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    Client Service Specialist, Life Insurance - Stamford, United States - NFP

    NFP
    NFP Stamford, United States

    1 week ago

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    Description
    Who We Are

    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 is a seven-time 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'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.


    To learn more, please visit:


    Summary of the Role:
    The

    Client Service Associate (Specialist)


    supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes.

    The Client Services Associate must provide 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.

    We have an immediate need for this full-time role working from either our Stamford, CT or NYC mid-town office.
    In this role, you will support a successful Insurance Producer (Relationship Manager).


    What you'll be doing:
    Pre-Sale and New Business

    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 for clients 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 cases using MOSAIC as the system of record for status/notes/tasks and communicating with RM and client as necessary
    Participates in Relationship Manager/New Business case management calls
    Reviews insurance policies and prepares them for delivery; follow 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

    Client Service

    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 on a daily basis with insurance carriers and vendors to ensure proper 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 resolutions on client and/or service-related matters.
    Creates client correspondence as needed according to the Lenox Style Guide

    Business Operations

    Responsible for greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client files
    Manages the Relationship Managers calendars, 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 Managers when participating in Lenox marketing campaigns, including MOSAIC list updates as well as updating client email addresses


    What we're looking for:
    A Bachelor's degree is preferred; HS Diploma or GED required
    The ideal candidate will have 3-5 years of industry and product knowledge in life insurance or related products
    The ability to interact with clients diplomatically and professionally is a must
    Excellent verbal and written communication skills are essential
    Must have the ability to work independently and multi-task while paying attention to details as well as be highly organized and able to prioritize in a fast-paced sales environment
    Must be proficient in Microsoft Office Suite. Experience utilizing a Client Relationship Management (CRM) system is preferred

    For remote capabilities, you must have reliable and secure home internet access and a designated and uninterrupted workspace to handle timely and confidential client documentation and calls.

    What We Offer


    NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.

    Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

    The base salary range for this position

    in NYC

    is $56,250 - $75,000.

    The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, the skill level required for the position, the scope of the position, and geographic location.

    The actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

    NFP and You... Better together

    NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
    #J-18808-Ljbffr
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