Jobs in the United States

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Added 5 mins ago
DO
Regional Planning Section Manager
Department of Water Resources
CA
- $11,437 to $14,315 USD / month
Duties will include, but are not limited to, the following: lead technical staff; program development and implementation; groundwater monitoring network design; data collection; conducting…
Added 11 mins ago
Senior Project Manager
Evidence in Motion
San Antonio, TX
The Senior Project Manager serves as a key departmental leader, translating strategic priorities into actionable project management practices, overseeing standardized workflows and…
Added 11 mins ago
Equal Employment Manager
Veterans Affairs, Veterans Health Administration
Sheridan, WY
Added 11 mins ago
Sr. Manager, Retail Partnerships
GN Hearing
Cheyenne, WY
● Team Leadership & People Development: A collaborative manager with a track record of attracting, coaching, and empowering direct reports to handle day-to-day tactics while developing them…
Added 17 mins ago
CO
International Bridges Toll Operations Manager
City of El Paso
El Paso, TX
- $69,793.79 to $87,242.24 USD / year
…subordinate supervisors' appraisals. Provide for training and development. Counsel, motivate, and maintain harmony. Identify and resolve staff differences, conflicts, and deficiencies.…
Added 21 mins ago
Sr Portfolio Manager
Jobgether
Remote, United States
The Senior Portfolio Manager will provide strategic leadership and operational oversight across a portfolio of federal government programs, ensuring successful delivery, financial…
Added 24 mins ago
Sr. Engineer, Software Engineer (Test Automation Developer)
AB3 Nationwide Life and Annuity Insurance Co
OH · AZ · IA
…the place for you. Nationwide's industry-leading technology workforce embraces an agile work environment and a collaborative culture to deliver outstanding solutions and results. If that…
Added 24 mins ago
Sr Analyst, Workforce Management Insights
AB3 Nationwide Life and Annuity Insurance Co
OH
The Sr. Analyst, Workforce Management Insights turns complex workforce and operational data into trusted, reusable insights that improve forecasting, capacity planning, staffing decisions,…
Added 24 mins ago
Consultant, Technology Project Manager
AB3 Nationwide Life and Annuity Insurance Co
OH · AZ · IA
Manage vendor relationships and provide oversight for contract negotiations, statement of work development, forecasting, and invoicing.
Added 24 mins ago
Consultant, Data Engineer - Reference Data Management
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OH · AZ
Nationwide’s industry-leading workforce is passionate about creating data solutions that are secure, reliable and efficient in support of our mission to provide extraordinary care.…
Added 30 mins ago
Manager, Nursing Operations
Beth Israel Lahey Health
Charlestown, MA
The Manager, Nursing Operations is a member of BILH’s System Nursing Team that provides advisory and project management support to high-priority initiatives across both clinical and…
Added 30 mins ago
Senior Compliance & Privacy Specialist
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…training and communication to the BILH community, enhancing workforce…
Added 30 mins ago
Manager, Strategic Accounts
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Wilmington, MA
The Manager, Strategic Accounts is responsible for overseeing a list of key accounts and supervising a team of Strategic Account Specialist focused on the development of the account…
Added 30 mins ago
Buyer/Clerk
Cambridge Health Alliance
Woburn, MA
…excellence for everyone, every time. It also recognizes that our workforce is our most valuable asset and prioritizes competitive salaries, benefits and professional development…
Added 31 mins ago
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Sr QMSR Manager
Fresenius Medical Care
Waltham, MA
- $122,000 to $205,000 USD / year
Provides leadership, coaching, and development plans for all direct reports to maintain an engaged and productive workforce; partnering with Human Resources on employee matters.
Added 31 mins ago
Senior Manager, Agile Delivery
Pegasystems
Waltham, MA
…collaboration, transparency, and continuous improvement. As Senior Manager, Agile Delivery, you will lead and develop a team of Agile Delivery professionals while helping evolve how work is…
Added 31 mins ago
Territory Manager, CardioMEMS - Boston, MA
Abbott
Boston, MA
Career development with an international company where you can grow the career you dream of.
Added 31 mins ago
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Nurse Manager – Outpatient Neurology (Full Time)
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Boston, MA
- Full-time
…Associate Chief Nurse of Ambulatory Operations, the Clinical Manager - RN is responsible for providing clinical leadership and administrative oversight across outpatient areas to include…
Added 31 mins ago
Associate Director, Regulatory Project Management (remote)
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Boston, MA
…leadership across Global Regulatory Affairs, supporting assigned development programs and portfolio priorities. Serving as the central hub for regulatory projects, the Regulatory Project…
Added 53 mins ago
Biomedical Technician
Fresenius Medical Care
Goodyear, AZ
…experiences to come together for professional and personal development, discussion, activities, and peer support. Our diverse workforce and culture encourage opportunity, equity, and…
Added 53 mins ago
Client Service Representative - Merrill Wealth Management
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Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an…
Added 53 mins ago
Operations Sales Manager II
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Tempe, AZ
Your potential has a place here with TTEC’s award-winning employment experience. As a Sales Service Delivery Manager working onsite in Tempe, AZ, you’ll help lead a sales-focused customer…
Added 53 mins ago
Night Shift Supervisor
Howmet Aerospace
Tucson, AZ
…Production Supervisor. Under the direction of the Operations Manager, this position is the first level of authority in the workplace by providing leadership, coaching, and clear direction…
Added 53 mins ago
Construction Project Manager 4
ManpowerGroup
Phoenix, AZ
Our client, Construction & Data Center Infrastructure is seeking a Construction Project Manager 4 to join their team. As a Construction Project Manager 4, you will be part of the…
Added 54 mins ago
Manufacturing Manager - Training
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The Training Manager leads the site-wide training strategy to build workforce capability, accelerate onboarding, and support operational excellence. This role oversees training program…

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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