Client Relations & Premium Retention Specialist

Mackenzie Consultants Limited; New York (NY); Hybrid; USD 53,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Employee discounts

Job summary

Lenox Advisors, a Lenox Advisors business unit, seeks a customer service professional to support premium retention and data management. You will proactively contact clients about overdue payments, guide them on payment options, and coordinate with Relationship Managers to ensure accurate MOSAIC records and timely processing of requests.

The role emphasizes relationship-building, problem-solving, and opportunity identification to strengthen client satisfaction and long-term growth within a wealth

Qualifications

• High School Diploma or equivalent.
• 1-3 years of customer service experience.
• Life and Health license preferred or obtainable within 6–12 months.
• Strong communication and problem-solving skills.

Responsibilities

• Proactively retain the Relationship Manager’s existing block of business by notifying clients of overdue premiums.
• Track all attempts and progress in MOSAIC and keep teams informed.
• Interact daily with clients, managers, and internal departments to ensure timely execution of requests.
• Advise clients on payment options and facilitate transactions.
• Identify potential new sales opportunities through premium retention communications.
• Maintain data accuracy in MOSAIC and manage address changes.

Skills

Customer service

Communication skills

Negotiation skills

Problem solving

Teamwork

Education

High School Diploma or equivalent

College degree preferred

Life and Health License preferred

Tools

MOSAIC

MM systems

Credit card processing

Job description

Lenox Advisors, a Lenox Advisors business unit, seeks a customer service professional to support premium retention and data management. You will proactively contact clients about overdue payments, guide them on payment options, and coordinate with Relationship Managers to ensure accurate MOSAIC records and timely processing of requests.

The role emphasizes relationship-building, problem-solving, and opportunity identification to strengthen client satisfaction and long-term growth within a wealth