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Client Service Representative

Westport, CT 06880

Posted: 07/07/2025 Category: Data Science Job Number: 23710 Salary: 90,000

Job Description

Title: Client Service Representative
Location: Westport, CT
Salary: $90,000 – 120,000
Contact: Paul Chatlos, pchatlos@smithhanley.com

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.

Client Service Representative 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.

Client Service Representative 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.
 

Meet Your Recruiter

Paul Chatlos
Principal

Paul Chatlos joined Smith Hanley in 2013. He is currently the Data Science and Analytics Practice Lead for the East and West Coasts and a Principal of the company. Prior to joining Smith Hanley, he recruited marketing professionals in the pharmaceutical, medical device and biotechnology industries and also worked in Physician Recruitment. He prides himself on building excellent relationships with both clients and candidates in order to best address their hiring needs and career goals. He also believes that recruiting is finding the best “match” of candidate and opportunity. 

He holds a BS in Psychology from James Madison University. Outside of work, Paul enjoys playing golf regularly and is an avid sports fan. 

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About Westport, CT

Ready to embark on a new career adventure near Westport, Connecticut? Explore our job opportunities in this charming coastal town, known for its picturesque landscapes, vibrant arts scene, and upscale dining options. With proximity to the beautiful Sherwood Island State Park and the renowned Westport Country Playhouse, this area offers a perfect blend of nature and culture for job seekers looking to thrive in a dynamic community. Don't miss out on the chance to work near iconic spots like the Saugatuck River, MoCA Westport, and the Levitt Pavilion for the Performing Arts. Start your journey to a fulfilling career in Westport today!

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