Brewer Morris
Client Services Associate
Brewer Morris - Westport, Connecticut, us, 06889
Work at Brewer Morris
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Overview
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This range is provided by Brewer Morris. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$90,000.00/yr - $110,000.00/yr Additional compensation types
Annual Bonus 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. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Customer Service and Administrative Industries Insurance and Financial Services Referrals increase your chances of interviewing at Brewer Morris by 2x Get notified about new Client Services Associate jobs in
Westport, CT . Westport, CT $90,000.00-$185,000.00 1 week ago Stamford, CT $74,000.00-$80,000.00 2 weeks ago White Plains, NY $58,000.00-$72,000.00 6 days ago White Plains, NY $58,000.00-$72,000.00 1 week ago Harrison, NY $50,000.00-$55,000.00 1 week ago Purchase, NY $35,000.00-$85,000.00 2 weeks ago Client Services Associate – Wealth Management
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$90,000.00/yr - $110,000.00/yr Additional compensation types
Annual Bonus 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. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Customer Service and Administrative Industries Insurance and Financial Services Referrals increase your chances of interviewing at Brewer Morris by 2x Get notified about new Client Services Associate jobs in
Westport, CT . Westport, CT $90,000.00-$185,000.00 1 week ago Stamford, CT $74,000.00-$80,000.00 2 weeks ago White Plains, NY $58,000.00-$72,000.00 6 days ago White Plains, NY $58,000.00-$72,000.00 1 week ago Harrison, NY $50,000.00-$55,000.00 1 week ago Purchase, NY $35,000.00-$85,000.00 2 weeks ago Client Services Associate – Wealth Management
Westport, CT $40,000.00-$50,000.00 4 weeks ago Greenwich, CT $50,000.00-$60,000.00 2 weeks ago Stamford, CT $55,000.00-$72,000.00 1 week ago Client Service Associate (Southbury, CT)
Purchase, NY $55,000.00-$95,000.00 1 week ago Westport, CT $33,280.00-$85,000.00 1 week ago Client Intake & Records Management Coordinator
Stamford, CT $55,000.00-$60,000.00 1 week ago Stamford, CT $75,000.00-$90,000.00 2 weeks ago Flex SMA Operations Client Services Associate - USW
Greenwich, CT $100,000.00-$115,000.00 1 month ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr