Ability to communicate effectively, both verbally and in writing
- Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
- Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
- Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Work Conditions
- Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
- Ability to lift up to 20 pounds, occasionally
- Requires operation of a computer workstation, including keyboard and video display
- All requirements may be modified to reasonably accommodate physical or mental impairment
Job Summary
The Client Consultant serves as a strategic advisor and relationship steward for assigned clients, combining deep coverage expertise with hands-on service when needed. This role is focused on retention, client satisfaction, and account growth through additional coverage placement—not on new business production quotas. The Client Consultant is accountable for customer satisfaction, problem resolution, and ensuring all client needs are met, while demonstrating a no-ego, servant-leader mindset.
Job Functions
- Develop and maintain strong, long-term relationships with existing clients, ensuring complete satisfaction and excellent customer service
- Provide technical and analytical support for assigned accounts, specifically in analyzing current and future client needs
- Identify additional lines of coverage for existing clients, present and discuss with the client, and successfully implement approved additions
- Lead the service team function related to client applications, quotes and policies, as well as preparation of summaries of insurance, schedules, and proposals
- Make presentations, as needed, to all levels of the client’s management team and be able to explain complex products in an understandable manner
- Assume the lead in renewal meetings with clients, discuss strategy, and manage marketing and carrier negotiations
- Conduct periodic meetings with assigned Account Managers, providing updates and ensuring policies and procedures are planned and understood
- Successfully implement the RM4U service model, for designated clients to identify and address risk to improve/maintain the client’s risk profile
- Remain abreast of trends and techniques to maintain a competitive advantage for the agency
- Refer current and prospective clients to the Employee Benefits Department and/or Personal Insurance Department for solicitation of those lines of business
- Support occasional upselling efforts with existing clients; not responsible for traditional producer new business quotas.
- Assist with operational service tasks (e.g., issuing certificates, processing endorsements, pulling carrier documents) when needed to ensure seamless client service
- Work collaboratively with producers, account managers, and operations staff to execute client strategy and ensure all service commitments are met
- Attend industry, client service, and product training seminars, as well as company meetings and educational activities needed to remain current on the latest developments in the marketplace and maintain required licenses
- Review all activities relating to the client’s exposure/operations to avoid issues involving potential errors and omissions
Additional Responsibilities
This job description is intended to describe the level of work required of the person performing the position. Essential functions are outlined; however, other duties may be assigned, as needs arise, or as required to support the essential functions. Specific performance objectives may be developed each year to measure the performance of the tasks and functions listed in this job description.
Remote work opportunities vary by location, department, and business need and are subject to change, as needed. Each manager will provide details on any telecommuting opportunities, as well as scheduling, within their department.
Job Requirements
- 7 – 9 years of previous commercial lines insurance sales or consulting experience preferred
- Bachelor's degree preferred
- Property and Casualty license, as required by the State Department of Insurance
- Possession of, or the ability to quickly obtain, a property and casualty license, as required by the State Department of Insurance
- CPCU, CIC, CRIS, CRM, ARM, or other related designations preferred
Knowledge, Skills, and Abilities
- Strong knowledge of commercial lines and surety coverages, field underwriting for carrier appetites, marketing and rating
- Strong business acumen, with the ability to relate to the client’s business and develop trust
- Ability to travel, both locally and overnight, as needed for client meetings
- Strong leadership skills, with the ability to influence others
- Excellent presentation and negotiation skills
- Strong analytical and problem-solving skills
- Strong PC skills, with a focus on the Microsoft Office Suite of products (Word, Excel, Outlook, Teams, etc.) and the ability to effectively utilize agency management systems
- Ability to bridge the gap between strategic client consulting and day-to-day service execution.
- Demonstrates humility and willingness to perform any task necessary for client success, regardless of title or typical role boundaries.
