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Client Operations Specialist

2 months 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 Services/Operations Associate to engage directly with policyholders and oversee active cases. The ideal candidate will be a proactive individual with excellent interpersonal skills and a proven ability to navigate challenges. Attention to detail is crucial in this role, which offers a chance to contribute to a dynamic and growing organization.

Key Responsibilities:

  • Manage inbound opportunities for buybacks and restructures by communicating with policyholders in a professional and empathetic manner, providing innovative solutions as needed;
  • Conduct thorough due diligence on current opportunities, evaluating potential risks associated with individual cases while familiarizing oneself with relevant state laws and regulations;
  • Generate quotes for policyholders by understanding the key financial elements and dynamics of each case;
  • Utilize the internal Customer Relationship Management (CRM) system to manage leads, proactively addressing challenges with initiative and determination;
  • Create and maintain comprehensive client/customer reports on a weekly, monthly, and quarterly basis;
  • Update and uphold internal process and procedure documentation;
  • Analyze and report on customer feedback and surveys;
  • Identify and pursue new business opportunities to foster growth.

Qualifications:

  • 2-4 years of experience in a customer service or client-facing role;
  • A strong customer-focused mindset with the ability to cultivate and sustain effective relationships both internally and externally;
  • Experience in project management, showcasing problem-solving skills and the ability to devise creative solutions;
  • Capability to excel in a fast-paced work environment;
  • Exceptional organizational skills with a keen eye for detail and accuracy;
  • Proficiency in Microsoft Office Suite (MS Excel, MS Word, MS PowerPoint);
  • Experience in financial services or insurance is advantageous;
  • Familiarity with CRM systems is a plus.

Additional Information: A background check and pre-employment screening will be conducted prior to employment.