Premium Retention Specialist

NFP Corp; New York (NY); Hybrid; USD 53,000 - 65,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

Lenox Advisors, a subsidiary of NFP Corp., seeks a customer service professional to support premium retention and data management for high-net-worth clients. You will engage with clients, relationship managers, and internal teams, advise on payment options, and help resolve issues to strengthen client relationships and policy retention.

Qualifications include 1–3 years in customer service, strong communication, and the ability to navigate multiple systems; life/health license is preferred or

Qualifications

• Strong customer service and communication skills.
• Ability to manage multiple systems and data accurately.
• Licensed life/health preferred or obtainable within 6–12 months.

Responsibilities

• Premium retention: notify clients of overdue premiums, track progress, and coordinate with teams.
• Data management: ensure data accuracy in MOSAIC and update records.
• Advise clients on payment options and processing methods.
• Identify opportunities to strengthen client relationships and policy retention.

Skills

Customer service

Communication

Problem solving

Relationship management

Negotiation

Team player

Education

High School Diploma or equivalent

College degree preferred

Life and Health License preferred

Tools

MOSAIC

Job description

Lenox Advisors, a subsidiary of NFP Corp., seeks a customer service professional to support premium retention and data management for high-net-worth clients. You will engage with clients, relationship managers, and internal teams, advise on payment options, and help resolve issues to strengthen client relationships and policy retention.

Qualifications include 1–3 years in customer service, strong communication, and the ability to navigate multiple systems; life/health license is preferred or