Client Service Associate

NFP, an Aon company

Client Service Associate at Lenox Advisors supporting Relationship Manager in wealth management. Involves client service processes, documentation, and coordination of business cases.

Posted 4/28/2026full-timeLos Angeles • California, Illinois • 🇺🇸 United StatesJuniorMid-Level💰 $52,000 - $67,000 per yearWebsite

About the role

Key responsibilities & impact

Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes
Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings
Performs all insurance underwriting duties
Schedules medical insurance exams and orders all Attending Physician Statements
Follows up with the client and Relationship Manager during the underwriting process
Partners with the New Business Team to manage all new business cases
Participates in Relationship Manager/New Business case management calls
Reviews insurance policies and prepares them for delivery
Processes all policy changes including reinstatement of lapsed cases
Partners with Private Wealth Management Team to process individual asset management applications
Processes all insurance policy service requests
Interacts on a daily basis with insurance carriers and vendors
Creates client correspondence as needed

Requirements

What you’ll need

High School Diploma Required
College Degree Preferred
1-3 Years of Customer Service Experience
Knowledge of office equipment operations (copier, scanner, printers)
Familiarity with business principles and practices
Familiarity working with Client Database Management systems
Knowledge of Customer Service disciplines
Excellent communication skills, both verbal and written
Ability to interact with clients diplomatically and professionally
Strong attention to detail with the ability to prioritize multiple tasks in a fast-paced sales environment
Ability to work independently and also to collaborate with teams
Proficient in Microsoft Outlook, Excel, Word and PowerPoint
Organizational, planning and critical thinking skills
Ability to multitask

Benefits

Comp & perks

PTO & paid holidays
401(k) with match
exclusive discount programs
health & wellness programs

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

insurance underwritingcustomer servicepolicy changesasset management applicationsclient correspondenceattention to detailmultitaskingcritical thinking

Soft Skills

excellent communicationdiplomatic interactionorganizational skillsplanning skillsability to prioritizeindependent workteam collaboration

Certifications

High School DiplomaCollege Degree