Strategic Client Services & Operations Analyst

Congruent Insurance Solutions LLC; Westport (CT); On-site; USD 60,000 - 75,000; Full time

Job summary

Congruent Insurance Solutions LLC is seeking a high-energy, analytical Client Services & Operations Associate in Westport, CT. The role involves direct client interaction, managing cases from inquiry to completion, and collaborating with life insurers and reinsurers on financial and operational matters.

Ideal candidates have 1–2 years of experience, strong Excel and data-thinking skills, and the ability to handle complex information with accuracy and care.

Qualifications

• Recent college graduate or 1–2 years of professional experience.
• Strong analytical and communication skills.
• Comfortable working with numbers and financial information.

Responsibilities

• Manage a portfolio of active cases from initial inquiry through completion.
• Communicate with policyholders by phone and email, building trust and guiding them through the financial process.
• Analyze structured settlements and life insurance policies to understand financial implications for client decisions.
• Maintain accurate case records, generate regular reporting, and support process improvements.

Skills

Analytical thinking

Client service

Tools

Excel

CRM systems

SQL

Power BI

Job description

Congruent Insurance Solutions LLC is seeking a high-energy, analytical Client Services & Operations Associate in Westport, CT. The role involves direct client interaction, managing cases from inquiry to completion, and collaborating with life insurers and reinsurers on financial and operational matters.

Ideal candidates have 1–2 years of experience, strong Excel and data-thinking skills, and the ability to handle complex information with accuracy and care.