Insurance Service Specialist

Congruent Insurance Solutions, LLC (“CIS”) is a niche services and solutions provider to US Life Insurer and Reinsurer clients, located in Westport, CT.

CIS is a white label Third Party Administrator (“TPA”), providing service on behalf of US life insurance or reinsurance companies seeking to buy back certain of their life insurance/reinsurance liabilities from policy holders.

We are seeking to add a motivated self-starter to our team to work directly with policy holders and to manage active leads. The ideal candidate will have strong interpersonal skills, a demonstrated ability to problem solve, and a meticulous attention to detail. This position represents an opportunity to join a new, growing company, and a small team in building and shaping the company from the ground up.

Role Duties & Responsibilities:

• End to end case management of inbound opportunities from lead stage to final contracting by liaising with policy holders with empathy, professionalism, and efficiency;
• Performing qualitative due diligence on current opportunities by assessing potential risk factors on individual cases, and becoming familiar with the applicable laws and regulations related to individual opportunities;
• Generation of quotes for policy holders by gaining an understanding of the key financial dynamics and closing mechanics of each case;
• Management of case level applications and contracts, including a review of returned contracts for content and completeness;
• 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;
• Identification of new opportunities to continually grow CIS business.

Job Qualifications and Requirements:

• 5 years’ experience in customer service and/or financial services;
• Ability to coach, train, and lead a team;
• Strong customer-centric mindset and ability to build and maintain strong, collaborative and effective relationships internally and externally;
• Comfort working independently, with little supervision;
• Project management experience, demonstrating the ability to problem solve;
• 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);
• CRM Experience (specifically Microsoft Dynamics) a plus

A background check and pre-employment screening is required and must be successfully completed prior to employment.

Job Type: Full-time

Benefits:

• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

Ability to commute/relocate:

• Westport, CT 06880: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Required)

Experience:

• Sales Experience: 2 years (Preferred)

Work Location: One location