Manager of Client Services Job at Brewer Morris, Westport, CT

Y2k1VEFJUE8wcUp1TkZGMSs4QTh0TGRGWGc9PQ==
  • Brewer Morris
  • Westport, CT

Job Description

Position : Manager of Client Services

Location : Westport, Connecticut

About the Company : A niche service provider specializing in life insurance and reinsurance solutions, assisting insurers in managing their liabilities through direct policyholder transactions.

Key Responsibilities

  • Manage and build a team of Client Service Managers.
  • Develop and implement a strategy for operational excellence, including Key Performance Indicators (KPIs).
  • Oversee Service Level Agreements (SLAs) and address any performance gaps.
  • Identify and implement improvements to existing processes.
  • Handle end-to-end case management for high-value inbound opportunities.
  • Generate financial quotes by understanding key case dynamics.
  • Supervise contract applications and ensure completeness.
  • Conduct qualitative due diligence on policyholder cases and relevant regulations.
  • Oversee lead management within the CRM system and resolve challenges proactively.
  • Identify and support new business growth initiatives.

Requirements

  • Minimum 5 years of experience in customer service and/or financial services.
  • Proven ability to lead, coach, and train a team.
  • Strong knowledge of financial concepts such as Net Present Value.
  • Customer-focused approach with strong relationship-building skills.
  • Effective written communication for both internal and external interactions.
  • Ability to work independently in a fast-paced environment.
  • Strong attention to detail and organizational skills.
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint); CRM experience (Microsoft Dynamics) is a plus.

Type : Full-time

Job Tags

Full time, Contract work,

Similar Jobs

Ministorage

Web Design Intern / Web Designer Job at Ministorage

About us: Ministorage is a start-up company in the self storage business, based in Shanghai. We are looking for a strongly motivated web design intern to contribute to the development of our web site.

Incedo Inc.

Kafka Admin Job at Incedo Inc.

 ...tools (e.g., Ansible, Terraform). Monitoring Tools : Experience with monitoring tools like Prometheus, Grafana, Dynatrace, and Splunk ITSI. Security : Knowledge of security best practices for Kafka, including SSL/TLS, Kerberos, and RBAC. Problem-Solving : Strong... 

River Rocks Landing

Customer Support Specialist Job at River Rocks Landing

If you're passionate about customer success and adept at juggling multiple projects, we'd love to have you on board.In this role, you'll be instrumental in onboarding new customers and ensuring they receive the full benefits of our product.You'll be the guide to our customers... 

DataAnnotation

Freelance Writer Job at DataAnnotation

 ...team to help train AI chatbots while gaining the flexibility of remote work and choosing your own schedule. We are looking for a Freelance Writer to join our team and teach AI chatbots. You will have conversations with chatbots in order to measure their progress, as... 

LTIMindtree

Account Director - Media & Entertainment Job at LTIMindtree

 ...business insight and growth instincts to manage a portfolio of accounts in the Media &...  ...including broadcasters, streamers, out-of-home services, and telco ISVs, are using our...  ...studios, publishers, and information service providers, who are also investing in technology to...