Wealth & Insurance Client Services Associate

Aon plc; New York (NY); On-site; USD 43,000 - 69,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

Lenox Advisors, a subsidiary focused on wealth management and insurance services, seeks a Client Services Associate to support Relationship Manager by coordinating new policy and client service processes.

You will assemble meeting documents, perform underwriting tasks, schedule exams, and maintain client communications. Strong organizational skills and client-focused service are required.

Qualifications

• High School Diploma required.
• College degree preferred.
• 1-3 years of customer service experience.

Responsibilities

• Prepare meeting documents for client/prospect before sales meetings.
• Handle underwriting duties, including applications.
• Schedule medical exams and obtain Attending Physician Statements.
• Follow up with client and RM during underwriting; record notes in MOSAIC.
• Coordinate with New Business team and MOSAIC as the system record.
• Process policy changes and service requests.
• Coordinate with Private Wealth Management for asset management applications.
• Manage joint work tasks and schedules.

Skills

Communication skills

Client interaction

Attention to detail

Independent work

Organization

Multitasking

Education

High School Diploma

College Degree Preferred

Tools

Microsoft Outlook

Excel

Word

PowerPoint

Job description

Lenox Advisors, a subsidiary focused on wealth management and insurance services, seeks a Client Services Associate to support Relationship Manager by coordinating new policy and client service processes.

You will assemble meeting documents, perform underwriting tasks, schedule exams, and maintain client communications. Strong organizational skills and client-focused service are required.