New Business Team Support Coordinator (Hybrid NYC)

at  NFP Corp

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.
The position supports the New Business Team by providing a foundation to the department’s productivity as well as overall operational support. The Team Support Coordinator will assist in managing new application submissions, payments, and medical record collection.

JOB ACCOUNTABILITIES:

• Process new business applications (life, disability insurance, etc.) in collaborating with Lenox case managers and underwriters
• Scan and upload documents to our client management database
• Update client information and policy record maintenance
• Coordinate policy issuance and distribution, communicate with financial advisors and their support staff
• Responsible for ordering medical records, follow-ups, and communicating updates
• Manage incoming payments and deposits, collaborating with the accounting team
• Provide ad hoc support for projects and tasks as needed
• Serve as a liaison between team members, departments, and external partners

REQUIRED KNOWLEDGE

• Can effectively navigate within Lenox, MassMutual/Fieldnet, NFP/Blueprint
• Strong organization skills and high attention to detail
• Thorough, accurate, and reliable when performing and completing job tasks
• Can define and explain the various steps in our processes
• Capacity to solve problems while considering impact to client and firm
• Microsoft office skills (Outlook, Word, Excel, and PowerPoint)
• Lenox’s proprietary CRM and workflow system power user in New Business-related areas

REQUIRED SKILLS/ABILITIES

• Work effectively with others to drive results
• Presents an appropriate professional appearance and demeanor with team members and clients (Internal and/or external)
• Manages time well to accomplish work tasks within established deadlines
• Is flexible and open minded
• Thorough, accurate, and reliable when performing and completing job tasks
• Strong communication, interpersonal and negotiation skills
• Dedicated to exceeding internal and external client expectations
• Works effectively under pressure
• Has a strong sense of urgency about solving problems and getting work done
• Use of good judgment to accomplish work assignments without compromising the firm’s integrity
• Embraces technology with optimism and positivity
• Ability to work in a team environment
• Views problems as opportunities to improve processes and make things better
• Ability to incorporate appropriate phone etiquette

EDUCATION:

• College Degree Preferred

EXPERIENCE:

• 0-2 Years of Industry Experience

Please refer the Job description for details