Job Location : Westport,CT, USA
Get AI-powered advice on this job and more exclusive features.This range is provided by Brewer Morris. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range $90,000.00/yr - $110,000.00/yrAdditional compensation types Annual BonusRole 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; andIdentification 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; andExperience with CRM systems a plus.A background check and pre-employment screening is required and must be successfully completed prior to employment.Seniority level Seniority level AssociateEmployment type Employment type Full-timeJob function Job function Customer Service and AdministrativeIndustries Insurance and Financial ServicesReferrals increase your chances of interviewing at Brewer Morris by 2xGet notified about new Client Services Associate jobs in Westport, CT .Westport, CT $90,000.00-$185,000.00 1 week agoStamford, CT $74,000.00-$80,000.00 2 weeks agoWhite Plains, NY $58,000.00-$72,000.00 6 days agoWhite Plains, NY $58,000.00-$72,000.00 1 week agoHarrison, NY $50,000.00-$55,000.00 1 week agoPurchase, NY $35,000.00-$85,000.00 2 weeks agoClient Services Associate – Wealth Management Westport, CT $40,000.00-$50,000.00 4 weeks agoGreenwich, CT $50,000.00-$60,000.00 2 weeks agoStamford, CT $55,000.00-$72,000.00 1 week agoClient Service Associate (Southbury, CT) Purchase, NY $55,000.00-$95,000.00 1 week agoWestport, CT $33,280.00-$85,000.00 1 week agoClient Intake & Records Management Coordinator Stamford, CT $55,000.00-$60,000.00 1 week agoStamford, CT $75,000.00-$90,000.00 2 weeks agoFlex SMA Operations Client Services Associate - USW Greenwich, CT $100,000.00-$115,000.00 1 month agoWe're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr