Client Service Associate

Who We Are :

Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP Corp., an Aon Company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique. NFP is an eight-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit :

This is a hybrid position with in-office flexibility 2-3 days a week.

Summary :

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.

Job Accountabilities :

Pre-Sale and New Business

• Assembles meeting preparation documents pertaining to the client / prospect prior to sales meetings, including but not limited to, 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 and orders all Attending Physician Statements based on insurance 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; follows 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

Business Operations

Job Competencies : Required Knowledge

Required Skills / Abilities

Required Behaviors / Attitudes

Education and Experience :

What We Offer :

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $55,000 $72,000.

The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and

Salary : $55,000 - $72,000