Lenox Advisors
Overview
Client Service Associate - Life Insurance role at Lenox Advisors. This opportunity is with a wealth management and insurance services provider serving high-net-worth individuals and families. Lenox Advisors is a subsidiary of NFP Corp.
Job Summary
NOTE:
This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please view current openings on the Careers Page at https://careers.nfp.com and search for roles NOT labeled (future). The
Client Service Associate
supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process. This is a full-time role working daily from our mid-town NYC office (required). What You’ll Be Doing
Pre-Sale and New Business
Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including illustrations, policy and product summaries, reports, presentations, and marketing packets Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long term care applications Schedules medical insurance exams for clients and orders all Attending Physician Statements based on underwriting guidelines Follows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAIC Partners with the New Business Team to manage all new business cases using MOSAIC as the system of record for status/notes/tasks and communicating with RM and client as necessary Participates in Relationship Manager/New Business case management calls Reviews insurance policies and prepares them for delivery; follow up on delivery requirements when needed Ensures Relationship Manager has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licenses Partners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagers Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions Partners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summaries Coordinates tasks and responsibilities for all joint work Client Service
Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changes Provides superior client service by identifying client’s wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process Coordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship Manager Interacts on a daily basis with insurance carriers and vendors to ensure proper and timely execution of client service requests Takes a proactive lead on conserving the Relationship Manager’s existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases Ability to follow through on a variety of requests and ability to create resolutions on client and/or service-related matters Creates client correspondence as needed according to the Lenox Style Guide Business Operations
Greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client files Manages the Relationship Managers calendars, scheduling and confirming client meetings, registering visitors with security, and booking conference rooms Ensures data accuracy by updating information in MOSAIC and maintaining client files, including fact find information and notes, case management, task management, and client/policy information Participates in occasional training and development sessions as directed Creates feeder lists as requested Partners with the Relationship Managers when participating in Lenox marketing campaigns, including MOSAIC list updates and updating client email addresses What We’re Looking For
A Bachelor’s degree is preferred; HS Diploma or GED required 1-3 years of corporate support/operations experience; Financial Services/Insurance industry helpful. Insurance product knowledge (life, disability and long-term care) preferred Recent College grads with relevant internship or work experience considered Ability to interact with clients diplomatically and professionally Excellent verbal and written communication skills Ability to work independently, multi-task, stay organized, and prioritize in a fast-paced environment Proficient in Microsoft Office; experience with a CRM system is preferred For remote capabilities, reliable and secure home internet and a designated workspace; when office reopens, able to work daily in the NYC mid-town office What We Offer
NFP offers a competitive salary, PTO and paid holidays, 401(k) with match, discount programs, health and wellness programs, and more. Base salary range: $40,000 - $62,000. Salary offered determined by factors including seniority level and job function, etc.
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Client Service Associate - Life Insurance role at Lenox Advisors. This opportunity is with a wealth management and insurance services provider serving high-net-worth individuals and families. Lenox Advisors is a subsidiary of NFP Corp.
Job Summary
NOTE:
This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please view current openings on the Careers Page at https://careers.nfp.com and search for roles NOT labeled (future). The
Client Service Associate
supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process. This is a full-time role working daily from our mid-town NYC office (required). What You’ll Be Doing
Pre-Sale and New Business
Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including illustrations, policy and product summaries, reports, presentations, and marketing packets Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long term care applications Schedules medical insurance exams for clients and orders all Attending Physician Statements based on underwriting guidelines Follows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAIC Partners with the New Business Team to manage all new business cases using MOSAIC as the system of record for status/notes/tasks and communicating with RM and client as necessary Participates in Relationship Manager/New Business case management calls Reviews insurance policies and prepares them for delivery; follow up on delivery requirements when needed Ensures Relationship Manager has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licenses Partners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagers Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions Partners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summaries Coordinates tasks and responsibilities for all joint work Client Service
Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changes Provides superior client service by identifying client’s wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process Coordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship Manager Interacts on a daily basis with insurance carriers and vendors to ensure proper and timely execution of client service requests Takes a proactive lead on conserving the Relationship Manager’s existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases Ability to follow through on a variety of requests and ability to create resolutions on client and/or service-related matters Creates client correspondence as needed according to the Lenox Style Guide Business Operations
Greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client files Manages the Relationship Managers calendars, scheduling and confirming client meetings, registering visitors with security, and booking conference rooms Ensures data accuracy by updating information in MOSAIC and maintaining client files, including fact find information and notes, case management, task management, and client/policy information Participates in occasional training and development sessions as directed Creates feeder lists as requested Partners with the Relationship Managers when participating in Lenox marketing campaigns, including MOSAIC list updates and updating client email addresses What We’re Looking For
A Bachelor’s degree is preferred; HS Diploma or GED required 1-3 years of corporate support/operations experience; Financial Services/Insurance industry helpful. Insurance product knowledge (life, disability and long-term care) preferred Recent College grads with relevant internship or work experience considered Ability to interact with clients diplomatically and professionally Excellent verbal and written communication skills Ability to work independently, multi-task, stay organized, and prioritize in a fast-paced environment Proficient in Microsoft Office; experience with a CRM system is preferred For remote capabilities, reliable and secure home internet and a designated workspace; when office reopens, able to work daily in the NYC mid-town office What We Offer
NFP offers a competitive salary, PTO and paid holidays, 401(k) with match, discount programs, health and wellness programs, and more. Base salary range: $40,000 - $62,000. Salary offered determined by factors including seniority level and job function, etc.
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