Operations Associate

4 days ago

Westport, United States W3Global Inc. Full time
Job DescriptionJob Description

Client is seeking a candidate to work directly with its life insurance clients' policy holders and to 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 business.

Job Qualifications and Requirements:

  • 2+ 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.

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