What are the responsibilities and job description for the Client Services Associate position at Brewer Morris?
Our Client is a niche services and solutions provider to US Life Insurer and Reinsurer clients. They are a white label Third Party Administrator (“TPA”), enabling US life insurance or reinsurance companies to buy back their life insurance/reinsurance liabilities directly from underlying policy holders.
Located in Westport Connecticut, our client is seeking a Client Services/ Operations Associate to work directly with our life insurance clients’ policy holders and manage active ‘leads’ or ‘cases’. The ideal candidate is a motivated self-starter, with strong interpersonal skills, and a demonstrated ability to problem solve. The successful candidate should also have meticulous attention to detail. This position represents an opportunity to join a young, growing company, as part of a small team in building and shaping the company.
Role Duties & Responsibilities:
- Case management of inbound buyback/restructure opportunities through liaising with policy holders with empathy, professionalism, and effective creative solutions;
- Performing qualitative due diligence on current opportunities by assessing potential risk factors on individual cases, and becoming familiar with the applicable laws and regulations on a state by state basis;
- Generation of quotes for policy holders by gaining an understanding of the key financial drivers and dynamics of each case;
- Management of leads using internal Customer Relationship Management (“CRM”) system; and predicting, avoiding and/or resolving challenges as they arise with initiative and persistence;
- Creation and maintenance of client/customer reporting on a weekly, monthly, quarterly basis;
- Maintenance of internal process and procedure documents;
- Analysis and reporting of customer feedback/surveys; and
- Identification of new opportunities to continually grow the business.
Job Qualifications and Requirements:
- 2-4 years’ experience in customer service or client facing role;
- Strong customer-centric mindset and ability to build and maintain strong, collaborative, and effective relationships internally and externally;
- Project management experience, demonstrating the ability to problem solve and identify creative solutions;
- Ability to thrive in a fast-paced environment;
- Exceptional organizational skills with a high consideration to detail and accuracy;
- Comfort with Microsoft Office suite (MS Excel, MS Word, MS PowerPoint);
- Financial services/ insurance experience a plus; and
- Experience with CRM systems a plus.
A background check and pre-employment screening is required and must be successfully completed prior to employment.
Job Type: Full-time, on-site
Salary : $90,000 - $110,000
