Regional Admin/Ops. Manager, Life & related insurance (NYC, tri-state)
Company: NFP
Location: New York
Posted on: May 8, 2024
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Job Description:
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. The Role: The role
of the Regional Administrative Manager is to execute the Market
Leader's strategy in the recruiting and development of field
leaders, Relationship Managers/Advisors (RMs) and Client Service
Associates (CSAs). Insurance product knowledge with life,
disability and long-term care is required. This is a full-time
position with the flexibility of a hybrid work schedule from our
mid-town, NYC office. We will consider qualified candidates for a
remote opportunity if within the NYC Tri-state area, thus close
enough to come to the office as required. Job Responsibilities:
Recruiting / Onboarding / Offboarding- Advisors and Support Staff
Partners with Sales Management Team for all recruiting strategies
and administrative activities. Guides the recruits through
licensing, contract signing, and transition of business processes.
Leads and develops resources to maximize onboarding experience for
Relationship Managers joining Lenox. Partners with NFP Recruitment
team in finding high-quality Client Service Associate candidates.
Interviews Client Service Associate candidates to assess the right
fit for the Lenox model and culture. Oversight of all Relationship
Managers and Client Service Associates on-boarding activities.
Partners with Human Resources and IT in the coordination of the RMs
/ CSA on-boarding and off-boarding. Manages the coordination of all
Relationship Manager and CSA on / off-boarding activities. Partners
with Sales Management Team to ensure that results of RM Survey are
addressed in a timely manner. Partners with IT and various depts
for all onboarding and offboarded needs. RM & CSA Training Supports
Sales Team in the coordination of training strategies. Coordinates
RM and CSA on-boarding training and ongoing training including
logistics (Zoom). Responsible for initial RM and CSA onboarding
training specific to items such as MOSAIC, Fieldnet, illustrations
and new business processes. Leverages Lenox resources to ensure
that RMs are fully utilizing all that is available to them as part
of our Value of Services platform. Serves as a champion of the
suite of technology systems. Acts as a trainer and resource to RMs
and CSAs with Core Carrier, Mass Mutual and LBIS Carrier's on
pre-sale and processes. Assists with the coordination of various
training meetings. Assists with content of Client Service Associate
department meeting and agendas. Conducts regular one-on-one
meetings with RMs & CSAs to build relationships, understand
training and development needs, and provide insight for the
improvement of performance. Acts as liaison between departments
with any implementation and issues. Works with Sales Admin Team to
continue to evolve and provide structure related to training
curriculum. Monthly partnership meetings with various departments .
Monthly partnership meetings with National Head of Sales on
Regional areas of discussion. Operational Effectiveness Partners
with Market & Area Sales Leaders on ongoing operations as it
relates to training completions, onboarding, etc. Attends and
participates in all monthly sales management team and recruiting
meetings. Supports company standards, policies, goals, and
objectives executing on corporate initiatives as defined by company
management. Stays informed by attending all Lenox meetings,
trainings, and events. Manages, plan and direct resources to
execute strategy or initiatives. Supports Sales Management Team on
expense monitoring. Leverages all resources and contacts to
facilitate business, processing and support. Partners with Human
Resources on any staff or Relationship Managers office conflicts.
Assists with the coordination of internal and external audits and
inquiries. Ensures Relationship Managers are offered resources and
have access to relevant systems to conduct business.. Acts as a go
to resource for RMs and CSAs for day-to-day questions regarding
best practices and Lenox processes and directs them to the correct
contact or Practice Management person when appropriate. Provides
overall guidance to relationship managers on their CSA's workload
management and best practices for an effective relationship between
the RM and CSA. Drives best practices and Lenox Compliance
policies. Responsible for strategy implementation plans to improve
and standardize all aspects of our business and office operations.
Utilizes wide degree of creativity and latitude to successfully
move business forward and contribute to business development
initiatives. Shares operational best practice across all regions.
Masters the navigation and effective utilization of Lenox platform,
software, and all technology to serve as an available resource to
Relationship Managers and their teams. Works on projects that
impact the entire organization. Leadership Qualities Acts as a role
model for staff and RMs in the areas of leadership, personal
character, commitment, organization, and work habits. Demonstrates
clear understanding of Lenox Guiding Principles and ensuring these
principles are being observed within your team. Establishes
relationships with the Lenox management team across the various
departments. Participates in sales initiatives and projects, as
assigned. Encourages collaboration, team work, and peer-to-peer
learning. Encourages attendance and participation in Lenox
meetings, trainings, and events. Encourages leaders and RMs to
maintain a balanced approach to business and personal goals. Serves
on at least one internal committees: Women's Group DEIB Lenox Cares
Required Knowledge / Skills Abilities: Microsoft office proficiency
(Outlook, Word, Excel and PowerPoint). Calendar Management in
Outlook. Insurance product knowledge (life, disability and long
term care) highly preferred. Experience with CRMs and other data
management systems Presents an appropriate professional appearance
and demeanor. Presents a cheerful, positive demeanor with the
clients they service (internal and/or external). Consistently
presents a friendly impression on others. Has a strong sense of
urgency about solving problems and getting work done. Reads
situations quickly and accurately. Embraces technology with
optimism and positivity. Dedicated to exceeding internal and
external client expectations. Handles stressful situations with
calm and poise. Keeps others informed on the status of assigned
work. Highly motivated and goal-oriented. Excellent Communication
skills (both written and verbal). Unwavering commitment to
confidentiality. Ability to travel as needed (this is minimal).
Required Behaviors/Attitudes: Demonstrates a high level of
dependability in all aspects of the job. Behaves in a way that
leads others to trust him/her. Willingly assist others who may need
help with completing work assignments to deliver on a client
promise. Respects the confidentiality of information. Takes
responsibility and accountability. Education, Experience, License
Requirement: Bachelor's Degree preferred. HS Diploma or GED
required. 3 to 5 years of experience in insurance or financial or
wealth management services industries or equivalent combination of
education and work experience. Related experience can include:
Senior Client Service Associate, Executive Assistant, Office or
Operations Manager or related roles with quality assurance and
client service focus. 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 in NYC is $89,000 - $120,000. 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 and Lenox Advisors is an inclusive Equal
Employment Opportunity employer
Keywords: NFP, Danbury , Regional Admin/Ops. Manager, Life & related insurance (NYC, tri-state), Administration, Clerical , New York, Connecticut
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