Lenox Advisors
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Account Executive- Voluntary Benefits
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Lenox Advisors 2 days ago Be among the first 25 applicants Join to apply for the
Account Executive- Voluntary Benefits
role at
Lenox Advisors 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. ACCOU012028_2
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.
Summary:
Responsible for account management and day-to-day interaction with corporate clients: maintaining assigned accounts, acquiring needed materials for enrollments, providing client service and building customer relationships throughout the year. Can participate in census and upload work required for enrollment implementations - emphasis on excel work to analyze census data, research eligibility, perform benefit calculations, and prep information for upload and/or distribution to enrollment teams. Also works with carriers to provide necessary data, confirm data accuracy and ensure their materials and website are ready for enrollment activity.
Job Accountabilities
Acts as the main contact for corporate clients during and after the enrollment process Works with corporate clients to secure the data and information necessary to prepare for enrollments Oversees enrollment implementation activities to ensure all census work, uploads and enrollment communications are completed on a timely basis Handles ongoing client service and case administration issues including new hires, terminations, list billing issues, responding to miscellaneous questions and inquiries, etc Initiates the annual re-enrollment process, coordinating timing with the corporate client and the ML salesperson on the account Builds client relationships throughout the year with follow up calls, meetings and lunches Census work and uploads as needed Can assist in analyzing and preparing census data for enrollments including eligibility analysis, benefit analysis, alerts, RM assignments, and licensing/splits analysis Works with carriers on all phases of enrollment implementations: supplies carriers with required census data, confirms accuracy of eligible population and benefit calculations, and coordinates and QCs enrollment material deliverables from carrier (ie one pagers and apps) Prepares census data for upload into MOSAIC Creates point of sale materials for each enrollment (i.e. Szostak charts) Provides support to RMs & assistants as needed via our weekly team meetings and on case-related issues throughout enrollments Works on special tasks and/or projects as assigned and contributes ideas for improvements in departmental processes, procedures and workflow efficiency
Job Competencies
Knowledge of the DI, LTC and GVUL products, features and benefit calculations Requires Microsoft Excel knowledge and skills to perform the necessary census analysis and calculation work MOSAIC, Microsoft Outlook and Word Knowledge of product administration Multi-life implementation and enrollment process Multi-life case design, underwriting and offer process
Required Skills/Abilities
Effective communicator with peers, management and vendors Develops and maintains positive working relationships, at all levels internal and external Demonstrates subject matter expertise Uses technology appropriately Understands and provides excellent client service Listens, anticipates, understands and responds to client needs Effective leadership and people skills Well-planned, organized and good time management skills Able to prioritize Identifies and anticipates problems, develops and executes solutions Effective teacher Extremely detail-oriented Recognizes and learns from mistakes
Required Behaviors/Attitudes
Extremely customer service oriented Detailed and thorough Analytical Ethical, dependable, authentic and trustworthy Accepts personal accountability Team player Decision Maker Dependable, adheres to company procedures, processes and guidelines Educator Has a positive, “can do”, “do whatever it takes” attitude Self-manager and self-motivator Has a desire to continually learn, self-educate and acquire new skills Open to feedback
Education/Experience/License Requirements
College Degree Client facing interaction, ideally benefits experience Life and Health licensed
What We Offer
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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 $65,000 – $110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. 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. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function General Business, Other, and Business Development Industries Insurance Referrals increase your chances of interviewing at Lenox Advisors by 2x Get notified about new Account Executive jobs in
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Account Executive- Voluntary Benefits
role at
Lenox Advisors 2 days ago Be among the first 25 applicants Join to apply for the
Account Executive- Voluntary Benefits
role at
Lenox Advisors 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. ACCOU012028_2
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.
Summary:
Responsible for account management and day-to-day interaction with corporate clients: maintaining assigned accounts, acquiring needed materials for enrollments, providing client service and building customer relationships throughout the year. Can participate in census and upload work required for enrollment implementations - emphasis on excel work to analyze census data, research eligibility, perform benefit calculations, and prep information for upload and/or distribution to enrollment teams. Also works with carriers to provide necessary data, confirm data accuracy and ensure their materials and website are ready for enrollment activity.
