What are the responsibilities and job description for the Operations Associate for Westport-Based Company position at Brewer Morris?
We are seeking a highly organized and detail-oriented Operations Associate to join our team at Brewer Morris. As a key member of our operations team, you will be responsible for managing cases involving policyholder interactions and tracking leads using a CRM system.
This is an excellent opportunity for a professional with experience in financial services, investment banking or insurance industries. If you have a passion for building strong relationships and delivering top-notch customer service, we encourage you to apply.
- 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.
The ideal candidate will possess 2–4 years of experience in customer service or a client-facing role. Strong analytical and problem-solving skills are essential for success in this position.
