Lenox Advisors

Client Service Associate

Job Location US-CT-Stamford


Supports the Relationship Manager by providing personalized administrative support in a well-organized and timely manner for personal volunteer, political role as well as business needs.

The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process.




Personal Support

  • Helps manage daily tasks, professional and personal.
  • Provides personal and administrative support in political and volunteer involvement
  • Conduct research on various topics.
  • Creates process with regard to committee work and projects
  • Makes or coordinates travel arrangements
  • Answers phone calls / emails and responding as needed
  • Arranges family appointments and managing children’s schedule/calendars
  • Coordinating family-related matters as needed
  • Assists with personal requests and errands
  • Other duties as assigned


Pre-Sale and New Business

  • Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets
  • Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long term care applications
  • Schedules medical insurance exams and orders all Attending Physician Statements based on insurance underwriting guidelines
  • Follows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAIC
  • Partners with the New Business Team to manage all new business cases using MOSAIC as the system of record for status/notes/tasks and communicating with RM and client as necessary
  • Participates in Relationship Manager/New Business case management calls
  • Reviews insurance policies and prepares them for delivery; follows up on delivery requirements when needed
  • Ensures Relationship Manager has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licenses
  • Partners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagers
  • Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions
  • Partners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summaries
  • Coordinates tasks and responsibilities for all joint work



Client Service

  • Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changes
  • Provides superior client service by identifying client’s wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process
  • Coordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship Manager
  • Interacts on a daily basis with insurance carriers and vendors to ensure proper and timely execution of client service requests
  • Takes a proactive lead on conserving the Relationship Manager’s existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases
  • Ability to follow through on a variety of requests and ability to create resolution on client and/or service related matters.
  • Creates client correspondence as needed according to the Lenox Style Guide


Business Operations

  • Responsible for greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client files
  • Manages the Relationship Manager’s calendar, scheduling and confirming client meetings, registering visitors with security, and booking conference rooms
  • Ensures data accuracy by regularly and routinely updating information in MOSAIC and maintaining client files. This includes, but is not limited to, fact find information and notes, case management (individual and MultiLife), task management, and client and policy information
  • Participates in occasional training and development sessions as directed by department(s) and Regional Manager
  • Creates feeder lists as requested
  • Partners with the Relationship Manager when participating in Lenox marketing campaigns, including MOSAIC list updates as well as updating client email addresses


The successful candidate will have a bachelor’s degree and at least three years of relevant experience, particularly in Financial Services/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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