Job Accountabilities
Acts as the main contact for corporate clients during and after the enrollment process Works with corporate clients to secure the data and information necessary to prepare for enrollments Oversees enrollment implementation activities to ensure all census work, uploads and enrollment communications are completed on a timely basis Handles ongoing client service and case administration issues including new hires, terminations, list billing issues, responding to miscellaneous questions and inquiries, etc Initiates the annual re-enrollment process, coordinating timing with the corporate client and the ML salesperson on the account Builds client relationships throughout the year with follow up calls, meetings and lunches Census work and uploads as needed Can assist in analyzing and preparing census data for enrollments including eligibility analysis, benefit analysis, alerts, RM assignments, and licensing/splits analysis Works with carriers on all phases of enrollment implementations: supplies carriers with required census data, confirms accuracy of eligible population and benefit calculations, and coordinates and QCs enrollment material deliverables from carrier (ie one pagers and apps) Prepares census data for upload into MOSAIC Creates point of sale materials for each enrollment (i.e. Szostak charts) Provides support to RMs & assistants as needed via our weekly team meetings and on case-related issues throughout enrollments Works on special tasks and/or projects as assigned and contributes ideas for improvements in departmental processes, procedures and workflow efficiency
Job Competencies
Knowledge of the DI, LTC and GVUL products, features and benefit calculations Requires Microsoft Excel knowledge and skills to perform the necessary census analysis and calculation work MOSAIC, Microsoft Outlook and Word Knowledge of product administration Multi-life implementation and enrollment process Multi-life case design, underwriting and offer process
Required Skills/Abilities
Effective communicator with peers, management and vendors Develops and maintains positive working relationships, at all levels internal and external Demonstrates subject matter expertise Uses technology appropriately Understands and provides excellent client service Listens, anticipates, understands and responds to client needs Effective leadership and people skills Well-planned, organized and good time management skills Able to prioritize Identifies and anticipates problems, develops and executes solutions Effective teacher Extremely detail-oriented Recognizes and learns from mistakes
Required Behaviors/Attitudes
Extremely customer service oriented Detailed and thorough Analytical Ethical, dependable, authentic and trustworthy Accepts personal accountability Team player Decision Maker Dependable, adheres to company procedures, processes and guidelines Educator Has a positive, “can do”, “do whatever it takes” attitude Self-manager and self-motivator Has a desire to continually learn, self-educate and acquire new skills Open to feedback
Education/Experience/License Requirements
College Degree Client facing interaction, ideally benefits experience Life and Health licensed
What We Offer
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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 $65,000 – $110,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. 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. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function General Business, Other, and Business Development Industries Insurance Referrals increase your chances of interviewing at Lenox Advisors by 2x Get notified about new Account Executive jobs in
Albany, NY . Albany, NY $129,000.00-$206,000.00 2 weeks ago Albany, NY $54,000.00-$56,000.00 3 days ago Account Executive - Employee Benefits (Hybrid)
Albany, NY $60,000.00-$110,000.00 1 week ago Clifton Park, NY $61,000.00-$110,000.00 6 days ago Albany, NY $100,000.00-$115,000.00 1 month ago Albany, NY $22,000.00-$94,000.00 1 week ago Albany, NY $50,000.00-$120,000.00 2 days ago Account Executive / Strategic Account Executive
Albany, NY $50,000.00-$120,000.00 2 weeks ago Latham, NY $43,800.00-$72,500.00 3 days ago Affluent Personal Lines Account Executive/New Business Dev (N.East-hybrid o
Albany, NY $75,000.00-$90,000.00 2 weeks ago Albany, NY $100,000.00-$130,000.00 2 weeks ago Latham, NY $80,000.00-$90,000.00 3 months ago Albany, NY $57,900.00-$107,500.00 22 hours ago New Business Account Executive - Automotive Software
Albany, NY $54,000.00-$56,000.00 16 hours ago Specialty Account Executive (Dental & Vision)
Albany, NY $56,855.00-$121,543.00 3 days ago Affluent Personal Lines Account Manager (N.East-hybrid or remote)
Albany, NY $59,000.00-$77,000.00 2 weeks ago Strategic Account Executive - Laboratory Diagnostic Sales
Albany, NY $87,600.00-$125,000.00 3 weeks ago Affluent Personal Lines Sr Account Executive (NYC hybrid or E.S.T. remote)
Albany, NY $79,000.00-$100,000.00 1 week ago Latham, NY $54,300.00-$117,400.00 2 weeks ago Account Executive (3PL / Domestic Transportation)
Clifton Park, NY $70,000.00-$90,000.00 4 months ago REMOTE - Commercial Lines Account Manager (Must live in MA or RI)
Albany, NY $60,000.00-$80,000.00 2 weeks ago Albany, NY $65,000.00-$75,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr