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Lenox Advisors · 23 hours ago

Client Service Associate

Pleasant Hill, CA

Full-time

Onsite

Mid Level

$60K/yr - $75K/yr

3+ years exp

Lenox Advisors is a full-service financial services firm dedicated to helping high-net-worth individuals achieve long-term financial success. They are seeking a Client Service Associate in their Chicago location to support an insurance producer by performing underwriting and sales assistant duties related to life, disability, and long-term care insurance.

BankingConsultingCrowdfundingFinancial ServicesInsurance

Culture & Values

Responsibilities

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

Processes all insurance policy service requests, including address, beneficiary /ownership changes, premium mode changes, dividend option changes and fund allocation changes

Interacts on a daily basis with insurance carriers / vendors to ensure proper and timely execution of client service requests

Takes a proactive lead on conservation of 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

Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions

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

Processes all insurance underwriting duties, including preparation of multi-life and individual disability and life insurance applications

Organizes all carrier and state licenses and appointments for Relationship Manager(s) with in-house licensing coordinator

Performs all underwriting duties, including preparing, completing and mailing individual life, disability and long term care applications and tracking in MOSAIC

Schedules medical insurance exams and orders all Attending Physician Statements (APS) based on insurance underwriting guidelines

Follows up with the client and Relationship Manager(s) during the underwriting process, keeping notes on process and conversations in MOSAIC

Reviews insurance policy and prepares it for delivery. Follows up on delivery requirements when needed

Ensures data accuracy in company records by regularly and routinely updating client and vendor information in MOSAIC and maintaining client files according to company compliant procedures

Participates in occasional training and development sessions as directed by Regional Administrative Manager

Creates client correspondence as needed according to the Lenox Style Guide

Performs administrative duties including fielding phone calls, reviewing incoming mail, filing and greeting clients

Qualification

Client ServiceInsurance UnderwritingMicrosoft OutlookMicrosoft WordMicrosoft ExcelIL LifeHealth Insurance LicenseMulti-taskingCommunication SkillsOrganizational SkillsDetail Oriented