Lenox Advisors

Team Support Coordinator, New Business

US-NY-New York
Type
Full-Time

Overview

Who we are:

 

Lenox Advisors is a full-service, multi-faceted financial services firm.  Our clients hire us for our commitment to help them achieve long-term financial success.  We have an immediate need for a Team Support Coordinator in our New Business department. This is an entry-level role on our New Business team. 

 

This position supports the New Business Team by coordinating activities and initiatives that ensure the day to day processing of the business is moving in a timely manner; insurance policies are produced and distributed on time; client’s records are updated and the applications are entered appropriately in the insurance carrier data bases.  The role serves to provide a foundation to the department’s productivity by managing new application submissions, payments and policy provision for the agency. 

Responsibilities

What you’ll be doing:

 

  • Input Disability, Long Term Care and Life Insurance application information into Insurance Carrier data bases.
  • Scan documents, update client management data-base and send to Insurance Carriers.
  • Identify insurance policies ready for distribution.  Review, print and update client management system.
  • Work with management to schedule reoccurring and ad-hoc meetings, prepare for team events, and coordinate business meetings with external business partners.
  • Assist in the creation of presentations for training, partner’s meetings and business reviews.
  • Provide ad-hoc support on special projects, high profile case or individual clients.

Qualifications

What we’re looking for:

 

The successful candidate will be a recent college graduate or previous experience in customer service or in an administrative position for an insurance company. The ideal candidate will have strong communication skills, both verbal and written, excellent attention to detail, and a sense of urgency and customer focus to ensure customer needs are met.  The ideal candidate will also have strong organization skills to meet daily target dates and excellent computer skills using Word, Excel, Outlook, PowerPoint and other relevant software and web based tools.

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