Lenox Advisors

Client Service Associate



Who we are:


Lenox Advisors 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 opportunity in our Chicago office for a Client Service Associate, supporting successful Financial Advisor/Insurance Producers.


The Client Service Associate supports the Relationship Managers 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 ensuring that applications are processed accurately and are followed through to completion while keeping all parties informed throughout the process.


What you’ll be doing:


  • Prepares new policy applications for multi-life and individual disability, Long Term Care and Life insurance applications.
  • Partners with the New Business Case Manager to manage all new business cases using in-house CRM as the system of record for status/notes/tasks/tracking of underwriting requirements and communicating with Relationship Manager and client as necessary.
  • Schedules medical insurance exams and orders all Attending Physician Statements (APS) based on insurance underwriting guidelines.
  • Processes all policy changes that require underwriting, including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions.
  • Regularly update the Relationship Manager on action items relating to insurance underwriting, case open inventory, problematic client scenarios, outstanding follow up items
  • Ensures data accuracy by regularly and routinely updating information in-house CRM and maintaining client files. 
  • Mails correspondence as needed (policies, applications, etc.)
  • Other duties as assigned.


What we’re looking for:


The successful candidate will have a bachelor’s degree and at least two years of relevant experience, particularly in the Insurance industry.  Insurance product knowledge (life, disability and long term care) preferred. The ability to interact with clients diplomatically and professionally is a must. Excellent verbal and written communication skills are essential.   The candidate must have the ability to work independently and multi-task while paying attention to detail as well as be highly organized and able to prioritize in a fast paced sales environment. Must be proficient in Microsoft Office programs as well as experience utilizing a Client Relationship Management (CRM) system.


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