Team Support Coordinator, Corporate Executive Benefits

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 is a seven-time 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’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 8,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com

Job Summary:

The Team Support Coordinator position provides comprehensive support to our Account Implementation Team, assisting with all aspects of the enrollment process. To thrive in the role, you need to be inherently curious, always learning and seeking opportunities for personal and professional development.

Job Accountabilities:

• Implementation Support
  • Schedule, organize, and coordinate meetings, including preparing agendas and follow-up materials.
  • Set up Zoom meetings and provide basic technical support as needed.
  • Gather and validate all enrollment information, including advisor licensing requirements.
  • Prepare and distribute enrollment materials and Outlook templates.
  • Coordinate with external vendors to ensure a smooth and timely enrollment process.
  • Respond promptly and professionally to calls, emails, and task requests.
• Documentation and Reporting
  • Handle administrative tasks such as data entry, document preparation, and file management.
  • Support departmental projects by ensuring tasks are completed on schedule and meet quality standards.
• Data Management
  • Participate in quality assurance reviews to ensure accuracy and completeness of data.
  • Maintain internal databases with strong attention to accuracy, organization, and confidentiality.
  • Complete ad-hoc data projects as needed to support ongoing business operations.
  • Uphold strict data-security and confidentiality standards when handling sensitive information.

Job Qualifications:

Required Skills/Abilities

• Strong organizational and time-management skills
• High attention to detail and accuracy
• Ability to manage multiple priorities and tight timelines
• Proficiency with Microsoft Office (Outlook, Excel, Word, Teams)
• Comfortable learning new systems and tools
• Proactive follow-through
• Professionalism in handling internal and external communication
• Willingness to learn and accept feedback from others?
• Teamwork and collaboration?

Required Behaviors/Attitudes

• Use good judgment to accomplish assignments without compromising the firm’s integrity
• Demonstrates a high level of dependability in all aspects of the job
• Cope with change with optimism and positivity
• Willingly assist others who may need assistance with their day to day
• Takes responsibility and accountability
• Demonstrate openness to new organizational structures, procedures, and technology
• Effectively contribute to the work of the team

What We Offer:

NFP is 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, at the end of the day, we exist to be there for others. The base salary range for this position is $59,000-65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, the skill level required for the position, the scope of the position, and geographic location. The 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.