Job Overview – Client Services & Operations Associate:
Become a Client Services & Operations Associate with our insurance client in Westport, CT, managing case opportunities, performing due diligence, and providing high-level client service. This fast-paced role in financial services requires strong problem-solving skills and attention to detail.
Compensation: $80,000 – $120,000/year + bonus
Location: Westport, CT
Schedule: 8:30 AM to 5:30 PM, Monday to Friday (In-Office)
Responsibilities as the Client Services & Operations Associate:
- Case Management: Oversee inbound buyback/restructure opportunities, liaising with policyholders to provide empathetic and effective solutions.
- Due Diligence: Perform qualitative assessments of potential risk factors and applicable state laws/regulations.
- Quote Generation: Understand key financial drivers to generate quotes for policyholders.
- Management: Track and manage leads using a CRM system, proactively resolving challenges.
- Reporting: Create and maintain client reports on a weekly, monthly, and quarterly basis.
Qualifications for the Client Services & Operations Associate:
- Education: Bachelor's degree in Business Administration, Finance, or a related field preferred.
- Experience: 2-8 years in Customer Service or Client-Facing roles, preferably in Insurance.
- Skills: Strong customer-centric mindset, project management experience, and excellent problem-solving skills.
- Technical Proficiency: Proficiency in Microsoft Office (Excel, Word, PowerPoint) and experience with CRM systems a plus.
- Attributes: Ability to thrive in a fast-paced environment with strong organizational skills and attention to detail.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.