Client Services Associate

  • Location
    Westport, Connecticut
  • Contract Type
    Permanent
  • Posted
  • Start Date
    ASAP
  • Industry
    Banking and financial services
  • Salary
    USD90000 - USD110000 per annum
  • Expiry Date
    2025-02-25

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.

The SR Group (UK) Limited is acting as an Employment Agency in relation to this vacancy.

Apply now



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