Business Operations Associate

Located in Connecticut, our client is seeking a Client Services/ Operations Associate to work directly with our life insurance clients’ policy holders and 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.

• 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.

• 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.

The SR Group (US), Inc. is acting as an Employment Agency in relation to this vacancy.

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