Client Service Associate

$55,000 - $72,000/Yr

Nfp - New York, NY

Full-time - Entry Level

Hybrid - New York, NY

5,001-10,000 employees

Food Services and Drinking Places

About the position

The Client Service Associate supports the Relationship Manager by coordinating activities and initiatives that enhance the new policy and client service processes. This role is crucial in providing superior client service by understanding and addressing client needs, ensuring effective communication, and managing various administrative tasks to facilitate smooth operations.

Responsibilities

• Assemble meeting preparation documents for sales meetings, including illustrations and policy summaries.
• Perform insurance underwriting duties, including preparation of applications.
• Schedule medical insurance exams and order Attending Physician Statements.
• Follow up with clients and Relationship Managers during the underwriting process.
• Manage new business cases using MOSAIC as the system of record.
• Participate in case management calls with Relationship Managers.
• Review and prepare insurance policies for delivery.
• Ensure Relationship Manager has appropriate licensing and appointments.
• Process all policy changes and reinstatements.
• Coordinate with the Private Wealth Management Team for asset management applications.
• Process all insurance policy service requests and changes.
• Interact with insurance carriers and vendors for client service requests.
• Notify clients of overdue premiums and track progress on problematic cases.
• Create client correspondence as needed.
• Manage office operations including greeting clients and fielding phone calls.
• Maintain data accuracy in MOSAIC and client files.
• Participate in training and development sessions as directed.

Requirements

• High School Diploma required; College Degree preferred.
• 1-3 years of Customer Service experience; 3-5 years of industry experience preferred.
• Knowledge of office equipment operations and electronic calendaring programs.
• Familiarity with business principles and practices.
• Experience with Client Database Management systems.
• Excellent communication skills, both verbal and written.
• Strong attention to detail and ability to prioritize tasks.
• Proficient in Microsoft Outlook, Excel, Word, and PowerPoint.

Nice-to-haves

• Experience in the insurance industry.
• Advanced knowledge of customer service disciplines.

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs