Client Service Associate
NFPNew York, New York, United States
Posted December 3, 2025
60000 - 75000 USD year
Full Time
About the Company
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families.
Job Description
The Client Service Associate supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. Provides 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.
Requirements
- Assembles meeting preparation documents
- Performs all insurance underwriting duties
- Schedules medical insurance exams
- Follows up with the client and Relationship Manager
- Reviews insurance policies and prepares them for delivery
- Ensures Relationship Manager has appropriate Licensing and Appointments
- Processes all policy changes
- Coordinates tasks and responsibilities for all joint work
- Processes all insurance policy service requests
- Provides superior client service
- Interacts on a daily basis with insurance carriers and vendors
- Takes a proactive lead on conserving the Relationship Manager’s existing block of business
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs