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 multiple Best Places to Work award winner in Business Insurance.

We7re 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:

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.

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
• Collaborates with the New Business Team to manage all new business arguments using MOSAIC as the system of record for status, notes, and tasks. Communicates 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 acquire 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, , 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 outstanding client service through recognizing client7s 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 with insurance carriers and vendors daily to ensure accurate and timely execution of client service requests
• Takes a proactive lead on conserving the Relationship Manager7s existing block of business by advising clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and…