Client Services Manager

Congruent Insurance Solutions; Westport (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

Congruent Insurance Solutions, LLC is seeking a motivated Client Service Manager to oversee individual policyholder cases from initial inquiry through completion, in a hands‑on role for a small, entrepreneurial team.

The ideal candidate will manage inbound opportunities end-to-end, communicate with policyholders, generate quotes, review contracts for completeness, and ensure timely, compliant processing while growing with the company.

Qualifications

• 2+ years of experience managing a client or customer caseload in financial services or a detail-oriented environment.
• Experience communicating directly with individual consumers.
• Strong organization and follow-through across multiple active cases.
• Empathy when assisting people with sensitive financial circumstances.
• Basic understanding of financial concepts or ability to learn quickly.
• Working knowledge of Microsoft Excel, Word, and PowerPoint.

Responsibilities

• End-to-end case management of high value inbound opportunities from lead stage to final contracting.
• Generate quotes for policyholders by understanding financial dynamics and closing mechanics.
• Manage case level applications and contracts, reviewing for content and completeness.
• Perform qualitative due diligence on opportunities and understand applicable laws and regulations.
• Supervise leads using CRM and address challenges with initiative.
• Identify new opportunities to grow the CIS business.

Skills

Client caseload management

CRM experience

Empathetic communication

Financial concepts

Microsoft Excel

Word / PowerPoint

Organizational skills

Attention to detail

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Congruent Insurance Solutions, LLC (“CIS” or the “Company”), is a niche services and solutions provider to US Life Insurer and Reinsurer clients. CIS is a white label Third Party Administrator (“TPA”), enabling US life insurance or reinsurance companies to buy back their life insurance/reinsurance liabilities directly from underlying policy holders. CIS is a wholly owned subsidiary of Dochas Holdings LLC.

CIS is seeking a motivated Client Service Manager to manage individual policyholder cases from initial inquiry through completion. This is a hands‑on role for someone who has experience managing a client caseload, communicating with customers, and keeping detailed processes moving forward.

The ideal candidate is organized, responsive, comfortable working with financial information, and able to take ownership of their work with limited supervision. This is an opportunity to join a small, entrepreneurial team, gain exposure to a specialized area of financial services, and grow as the business expands.

Responsibilities

• End-to-end case management of high value 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 and supervision 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.

Qualifications

• 2+ years of experience managing a client or customer caseload, preferably in financial services, banking, wealth management, mortgage, insurance, or another detail-oriented service environment
• Experience communicating directly with individual consumers
• Strong organization and follow-through across multiple active cases
• Ability to communicate with empathy when assisting people with sensitive or complex financial circumstances
• Basic understanding of financial concepts, such as time value of money or discounted cash flow, or the ability to learn them quickly
• Working knowledge of Microsoft Excel, Word, and PowerPoint
• Strong written and verbal communication skills
• High attention to detail and accuracy
• Self-directed work style with the ability to take initiative and meet measurable expectations
• Experience using a customer relationship management system is preferred; Microsoft Dynamics experience is a plus
• Interest in growing with a small, fast-moving company and taking on greater responsibility over time

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.