Conservation Associate

NFP Corp•Virtual, NY

1d•$53,000 - $65,000

About The Position

Lenox Advisors, a wholly owned subsidiary of NFP Corp., provides wealth management and insurance services to high-net-worth individuals and families. The Conservation Associate helps clients navigate financial decisions by providing support and strategic guidance on financial products, policies, and transactions. The role focuses on retaining existing business, strengthening client relationships, improving policy retention, and enhancing the customer experience. The associate proactively contacts clients about overdue insurance premiums, advises them on payment options, facilitates transactions, researches information requests, and supports problem resolution. The role also identifies potential sales opportunities through client communications and maintains accurate client data in MOSAIC and carrier systems.

Requirements

High school diploma or equivalent.
1–3 years of customer service experience.
Solid understanding of MassMutual products and ability to articulate complex, technical product features.
Strong organizational and communication skills.
Knowledge of MOSAIC Task Management Best Practices.
Superior customer service skills.
Strong diplomacy and negotiation skills.
Ability to work independently and as part of a team.
Ability to efficiently navigate multiple systems.
Strong problem-solving and analytical skills, including identifying underlying causes and considering problems from different perspectives.
Ability to handle ambiguity and uncertainty, assimilate information, and communicate confidently.

Nice To Haves

College degree preferred.
Life and Health license preferred, or ability to obtain one within 6–12 months of hire.

Responsibilities

Proactively conserve the Relationship Manager’s existing block of business by locating and notifying clients by phone or email about overdue insurance premiums.
Track contact attempts and progress in MOSAIC, and keep the Relationship Manager and Client Service Associate informed about problematic cases.
Interact daily with clients, Relationship Managers, Client Service Associates, and internal MM departments to ensure client requests are handled properly and on time.
Advise clients on payment options, including credit card, ACH drafts, the MM phone application, the MM website, and mailing payments.
Facilitate transactions such as credit card payments, ACH drafts, and duplicate bill requests.
Research and follow through on information requests and assist with problem resolution.
Identify potential new sales opportunities through premium retention communications with clients.
Maintain data accuracy in MOSAIC and conduct client contact research.
Administer address changes and update MOSAIC and carrier records.