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Business Office Assistant
(City View Post Acute) Pine Street SNF, LLC
United States
- $30 to $35 USD / hour
The Business Office Assistant supports the daily operations of the facility's business office, working closely with the Business Office Manager and administrative team. Responsibilities…
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Traffic Planner
AWP Safety
Fort Worth, TX
- $17 to $19 USD / hour
…practices, and opportunities to advance into leadership and operations…
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Product Line Manager, Construction Primary Casualty
AXA
EXTON · CHICAGO · DALLAS · ATLANTA · NEW YORK · HARTFORD · STAMFORD · MORRISTOWN
Development of underwriting guidance and endorsement language for emerging risks.
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Assistant Project Manager - Substations (Amarillo, TX)
Northstar Energy Solutions, LLC.
Grand Prairie, TX · Amarillo, TX
Joining our team means being part of an organization that values drive and inclusion. We focus on career development and reward excellence, recognizing each team member's unique…
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Experienced Manager, Outsourced Finance & Accounting
BDO USA Experienced
NY · Woodbridge, NJ · Melville, NY · Washington, DC · McLean, VA · Potomac, MD
The Experienced Manager, Outsourced Finance & Accounting manages the full-life cycle of all assigned finance and accounting outsource engagements for clients in nonprofit and funding…
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Senior Manager, US Digital Content & Channel Management
AstraZeneca
Boston, MA · Boston
- $124,608.8 to $186,913.2 USD / year
The Senior Manager, US Digital Content & Channel Management is responsible for the day-to-day strategy, planning, development, governance, publishing and measurement of content across…
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General Manager, Full Time, Amherst - Pottery Barn
Williams-Sonoma
Amherst, NY
- $72,000 to $80,000 USD / year
- Full-time
…controllable expense goals. You will effectively manage store operations, maintain appropriate inventory levels, and maintain visual merchandising standards. You will ensure that all…
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Maintenance Engineer - Electrical
Chemours
Parkersburg, WV
…position will report to the Maintenance Engineering & Reliability…
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Registered Nurse (RN) Unit Manager
Creekside Post Acute
Hopewell, VA
As a Registered Nurse (RN) Unit Manager, you will play a key role in overseeing the daily operations of our skilled nursing facility. Your responsibilities will include assisting with…
Added 1 min ago
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FCM - Global Pricing Manager - Boston, MA
Flight Centre
MA
- $132,000 to $145,000 USD / year
Join FCM as our Global Corporate Pricing Manager and help shape the commercial future of one of the world's leading travel management companies. Reporting to the Global FCM CFO, this role…
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Daily Maintenance Leader
Ashland Specialty Ingredients, GP
HOPEWELL, VA
…Maintenance function. This position will report to Maintenance…
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EM
Management Trainee - Beacon, NY
Enterprise Mobility
Beacon, NY
- $62,704 USD / year
Whether you see yourself in sales, business development, customer service, retail management, or operations, as a manager in training, you can count on a career path with a clear beginning…
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Underwriting Manager
The Jacobson Group
Louisiana, LA
A property insurance organization is seeking an Underwriting Manager to oversee personal lines and commercial lines underwriting operations. This onsite position manages workflow, service,…
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Activities Coordinator
Maimonides Health Center
Virginia Beach, VA
Activities Aides assist with patient/client assessment, the development of treatment goals and with the implementation of individual recreational treatment and/or intervention plans,…
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Territory Manager - Memphis, TN
Nabi
Memphis, TN
As a Territory Manager at Nabi, you'll be responsible for expanding access to care by growing our referral network. This is a provider-facing, field-based role where your primary goal is to…
Added 1 min ago
Territory Manager - Greensboro–High Point, NC
Nabi
Greensboro, NC
As a Territory Manager at Nabi, you'll be responsible for expanding access to care by growing our referral network. This is a provider-facing, field-based role where your primary goal is to…
Added 1 min ago
Territory Manager - Rochester, NY
Nabi
Rochester, NY
As a Territory Manager at Nabi, you'll be responsible for expanding access to care by growing our referral network. This is a provider-facing, field-based role where your primary goal is to…
Added 1 min ago
Territory Manager - Tucson, AZ
Nabi
Tucson, AZ
As a Territory Manager at Nabi, you'll be responsible for expanding access to care by growing our referral network. This is a provider-facing, field-based role where your primary goal is to…
Added 1 min ago
Territory Manager - Buffalo, NY
Nabi
Buffalo, NY
As a Territory Manager at Nabi, you'll be responsible for expanding access to care by growing our referral network. This is a provider-facing, field-based role where your primary goal is to…
Added 1 min ago
Territory Manager - Louisville, KY
Nabi
Louisville, KY
As a Territory Manager at Nabi, you'll be responsible for expanding access to care by growing our referral network. This is a provider-facing, field-based role where your primary goal is to…
Added 1 min ago
Territory Manager - Richmond, VA
Nabi
Richmond, VA
As a Territory Manager at Nabi, you'll be responsible for expanding access to care by growing our referral network. This is a provider-facing, field-based role where your primary goal is to…
Added 1 min ago
Territory Manager - Northern Virginia
Nabi
Arlington, VA
As a Territory Manager at Nabi, you'll be responsible for expanding access to care by growing our referral network. This is a provider-facing, field-based role where your primary goal is to…
Added 1 min ago
Territory Manager - Charlotte, NC
Nabi
Charlotte, NC
As a Territory Manager at Nabi, you'll be responsible for expanding access to care by growing our referral network. This is a provider-facing, field-based role where your primary goal is to…
Added 1 min ago
Territory Manager - Raleigh–Cary, NC
Nabi
Raleigh, NC
As a Territory Manager at Nabi, you'll be responsible for expanding access to care by growing our referral network. This is a provider-facing, field-based role where your primary goal is to…
Added 1 min ago
CO
Public Works Environmental Health and Occupational Safety Programs Manager
City of Livermore
Livermore, CA
- $128,887 to $161,109 USD / year
…Central Safety Committee; meets regularly with the City’s Risk Manager; maintains employee training records and coordinates the acquisition of required training materials, represents the…

