Olivia Lathrop

Roles and Responsibilities: Data Analysis: Gather, analyze, and interpret large data sets to provide insights on case manager performance, evaluate Key Performance Indicators (KPIs), and ensure adherence to both internal and external Service Level Agreements (SLAs). Develop and refine KPIs that align with the company’s strategic objectives Provide actionable recommendations based on analysis to improve […]

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 […]

Roles Duties & Responsibilities: Drive deal processes, and associated due diligence activities, for potential Fund investments, and present results to senior management and investors; Manage, monitor and review in-force investments of the Funds; Source and analyze data from multiple sources to generate structuring, risk assessment, and new product/investment opportunities across the Funds; Build relationships with […]

Role Description: Located in Westport, Connecticut, our client is creating a group COO role to facilitate growth across each of its operating businesses, and to institutionalize (and standardize) operating infrastructure, data management, reporting, vendor management, contracting, and compliance. This newly created position presents an opportunity to join a small team across a number of niche […]