Client Administration Associate - Private Insurance

About SS&C Technologies

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. With 27,000+ employees in 35 countries, we support over 20,000 organizations worldwide, from the world’s largest companies to small and mid-market firms.

Role Overview: Client Administration Associate - Private Insurance

This role is designed to support Private Placement Life Insurance product structures by maintaining high-quality client service functions including monetary and clerical transactions, distribution of private placement memorandum supplements, FinCen reviews, and quality control.

Key Responsibilities

• Execute monetary and clerical functions per client instructions
• Respond to client requests via oral and written communication
• Maintain data on the administration system and client documentation
• Handle bulk mailings including PPM supplements and notifications
• Conduct quality control audits on processed work items

What You Will Bring

• Bachelor’s Degree in business or related field (preferred)
• 2-4 years experience in insurance, financial services, or investment environments
• Strong organizational skills, attention to detail, and excellent customer service
• Proficiency in Microsoft Office products
• Ability to manage multiple projects and adapt to changing priorities

Benefits & Perks

• Hybrid work model with business casual dress code
• 401k Matching Program and Professional Development Reimbursement
• Flexible Personal/Vacation Time Off, Sick Leave, and Paid Holidays
• Employee benefit programs including Medical, Dental, Vision, and Parental Leave
• Additional discounts on fitness clubs, travel, and more

Key Skills/Competency

• Client Service
• Monetary Processing
• Clerical Skills
• Data Management
• Quality Control
• Documentation
• Compliance
• Attention to Detail
• Microsoft Office
• Communication