Client Services Associate

2 weeks ago


Westport, Connecticut, United States Brewer Morris Full time
About the Role

Brewer Morris is seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a Client Services Associate, you will play a critical role in managing our client relationships and driving business growth.

Key Responsibilities
  • Case Management: Manage inbound buyback/restructure opportunities by liaising with policy holders, providing creative solutions, and ensuring timely resolution.
  • Due Diligence: Conduct qualitative assessments of current opportunities, evaluating potential risk factors and staying up-to-date on applicable laws and regulations.
  • Quote Generation: Develop quotes for policy holders by analyzing key financial drivers and dynamics of each case.
  • Lead Management: Utilize our internal Customer Relationship Management (CRM) system to manage leads, predict challenges, and resolve issues with initiative and persistence.
  • Reporting and Analysis: Create and maintain client/customer reporting on a weekly, monthly, and quarterly basis, analyzing customer feedback and identifying new business opportunities.
  • Process Improvement: Maintain internal process and procedure documents, ensuring seamless operations and continuous improvement.
Requirements
  • 2-4 years' experience in customer service or client-facing roles.
  • Strong customer-centric mindset and ability to build and maintain strong relationships.
  • Project management experience, with a proven ability to problem-solve and identify creative solutions.
  • Ability to thrive in a fast-paced environment.
  • Exceptional organizational skills, with a high attention to detail and accuracy.
  • Proficiency in Microsoft Office suite (MS Excel, MS Word, MS PowerPoint).
  • Financial services/insurance experience a plus.
  • Experience with CRM systems a plus.


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