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:
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.