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

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