Who we are:
Lenox Advisors, a wholly owned subsidiary of NFP, is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial success. We have an immediate need for a Case Manager in our New Business department.
The purpose of the role is to partner with financial advisors and New Business case managers to coordinate and expedite Life, Disability and Long Term Care insurance. This position will be responsible for Consulting on insurance applications and highly complex cases, providing direction on technical medical and financial underwriting for our most senior financial advisors (Partners and Managing Directors). Direct client contact is required to personally prepare and coordinate all activities during the insurance underwriting process.
What you’ll be doing:
What we’re looking for:
The successful candidate with have a Bachelor’s degree and a minimum of five years previous knowledge of life insurance products, be proficient in all aspects of underwriting and will be well versed in medical terminology of conditions, impairments and medications. The ideal candidate will have strong negotiation skills and experience working with multiple carriers. The candidate will also have strong organization skills, high attention to detail and the capacity to solve problems while considering impact to clients and firm. The ideal candidate must also be proficient with Microsoft Office and have the ability to learn new software quickly. Strong communication, interpersonal and writing skills are a must. Life and Health License a plus.