Account Manager

Rapidly growing Life and Annuities Financial Services firm is looking for a Sales Support/Customer Support Analyst to work with this organization Life Insurance customers policy holders on inbound buyback/restructure opportunities. Chance to make a major impact in the continued growth of this firm.

What are people saying about this company?

Friendly Environment Supportive Colleagues, Truly based on Company values

Positive work environment great place to learn

Great work life balance, exciting and fun environment

Title: Sales Support / Case Manager

Salary: $90,000 – $110,000 +Bonus

Location: Fairfield, CT

Responsibilities:

This Sales resource will be responsible for managing the relationship with existing policy holders and guiding them through the process when buying new Life/Annuities products.

You will be responsible for case management of inbound buyback/restructure opportunities through liaising with policy holders with empathy, professionalism, and effective creative solutions. Generation of quotes for policy holders by gaining an understanding of the key financial drivers and dynamics of each case.

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.

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.

Requirements:

2-4 years’ experience in customer service, sales support, sales account management or client facing role.

Strong customer-centric mindset and ability to build and maintain strong, collaborative, and effective relationships internally and externally.

Financial services/ insurance Life/Annuities experience highly desired, including and understanding of insurance regulations.

Experience with CRM systems a plus.