What are the responsibilities and job description for the Client Service Manager position at Careers?
Who We Are:
Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a wholly owned subsidiary of NFP, an Aon company, we combine the culture of a boutique firm with the stability and backing of a large corporation to create an environment that's truly unique.
Position Summary & Overall purpose:
The Client Service Manager is a pivotal role responsible for building and maintaining strong relationships with our client service associates (CSA) and relationship managers (RM). This individual will serve as the primary point of contact, ensuring CSA, RM and client satisfaction, addressing inquiries, resolving issues, and facilitating the seamless delivery of our products and services. The ideal candidate will possess a deep understanding of insurance and investment principles, exceptional communication skills, and a commitment to providing outstanding client experiences.
JOB ACCOUNTABILITIES (this section includes the major duties):
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Recruiting/Onboarding / Offboarding
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CSA Training & Development
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Operational Effectiveness
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Leadership
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JOB COMPETENCIES (knowledge, experience, skills & abilities and behaviors/attitudes)
Required Knowledge /Skills Abilities
(List the specific knowledge required to master the role to include industry knowledge, product knowledge, systems knowledge, technical knowledge)
- Microsoft office skills (Outlook, Word, Excel and PowerPoint)
- Calendar Management in outlook
- Insurance product knowledge (life, disability and long term care)
- Presents an appropriate professional appearance and demeanor
- Presents a cheerful, positive demeanor with the clients they service (internal and/or external)
- Consistently presents a friendly impression on others
- Has a strong sense of urgency about solving problems and getting work done
- Reads situations quickly and accurately
- Embraces technology with optimism and positivity
- Dedicated to exceeding internal and external client expectations
- Handles stressful situations with calm and poise
- Keeps others informed on the status of assigned work
- Highly motivated and goal oriented
- Excellent Communication skills (both written and verbal)
- Unwavering commitment to confidentiality
- Ability to travel as needed
Required Behaviors/Attitudes
(List the personal attributes that compliment mastery of the role to include mindset, attitude, initiative, client service orientation, teamwork orientation, open mindedness, willingness to ‘do what it takes’, integrity, self-awareness, self-management, optimism, energy and enthusiasm, passion for excellence, self-responsibility, trustworthy, dependable, ‘go to’ person, caring attitude, etc.)
- Demonstrates a high level of dependability in all aspects of the job
- Behaves in a way that leads others to trust him/her
- Willingly assist others who may need help with completing work assignments to deliver on a client promise
- Respects the confidentiality of information
- Takes responsibility and accountability
Lenox Specific Skillset
- Can define and explain Lenox’s infrastructure (i.e. Lenox, NFP, FAF, MassMutual, MMLIS, LAM, Wealthspire, LBIS)
- Can effectively navigate within Lenox, MassMutual, NFP for support/resources
- Has knowledge of the products/services Lenox offers its clients
- Track and Understand the Metrics of Running an office
- In depth New Business Knowledge
- In depth knowledge of Mosaic
- In depth knowledge of A360
- In depth knowledge of Lenox processes
- LBIS Carriers
- Outside Carriers
- LTCR sign off
- Once Pager Requests
- Replacement Sign off
- Conservation
EDUCATION/EXPERIENCE/LICENSE REQUIREMENTS
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EDUCATION list what required education level is expected (ie., degree, advanced degree, etc) |
EXPERIENCE (previous business experience or previous roles within Lenox that compliment this role) |
LICENSE REQUIREMENTS (what specific certifications/licenses must an individual attain to perform this role?) |
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Bachelor’s Degree |
Client Service Associate |
Life, Accident and Health Required |
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3 to 5 years of experience in financial services industry or equivalent combination of education and work experience. Past management experience preferred.
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Senior Client Service Associate |
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What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $75,000.00 – $104,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
Salary : $75,000 - $104,000