- Ability to work within a fast-paced, changing priority environment
- Self-motivated, with the initiative to prioritize and be self-directed
- Ability to communicate effectively, both verbally and in writing
- Excellent interpersonal skills, with the ability to interact effectively with both colleagues and managers, across all levels
- Ability to promote and maintain a team environment, willing to find accommodating solutions for our customers, companies, and the Agency
- Ability to successfully adhere to company policies and procedures, as well as maintain strict confidentiality
Work Conditions
- Ability to perform approximately 90% sedentary work, exerting up to 10 pounds of force occasionally, and negligible force frequently
- Ability to lift up to 20 pounds, occasionally
- Requires operation of a computer workstation, including keyboard and video display
- All requirements may be modified to reasonably accommodate physical or mental impairment
See All 49 Client Services Consultant Jobs in Oklahoma
Find roles in Oklahoma that match your experience and apply in just a few clicks.
Find JobsClient Services Consultant Jobs by City in Oklahoma
Where Oklahoma roles are concentrated, by current openings.
Client Services Consultant Job Market in Oklahoma
A snapshot from current Oklahoma openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Fintech
- Technology & Software
What Oklahoma Employers Look For
The qualifications that appear most often in client services consultant jobs across Oklahoma.
- Bachelor's degree in business, communications, or a closely related field required
- Two or more years of client-facing account management or customer success experience
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for client presentations and reporting
- Ability to manage multiple client accounts simultaneously while meeting service deadlines
- Experience working within energy, financial services, or insurance industries preferred
Client Services Consultant Jobs in Oklahoma: Frequently Asked Questions
How do you become a client services consultant in Oklahoma?
Most client services consultant roles in Oklahoma require a bachelor's degree in business, communications, or a related field, and no state-issued license applies to the role itself. Employers in Oklahoma City and Tulsa typically look for candidates who have built experience in account management, customer success, or inside sales. Industry-specific certifications, such as those tied to financial services or project management, strengthen applications and are recognized by Oklahoma's larger employers in banking, energy, and insurance.
Which companies hire client services consultants in Oklahoma?
Oklahoma client services consultant roles are posted by JPMorganChase, BOK Financial, and Waterfield Technologies and others right now, based on current listings on Migrate Mate as of July 2026. Oklahoma's energy corridor and regional financial institutions make the state a consistent market for client-facing roles tied to long-term enterprise accounts.
Which Oklahoma cities have the most client services consultant jobs?
Oklahoma City, Tulsa, and Edmond have the most client services consultant openings in Oklahoma. Oklahoma City leads because of its concentration of corporate headquarters in energy, insurance, and healthcare administration, while Tulsa's refining and manufacturing base generates demand for B2B account consultants, and smaller markets like Broken Arrow and Norman often reflect hiring by large employers based in those two metros.
Are there remote client services consultant jobs in Oklahoma?
Yes, and more than most fields. About 32% of client services consultant openings tied to Oklahoma are remote or hybrid as of July 2026, reflecting how much of the work is conducted over phone, video, and digital platforms rather than on-site. The most consistently remote segments are software implementation support and financial account management, where client contact happens entirely through virtual channels.
How can I get hired as a client services consultant in Oklahoma with little or no experience?
The most realistic entry path is moving from a customer-facing role such as inside sales representative, customer support specialist, or banking service associate into a junior client services position. Large Oklahoma employers in banking and insurance, including regional institutions headquartered in Oklahoma City, often hire associates directly from customer service teams and provide structured onboarding. Completing a recognized project management or CRM certification before applying gives candidates a measurable edge over other entry-level applicants.
Where can I find and apply to client services consultant jobs in Oklahoma?
You can find and apply to client services consultant jobs in Oklahoma on Migrate Mate, which lists current Oklahoma openings across Oklahoma City, Tulsa, and the broader state. Find roles that fit your experience level and specialization, then apply directly to the employers posting them.
See All 49 Client Services Consultant Jobs in Oklahoma
Find roles in Oklahoma that match your experience and apply in just a few clicks.
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