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, 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 six-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 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Position Summary & Overall Purpose:
The Service Coordinator supports multiple partners in the client service process. This role must provide superior client service by identifying clients’ needs and executing requests to completion. Effectively communicating with all parties throughout the process.
This is a full-time opportunity, and we offer the flexibility of a hybrid schedule for our NYC or Stamford, CT office.
JOB ACCOUNTABILITIES:
Client Service
- Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, Values, Loans & Disbursement requests, and dividend option changes
- Runs in-force illustrations and creates a one-pager as requested by the Partner
- Creates policy summaries at the request of the partner for review meetings
- Interacts daily with insurance carriers and vendors to ensure proper and timely execution of client service requests
- Follows through on requests and resolves client and/or service-related matters
- Answers calls and e-mails from clients, gathers critical information, assesses the type of inquiry and determines the level of complexity. Processes or directs the work to the appropriate area for handling
- Communicates and sets the appropriate expectations on the timeline of deliverables. Conduct timely follow-ups as needed to keep client /Partner informed of the status
- Manages and monitors requests within internal systems and refers changes to carrier, while maintaining oversight of delivery for timeliness and accuracy
- Coordinates with internal business departmental partners to ensure client needs are met and anticipate potential problems
- Works with appropriate resources to resolve service inquiries
- Develops and maintains business partnerships to ensure service issues are managed proactively, accurately, and effectively
- Participates in regularly scheduled feedback, training, and information exchange sessions with key business areas
- Ensures data accuracy by routinely updating information in MOSAIC and maintaining client files. This includes, but is not limited to notes, case management {individual and Executive Benefits (Multilife)}, task management, and client and policy information
EDUCATION/EXPERIENCE/LICENSE REQUIREMENTS
- Microsoft Office Suite with strong Excel fluency required
- High School Diploma Required. College Degree Preferred
- 3 to 5 years of experience in the insurance or financial services industry or an equivalent combination of education and work experience
Client Service Associate or Conservation Associate experience preferred
LICENSE REQUIREMENTS
- Life and Health License - not required to start - May be asked to obtain at some point
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 $40,000 – $62,000. 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 geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better together!
NFP/Lenox Advisors is an inclusive Equal Employment Opportunity employer.