What are the responsibilities and job description for the Client Services Associate position at Brewer Morris?
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.
Salary : $90,000 - $110,000
