Client Service Associate

NFP Corp•Cockeysville, MD

1d•$46,500 - $60,000•Onsite

About The Position

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. 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.

Requirements

Knowledge of office equipment operations (copier, scanner, printers) and electronic calendaring programs (Microsoft Outlook)
Familiarity with business principles and practices
Familiarity working with Client Database Management systems
Knowledge of customer support principles
Excellent communication skills, both verbal and written (email, written memos, telephone, voicemail, etc.)
Ability to interact with clients diplomatically and professionally
Strong attention to detail with the ability to prioritize multiple tasks in a fast paced sales environment
Ability to work independently and also to collaborate with teams
Proficient in Microsoft Outlook, Excel, Word and PowerPoint
Organizational, planning and critical thinking skills
Ability to multitask
Demonstrates initiative, dependability, confidences and assertiveness
Team oriented; demonstrates a service attitude
Cares about delivering quality
Excels in planning & organizing
Take personal ownership for delivery of superior results; conscientious
Demonstrate strong dedication to meeting the needs of internal and external clients
High School Diploma Required
1-3 Years of Customer Service Experience

Nice To Haves

College Degree Preferred
3-5 Years of Industry Experience Preferred

Responsibilities

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, service requests, and performance summaries
Coordinates tasks and responsibilities for all joint work
Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changes
Provides outstanding client service through recognizing client’s 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 Manager’s existing block of business by advising clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases
Ability to follow through on a variety of requests and ability to resolve client and/or service related matters.
Crafts client correspondence as needed according to the Lenox Style Guide
Responsible for greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client files
Manages the Relationship Manager’s calendar, scheduling and confirming client meetings, registering visitors with security, and booking conference rooms
Ensures data accuracy by regularly and routinely updating information in MOSAIC and maintaining client files. This includes, but is not limited to, fact find information and notes, case management (individual and MultiLife), task management, and client and policy information
Participates in occasional training and development sessions as directed by department(s) and Regional Manager
Builds feeder lists as requested
Partners with the Relationship Manager when participating in Lenox marketing campaigns, including MOSAIC list updates as well as updating client email addresses