What are the responsibilities and job description for the Client Services Representative position at Brewer Morris?
We are seeking a Client Services Representative with experience in financial services, investment banking or insurance industries to work for a growing company in Westport Connecticut. This role will interact with customers and internal leadership on a daily basis, assisting to facilitate the needs of the client.
Position: Client Services/Operations Associate
Company Location: Westport, Connecticut
Key Responsibilities
- Manage cases involving policyholder interactions with empathy and professionalism.
- Conduct qualitative due diligence, understanding state-specific regulations.
- Generate quotes for policyholders and evaluate financial case dynamics.
- Track and manage leads using a CRM system; predict and resolve challenges.
- Create and maintain client/customer reports regularly.
- Update internal process documentation and analyze customer feedback.
- Identify and support new business opportunities for growth.
Requirements
- 2–4 years of experience in customer service or a client-facing role.
- Strong relationship-building, organizational, and problem-solving skills.
- Ability to excel in a fast-paced environment with attention to detail.
- Proficiency in Microsoft Office (Excel, Word, PowerPoint); CRM familiarity is a plus.
- Background in financial services or insurance is advantageous.
- Completion of background and pre-employment checks is mandatory.
Type: Full-time, on-site
Salary : $90,000 - $110,000
