Senior Relationship and Service Associate, Life Insurance (LA/CHICAGO/NYC/C - Military Veterans

NFP Corp

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, an Aon Company, is a multi-year 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 are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary of the Role:

The Senior Client Service Associate (formal title), is an experienced life insurance professional who will enhance the effectiveness of the Relationship Manager/Producer by performing a diverse range of complex and sensitive administrative tasks, all while maintaining confidentiality. This role provides comprehensive gatekeeping and information management support. You will act as a business partner, providing administrative, operational and client support to all areas of the Relationship Manager’s practice. You must be able to demonstrate initiative and the ability to work independently with minimal day-to-day oversight by the Relationship Manager.

This role provides the flexibility of a hybrid schedule, allowing you to spend three days in one of our offices located in Stamford, CT; New York City; Los Angeles or Chicago, and two days working remotely.

Essential Duties and Responsibilities:

Executive Support:

• Serve as the primary point of contact for the Relationship Manager, providing timely and accurate information to facilitate decision-making.


• Align with organizational priorities, understanding the strategic direction and goals of the organization to provide effective support.


• Manage all aspects of meeting coordination, including scheduling, venue preparation, and technology setup, ensuring a seamless experience for all participants.


• Maintain up-to-date client, vendor, and business contact information in our MOSAIC system, ensuring accurate communication and record-keeping.


• Handle confidential business matters independently, demonstrating discretion and professionalism at all times.


• Review commission statements for accuracy and track progress towards financial goals, providing regular updates to the Relationship Manager

Pre-Sale and New Business:

• Prepare essential documents for sales meetings, ensuring the Relationship Manager has all the necessary information to effectively engage with potential clients.


• Handle application preparation for disability, life, and long-term care insurance, ensuring all information is accurate and complete.


• Monitor processes by keeping both the client and Relationship Manager updated, and addressing any issues or concerns promptly.


• Review insurance policies and prepare them for delivery, ensuring all details are correct and understood by the client.


• Process all policy changes including reinstatement of lapsed cases, smoker rating changes, etc., ensuring all changes are accurately recorded and communicated.


• Coordinate tasks and responsibilities for all joint work cases, ensuring effective collaboration and communication among team members.

Client Service:

• Deliver top-tier client service, responding to client inquiries and requests promptly and professionally.


• Handle all insurance policy service requests, ensuring all changes are accurately recorded and communicated to the client.


• Engage daily with insurance carriers and vendors, building strong relationships to ensure seamless service delivery.


• Process all insurance policy service requests, ensuring all changes are accurately recorded and communicated to the client.

Advanced Skills:

• Leverage technology to enhance the client experience, identifying opportunities to improve efficiency and effectiveness.


• Improve administrative processes, identifying opportunities for improvement and implementing changes as needed.


• Collaborate with the marketing team to develop a client loyalty program, contributing to the design and implementation of the program.


• Actively manage client expectations and relationships, ensuring a high level of client satisfaction and loyalty.


• Partner with the marketing team to build a client loyalty program, contributing to the design and implementation of the program.


• Improve practice management and administrative processes, identifying opportunities for improvement and implementing changes as needed.

Knowledge Skills and Abilities:

• Have a minimum baseline understanding of annuities and insurance products: life, disability, and long-term care, with the ability to explain these products to clients.


• Proficiency in CRMs and have the ability to learn MOSAIC, Fieldnet/A360, ServiceNet.


• Microsoft Office Suite proficiency required.


• Excellent communication skills, with the ability to clearly and effectively communicate with clients, team members, and other stakeholders.


• Ability to multitask, managing multiple priorities and tasks effectively to meet deadlines. High attention to detail, ensuring all work is accurate and complete.

Education and Experience:

• A Bachelor’s degree or equivalent experience is preferred, demonstrating a strong foundation of knowledge and skills.


• 3-5 years of industry experience with life insurance or related products, demonstrating a deep understanding of the industry and products.


• Ability to interact with clients diplomatically and professionally, demonstrating excellent customer service skills.


•  Experience in a client-facing role, demonstrating the ability to effectively engage with clients and meet their needs.


• Proven track record of delivering high-quality customer service, demonstrating a commitment to client satisfaction.


• Experience in a fast-paced, dynamic environment, demonstrating the ability to adapt and thrive under pressure.

Certificates, Licenses, Registration:

• A Life and Health License is preferred.


• Additional industry certifications are a plus, demonstrating a commitment to ongoing learning and development.

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 $65,000 - $115,000. 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 Emp