Client Retention Specialist - Wealth & Insurance
Aon plc
Lenox Advisors, an NFP Corp. company, seeks a customer-focused professional in New York to manage premium retention and data accuracy. You will support Relationship Managers, advise on payment options, and facilitate transactions while exploring opportunities to strengthen client relationships and policy retention. The role emphasizes data integrity, proactive client outreach, and effective communication across teams in a fast-paced wealth management environment, with a base salary in a #J-18808-Ljbffr Aon plc
Vacancy posted 2 days ago
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