Hybrid Client Services Associate - Wealth & Insurance

Aon plc; Sterling Heights (MI); Hybrid; USD 43,000 - 69,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Lenox Advisors, a subsidiary of NFP Corp., is seeking a Client Services Associate to support the Relationship Manager by coordinating new policy and client service processes. The role emphasizes superior client service, attention to detail, and cross-functional collaboration.

This full-time, hybrid position requires 1–3 years in customer service, a high school diploma (college degree preferred), and proficiency with MS Office. Base salary ranges from $42,945 to $68,670, with incentives potential.

Qualifications

• Knowledge of office equipment and electronic calendaring programs (Outlook).
• Familiarity with business principles and practices.
• Familiarity with Client Database Management systems.
• Strong verbal and written communication skills.

Responsibilities

• Assembles meeting prep documents for client/prospect meetings.
• Performs underwriting duties and completes insurance applications.
• Schedules medical insurance exams and orders Attending Physician Statements.
• Keeps notes in MOSAIC and communicates with RM and client.
• Manages relationships and coordinates with New Business team.

Skills

Communication skills

Client interaction

Detail orientation

Team collaboration

Microsoft Outlook

Excel

PowerPoint

Organization

Multitasking

Education

High School Diploma

College Degree Preferred

Tools

Microsoft Outlook

Excel

Word

PowerPoint

Job description

Lenox Advisors, a subsidiary of NFP Corp., is seeking a Client Services Associate to support the Relationship Manager by coordinating new policy and client service processes. The role emphasizes superior client service, attention to detail, and cross-functional collaboration.

This full-time, hybrid position requires 1–3 years in customer service, a high school diploma (college degree preferred), and proficiency with MS Office. Base salary ranges from $42,945 to $68,670, with incentives potential.