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.
We have an immediate opportunity for a Client Service Associate, supporting a successful Insurance Producer (Relationship Manager).
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 opportunity, working daily (required) from either our LA office, zip 90071 or Chicago office, zip 60606.
What you’ll be doing:
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 for clients 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
