Sr. Client Service Associate

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, an Aon company, 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.

Position Summary & Overall Purpose

Responsible for enhancing the Relationship Manager/Partner & team’s effectiveness by performing a wide variety of complex, diverse, sensitive and confidential administrative functions while providing overall gate-keeping and information management support. Acts as business partner in all areas of Relationship Manager’s practice. Supports the Relationship Manager’s by coordinating activities and initiatives that facilitate the new policy and client service processes. 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.

JOB ACCOUNTABILITIES: 

Executive Support

• Acts as gatekeeper/liaison to Relationship Manager/Managing Director, understanding priorities in the organization and different departments at Lenox, NFP and Mass Mutual.
• Acts as a Champion with the team on all new initiatives being rolled out in the company & figure out how best to implement in RM practice.
• Maintains heavy, complex and frequently changing calendar.
• Coordinates all aspects of internal and external meetings including but not limited to confirming all meetings and appointments as directed by the Relationship Manager/Partner reserving meeting space, and preparing the conference room with audio-visual technology as needed.
• Runs regular reports for Relationship Manager/Partner/Team to assist with analyzing activity related to their business.
• Compiles and modify presentations, spreadsheets, and other various documents at the Relationship Manager/Partner’s request.
• Ensures data accuracy in company records by regularly and routinely updating business contacts, client and vendor information in MOSAIC and maintaining files according to company compliant procedures.
• Handles all confidential business matters and work independently on special assignments
• Handles personal matters as necessary, including but not limited to maintaining profit & loss sheets and other financial tracking & tax documentation.
• Reviews all commission statements for accuracy and control the tracking progress towards Relationship Manager’s financial goals and conference goals.
• Provides a bridge for smooth, accurate communication between the Relationship Manager/Partner’s office and internal departments; demonstrating leadership to maintain credibility, trust and support.
• Participates in regular departmental meetings and training and development sessions as directed.
• Partners with the Relationship Manager/Partner when participating in Lenox marketing campaigns, including MOSAIC list updates as well as updating client email addresses.
• Proactively identifies future opportunities via MOSAIC, LinkedIn, and ZoomInfo databases
• Assists Relationship Manager/Partner with tracking expenses and submitting/tracking reimbursements.
• Creates feeder lists as requested.
• Responsible for greeting clients/business partners, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts.
• Arranges corporate travel including developing itineraries and agendas, booking transportation, and arranging lodging and meeting accommodations.

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.
• Partners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagers
• Ensures Relationship Manager/Partner has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licenses prior to business submission.
• Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long-term care applications. Creates framework for any cover letters that need to be included with application, works with case manager to determine the best rating to present the case to underwriting based on medical history.
• Schedules medical insurance exams.
• Follows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversa