Client Services Associate

3 weeks ago

Westport, United States Brewer Morris Full time

Our Client is a niche services and solutions provider to US Life Insurer and Reinsurer clients. They are a white label Third Party Administrator (“TPA”), enabling US life insurance or reinsurance companies to buy back their life insurance/reinsurance liabilities directly from underlying policy holders.


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.


Job Type: Full-time, on-site

  • Client Services Associate

    4 weeks ago

    Westport, United States Brewer Morris Full time

    Our Client is a niche services and solutions provider to US Life Insurer and Reinsurer clients. They are a white label Third Party Administrator (“TPA”), enabling US life insurance or reinsurance companies to buy back their life insurance/reinsurance liabilities directly from underlying policy holders.Located in Westport Connecticut, our client is...

  • Client Operations Specialist

    4 days ago

    Westport, Connecticut, United States Brewer Morris Full time

    Job SummaryBrewer Morris is seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a Client Services Associate, you will be responsible for managing client relationships, providing exceptional customer service, and driving business growth.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...

  • Client Service Representative

    4 days ago

    Westport, Connecticut, United States Bank of America Full time

    About the RoleThis position is responsible for providing exceptional client service support to Financial Advisors (FAs) at Bank of America. Key responsibilities include:Supporting enterprise strategic objectives and operational excellence goals within the FA's businessCustomizing solutions based on the specific needs of the FA and their clientsServing as the...

  • Retail Customer Service Associate

    2 weeks ago

    Westport, United States Mitchell Stores Full time $17 - $18

    Job DescriptionJob DescriptionCustomer Service Job ResponsibilitiesMitchell Stores is a high-end luxury brand retail store for men's and women's designer and contemporary clothing, jewelry and accessories with 8 locations across the US. We are known for providing impeccable customer service.We are currently seeking an experienced Customer Service...

  • Retail Customer Service Associate

    2 weeks ago

    Westport, United States Mitchell Stores Full time $17 - $18

    Job DescriptionJob DescriptionCustomer Service Job ResponsibilitiesMitchell Stores is a high-end luxury brand retail store for men's and women's designer and contemporary clothing, jewelry and accessories with 8 locations across the US. We are known for providing impeccable customer service.We are currently seeking experienced Customer Service...

  • Client Operations Specialist

    2 weeks ago

    Westport, Connecticut, United States Brewer Morris Full time

    Company Overview: Brewer Morris is a specialized provider of services and solutions tailored for clients in the US life insurance and reinsurance sectors. As a third-party administrator (TPA), we facilitate the process for life insurance and reinsurance companies to manage their liabilities effectively.Position Summary: We are currently seeking a Client...

  • Client Operations Specialist

    2 weeks ago

    Westport, Connecticut, United States Brewer Morris Full time

    Company Overview: Brewer Morris is a specialized provider of services and solutions tailored for clients in the US life insurance and reinsurance sectors. As a white label Third Party Administrator (TPA), we facilitate the process for life insurance and reinsurance companies to manage their liabilities directly with policyholders.Position Summary: We are...

  • Sales Associate

    2 months ago

    Westport, United States Rowan Full time

    About our Sales Associates As a Sales Associate, you will be the face of Rowan for ear piercing clients and jewelry shoppers who visit our retail location in Westport, CT. You are friendly, organized, and sales-minded, and our clients remember you for the way you made them feel safe and celebrated during their ear-piercing experience. In addition to your...

  • Customer Service and Sales Associate

    1 month ago

    Westport, United States SFOPORTCO Full time

    Job DescriptionJob DescriptionLooking for part-time customer service and sales associate for our location in the beach town of Westport WA. This position will be a combination of food service and sales to a store that specializes in an amazing selection of candies, fudge, accessories, collectibles, keepsakes, and gifts.Requirements: Excellent interpersonal...

  • Associate Attorney

    2 months ago

    Westport, United States Needle Cuda Divorce & Family Law Full time

    Company DescriptionNeedle Cuda Divorce & Family Law is a "high touch" law firm located in Westport, CT, specializing in Divorce and Family Law matters for ultra-high-net-worth clients. With a focus on execeptional client service, we provide personalized and informed guidance to help our clients make confident decisions and move their lives forward. Our areas...

