Client Retention & Financial Solutions Associate

AON PLC; New York (NY); On-site; USD 53,000 - 65,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Lenox Advisors in New York City is seeking a client-focused service professional to support premium retention and data management, delivering expert service on complex financial products. You will work with Relationship Managers and client service teams to advise on payment options and strengthen policy retention.

This role emphasizes relationship management, problem solving, and accurate MOSAIC data handling, with opportunities to identify new service opportunities and grow with a nationally

Qualifications

• High School Diploma or equivalent required.
• College degree preferred.
• 1-3 years of Customer Service experience.
• Life and Health License preferred or able to be obtained within 6-12 months of hire.

Responsibilities

• Premium retention: contact clients via phone or email about overdue premiums and advise on payment options.
• Data management: ensure data accuracy in MOSAIC and coordinate updates.
• Interacts daily with clients, Relationship Managers, and internal departments to fulfill requests.
• Identify potential new sales opportunities through retention communications.

Skills

Customer service

Communication

Organizational skills

Problem solving

Negotiation skills

Teamwork

Adaptability

Education

High School Diploma

College degree preferred

Life and Health License preferred

Tools

MOSAIC

Job description

Lenox Advisors in New York City is seeking a client-focused service professional to support premium retention and data management, delivering expert service on complex financial products. You will work with Relationship Managers and client service teams to advise on payment options and strengthen policy retention.

This role emphasizes relationship management, problem solving, and accurate MOSAIC data handling, with opportunities to identify new service opportunities and grow with a nationally