Job Description

Congruent Insurance Solutions, LLC (“CIS” or the “Company”) 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.

Located in Westport Connecticut, CIS seeks a candidate 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 small team and help influence the growth and strategic direction of CIS.  A successful candidate will be a highly focused self-starter who enjoys independent work, with minimal supervision, and being part of a small, entrepreneurial team.

ROLES AND 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;
• 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;
• 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;
• Management of leads using internal Customer Relationship Management (“CRM”) system; and predicting, avoiding and/or resolving challenges as they arise with initiative and persistence;
• Identification of new opportunities to continually grow the 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;
• Comfortable with financial concepts such as Net Present Value
• Strong written communication skills for both internal communication of proposals and business decision-making more generally, and for interactions with external counterparties.
• Comfort working independently, with little supervision;
• 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