  • Associate Attorney

    2 weeks ago

    Westport, United States Needle Cuda Divorce & Family Law Full time

    Company Description Needle Cuda Divorce & Family Law is a "high touch" law firm located in Westport, CT, specializing in Divorce and Family Law matters for ultra-high-net-worth clients. With a focus on execeptional client service, we provide personalized and informed guidance to help our clients make confident decisions and move their lives forward. Our...

  • Associate Attorney

    4 weeks ago

    Westport, United States Needle Cuda Divorce & Family Law Full time

    Company DescriptionNeedle Cuda Divorce & Family Law is a 'high touch' law firm located in Westport, CT, specializing in Divorce and Family Law matters for ultra-high-net-worth clients. With a focus on execeptional client service, we provide personalized and informed guidance to help our clients make confident decisions and move their lives forward. Our areas...

  • Business Development Associate

    3 months ago

    Westport, United States LMG Connecticut Full time

    Limitless Management Group is a dynamic, fast-growing business development firm looking for a proactive and enthusiastic Business Development Associate to forge impactful relationships with partners and improve prospective client volume. The Business Development Associate will build relationships and assist the sales team to gain new customers through...

  • Business Development Associate

    3 months ago

    Westport, United States LMG Connecticut Full time

    Limitless Management Group is a dynamic, fast-growing business development firm looking for a proactive and enthusiastic Business Development Associate to forge impactful relationships with partners and improve prospective client volume. The Business Development Associate will build relationships and assist the sales team to gain new customers through...

  • Customer Experience Associate

    2 days ago

    Westport, Connecticut, United States Glowbar Full time

    About GlowbarGlowbar is a pioneering skincare company that is revolutionizing the industry with its people-centric approach. Our mission is to empower individuals to feel confident in their skin, and we're committed to making skincare more accessible, efficient, and effective.As a rapidly growing company, we're seeking passionate and service-oriented...

  • Financial Planning Associate

    2 weeks ago

    Westport, Connecticut, United States Lead Advisor Full time

    Company Overview: Lead Advisor, LLC is a distinguished consulting firm specializing in wealth management and advisory services. This position is associated with one of our esteemed clients. Position Summary: Our client, recognized for excellence in wealth management and financial planning, is seeking a Paraplanner to enhance their commitment to providing...

  • Financial Planning Associate

    1 week ago

    Westport, Connecticut, United States Lead Advisor Full time

    Lead Advisor, LLC is a premier consulting and recruitment firm specializing in wealth management. This opportunity is for one of our esteemed clients. Explore additional wealth management roles at our platform.Our client, a distinguished wealth management and advisory practice, is seeking a Financial Planning Associate to uphold their commitment to...

  • Associate Attorney

    2 months ago

    Westport, United States Needle | Cuda: Divorce and Family Law Full time

    Job DescriptionJob DescriptionWe are looking for an experienced Associate Attorney to join our team! You will work directly with our Managing Partner to support the litigation of high-net-worth divorce matters--including complex property and asset division and contested child custody. And, over time you will work independently to develop your own...

  • Financial Planning Associate

    1 week ago

    Westport, Connecticut, United States Lead Advisor Full time

    Lead Advisor, LLC is a premier consulting and recruitment firm specializing in wealth management. This opportunity is for one of our esteemed clients. Explore additional wealth management roles at our platform.Our client, a distinguished wealth management and advisory practice, is seeking a Financial Planning Associate to uphold their commitment to...

  • Real Estate Sales Associate

    4 days ago

    Westport, Connecticut, United States Keller Williams Westport Full time

    About the RoleWe are seeking a highly motivated and ambitious Real Estate Sales Associate to join our dynamic luxury team at Keller Williams Westport. As a Showing Agent, you will play a crucial role in unlocking the full potential of our clients' real estate goals.Key ResponsibilitiesConduct thorough research on potential properties and local markets to...