Client Services Associate | The Strategies Group

CAREERS

JOB POSITION: Client Services Associate

LOCATION:

Stratford, CT. In-person to start with potential hybrid flexibility after onboarding and training

WHAT WE OFFER:

We believe in building an environment where people can do their best work. That means providing a competitive financial foundation, clear avenues for professional growth, and the structure you need to feel supported in areas of your life.

Competitive base Salary
Health Insurance
Training milestone bonuses
Performance Bonuses
Client referral bonuses
Training & Learning Bonuses
Paid time off
Paid holidays

THE OPPORTUNITY & WHAT YOU'LL DO:

This role is intentionally structured to give you a 360-degree view of our agency. While your daily execution is firmly centered around Client Services and Administrative Support, you will gain direct exposure to multiple facets of the business. Your day-to-day work balances core operational support with cross-departmental exposure:

Core Client Services & Admin: Act as the first line of defense and the primary administrative anchor. You will handle inbound/outbound client communications (calls, emails, texts, faxes) , manage schedules , process documentation , and ensure data entry in our CRM is flawless.
Client Advocacy & Support: Partner with our senior team to help clients navigate complex claims, resolve processing bottlenecks with insurance carriers, and provide an empathetic, human-to-human experience.
Business Process Operations: Learn how our tech stack integrates. You'll assist in auditing client databases, identifying manual friction points, and responsibly deploying AI tools to automate repetitive tasks—freeing up more human-to-human time.
Agent Support & Logistics: Work side-by-side with our licensed producers to prepare quoting packages, compile plan design data, and ensure they have everything they need to deliver flawless client consultations.
Growth & Marketing Exposure: Support marketing initiatives, such as referral campaigns, updating client communication templates, or helping clean lead data for targeted outreach.

WHO YOU ARE & WHAT YOU BRING:

Externally, your demeanor is warm, friendly, and dependable. Internally, you thrive on being sharp, deeply curious, highly organized, you are mission driven, and you are looking to learn how a modern business actually operates.

Required:

Be authorized to work in the United States without employer sponsorship or employer participation in an immigration-related work authorization process, now or in the future.
Exceptional written and verbal communication skills; you enjoy interacting with people and have a natural capacity for empathy and kindness.
An elite organizational mindset. You pay attention to details others miss , love ticking boxes off a checklist, and take pride in precise data management.
A strong work ethic and a "no task is too small" ownership mentality.
You're tech-driven by nature. Systems don't intimidate you; with training, you thrive in a cloud-based, paper-light environment.

Preferred (but not required):

Experience: Prior experience in customer-facing roles (hospitality, retail, banking, corporate administration, or healthcare).
Tools: Familiarity with Google Workspace, Apple hardware/OS, modern CRMs, and foundational AI Models (Gemini, ChatGPT, Claude, etc).
Languages: Bilingual or multilingual skills (Spanish and/or Portuguese) are a huge asset.

Note: If you believe you’re a fit for this role, but don’t meet our preferred qualifications, we still encourage you to apply. While our hard requirements are non-negotiable, we’re otherwise open-minded, and don’t need you to be the “perfect” candidate on paper

WHERE CAN YOUR CAREER GO?:

Successful mastery of this role is a definitive launching pad inside the business. Depending on your performance and interests, your path can evolve directly into:

Operations & Technology Management: Building and scaling workflows)
Digital Marketing & Growth Operations: Driving lead generation and branding)
Licensed Advisory / Client Management: Stepping into a more advance producer or senior advisory track)
Something else? As you grow, perhaps a completely different role emerges that is best suited to your skillset

The door is wide open if you're ready to walk through it.

WHAT TO KNOW GOING IN (THE FINE PRINT):

Home Office: We currently operate out of a home-based office in a residential area. We are actively scouting a fully dedicated commercial office in the surrounding area and plan to transition in the near future, but for now, this setup is entirely by design. It is lean, quiet, and intentionally structured to support deep work and close collaboration. While the current workspace is located within a residential property, it functions as a completely separate, fully equipped professional environment occupying an entire floor. If you thrive in fast-moving, purpose-driven settings, you'll feel right at home. We realize, however, that this isn't for everyone, and that's okay.
Chaos: We're a small, growing company, where things move fast, change often, and sometimes feel messy. You have to be someone who can thrive in ambiguity, solve problems as they come, and stay focused.
In-person: Onboarding is fully onsite to help you get embedded in our tools, systems, and culture from day one. Our hands-on training provides you the process and tools to seamlessly transition to a hybrid mode, if and when you are ready. You'll be working directly with members of the founding team. That means high access, rapid decisions, and a chance to shape the future. Around here, your independence and ideas are essential. If you're ready to speak up, dive in, and contribute meaningfully, this is your kind of place.

READY TO APPLY:

We want to see your personality and drive. Send your resume along with a short written intro (or even better, a short video intro) explaining why you are ready to launch into a career with our company, to careers@thestrategiesgroup.net. Be sure to include your full name and "Client Services Associate" in the subject line.