NFP Corp

Client Service Representative

Sterling Heights, MI, United States

The base salary range for this position is $42,945 – $68,670.

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Job details

Pay: The base salary range for this position is $42,945 – $68,670.
Apply by: Nov 4, 2027
Education: High school diploma
Experience: 1-3 Years of Customer Service Experience
Posting language: English
Posted: Nov 4, 2026

Original job description

Posting Description

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 Corp., 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. NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Position Summary & Overall Purpose

Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process.

This is a full-time role working four days a week from our Chicago office and one from home.

What You’ll Be Doing

Pre-Sale and New Business

Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packets
Performs all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long-term care applications
Schedules medical insurance exams and orders all Attending Physician Statements based on insurance underwriting guidelines
Follows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAIC
Partners with the New Business Team to manage all new business reasons. Uses MOSAIC as the system of record for status, notes, and tasks. Communicates with RM and client as necessary.
Participates in Relationship Manager/New Business case management calls
Reviews insurance policies and prepares them for delivery; follows up on delivery requirements when needed
Ensures Relationship Manager has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licenses
Partners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagers
Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions
Partners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summaries
Coordinates tasks and responsibilities for all joint work

Client Service

Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changes
Provides superior client service by identifying client’s wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the process
Coordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship Manager
Interacts daily with insurance carriers and vendors to ensure accurate and timely execution of client service requests
Takes a proactive lead on conserving the Relationship Manager’s existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic cases
Ability to follow through on a variety of requests and ability to create resolution on client and/or service related matters.
Creates client correspondence as needed according to the Lenox Style Guide

Business Operations

Responsible for greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client files
Manages the Relationship Manager’s calendar, scheduling and confirming client meetings, registering visitors with security, and booking conference rooms
Ensures data accuracy by regularly and routinely updating information in MOSAIC and maintaining client files. This includes, but is not limited to, fact find information and notes, case management (individual and MultiLife), task management, and client and policy information
Participates in occasional training and development sessions as directed by department(s) and Regional Manager
Creates feeder lists as requested
Partners with the Relationship Manager when participating in Lenox marketing campaigns, including MOSAIC list updates as well as updating client email addresses

What We’re Looking For

Required Knowledge

Knowledge of office equipment operations (copier, scanner, printers) and electronic calendaring programs (Microsoft Outlook)
Familiarity with business principles and practices
Familiarity working with Client Database Management systems
Knowledge of Customer Service fields

Required Skills/Abilities

Excellent communication skills, both verbal and written (email, written memos, telephone, voicemail, etc.)
Ability to interact with clients diplomatically and professionally
Strong attention to detail with the ability to prioritize multiple tasks in a fast-paced sales environment
Ability to work independently and also to collaborate with teams
Proficient in Microsoft Outlook, Excel, Word and PowerPoint
Organizational, planning and critical thinking skills
Ability to multitask

Required Behaviors/Attitudes

Initiative
Team oriented; demonstrates a service attitude
Cares about delivering quality
Planning & Organizing
Confident / Assertive
Dependable
Take personal ownership for delivery of superior results; conscientious
Demonstrate strong commitment to meeting the needs of internal and external clients

Education & Experience

High School Diploma Required
College Degree Preferred
1-3 Years of Customer Service Experience

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, ultimately, we exist to be there for others. The base salary range for this position is $42,945 – $68,670. 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 is an inclusive Equal Employment Opportunity employer.

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