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Client Services Specialist - Life Insurance and Annuities

Rocky Hill, CT

Posted: 08/31/2023 Employment Type: Temp to Hire Industry: Office Support Job Number: 10425

Job Description

Client Services Specialist - Life Insurance and Annuities
*Financial services or insurance experience required* 

Location: Rocky Hill, CT

Job Type: Temp to Hire

Hours: Monday-Friday, Full time

Pay: $20-25/ hr, depending on experience

J. Morrissey & Company is recruiting for a Client Services Specialist  to join the front-end team for a local small business. This opportunity is with a longstanding firm in the professional services industry and is best suited for a organized, tech savvy, and friendly administrative professional.

  • Serve as the primary point of contact for clients as they enter the office and greet them in a professional and friendly manner
  • Address inquiries
  • Schedule and confirm appointments with clients and follow up when needed
  • Manage the company’s phone line
  • Maintain accurate and updated client information in CRM
  • Assist in converting the office to “paperless”
  • Update computer systems and software when necessary
  • Processing insurance claims and producing quotes for annuities
  • Assisting and leading special projects
  • Using office equipment such as copier, max machine, etc.
  • Taking in, opening, and distributing mail
  • Other duties as assigned

  • Professionalism and a customer-oriented background and attitude
  • Must have strong attention to detail
  • 2+ years of administrative experience
  • Knowledge of Annuities and Life Insurance preferred 
  • Proficiency with Microsoft Office Suite (Word, Excel)


Meet Your Recruiter

Colin Paterson
Vice President, Accounting & Finance and Office Services

Colin Paterson has over 6 years of experience in the staffing industry and leads our Office Support team here at J. Morrissey. He primarily focuses on temporary placements of office and financial professional across all industries.

Prior to joining J. Morrissey, Colin was a Contracts and Recruiting Manager at a national recruiting and staffing firm where he led a team of recruiters focusing on sourcing and filling skilled positions across manufacturing, engineering and distribution industries. While there he learned various management styles, industry trends, sales techniques and situational leadership skills.

Colin is actively involved with Quinnipiac Valley Chamber of Commerce, Bristol Continuing Education, and the Central Connecticut State University Alumni Association. He received his Bachelor’s degree in Business Administration from Central Connecticut State University. His recruiting and staffing industry knowledge enables him to communicate effectively with his candidates and clients to ensure good matches on both sides.

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