Fogarty Knapp & Associates
Fogarty Knapp & Associates

 

 

job listing

Client Account Analyst - NP

Need motivated self-starter on team who will work directly with policyholders and manage active leads. End-to-end case management, start to final contracting with empathy, professionalism and efficiency; perform due diligence by assessing potential risk factors on individual cases; gain understanding of key financial dynamics and closing mechanics of each case; management of leads using internal Customer Relationship Management (CRM) system; creation/maintenance of client/customer reporting on a weekly, monthly and quarterly basis; 2-5 years’ experience in customer service or client facing role; strong customer-centric mindset and ability to build and maintain effective relationships internally/externally; project management experience; comfort with Microsoft Office suite (MS Excel, Word, PowerPoint); experience reviewing contracts; financial services/insurance experience a plus and experience with CRM systems a plus.

Salary range: $80k exempt

Send resume as a Word attachment to: alljobs@fogartyknapp.com.

Fogarty Knapp & Associates :: Stamford, CT

Fogarty Knapp & Associates © 2013. Site by webweavers.
Fogarty Knapp & Associates Home Page Directions to Fogarty Knapp & Associates About Fogarty Knapp & Associates Search Job Listings Directions to Fogarty Knapp & Associates About Fogarty Knapp & Associates Search our Job Listings database