Client Service Representative
- Westport, CT
- $90,000 per year
- Permanent
- Full-time
Location: Westport, CT
Salary: $90,000 â 120,000
Contact: Paul Chatlos, pchatlos@smithhanley.comOur client is seeking a Client Services/ Operations Associate to work directly with our life insurance clientsâ policy holders and manage active âleadsâ or âcasesâ. 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.Client Service Representative 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.Client Service Representative Job Qualifications and Requirements:-2-4 yearsâ 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.