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 a multi-year 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

Processes all insurance policy service requests, including address, beneficiary / ownership changes, premium mode changes, and dividend option changes.

Business Operations

Responsible for greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client files.

Job Competencies : (knowledge, experience, skills & abilities and behaviors / attitudes)

Required Knowledge

Knowledge of office equipment operations (copier, scanner, printers) and electronic calendaring programs (Microsoft Outlook).

Required Skills / Abilities

Excellent communication skills, both verbal and written (email, written memos, telephone, voicemail, etc.).

Required Behaviors / Attitudes

Initiative.

EDUCATION :

EXPERIENCE :