Client Service Associate

NFP Corp•East Chicago, IN

21d•$42,945 - $68,670•Hybrid

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., 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, an Aon Company, 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 are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

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 Service fields
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
Initiative
Team oriented; demonstrates a service attitude
Cares about delivering quality
Planning & Organizing
Confident / Assertive
Dependable
Take personal ownership for delivery of superior results; conscientious
Demonstrate strong commitment 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

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
Partners with the New Business Team to manage all new business reasons. Uses 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 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
Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changes
Provides superior client service by identifying 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 daily with insurance carriers and vendors 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 notifying 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 create resolution on client and/or service related matters.
Creates 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
Creates 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