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 Operations Support Coordinator provides administrative and operational support to ensure the smooth functioning of our department. This role will assist in process development, data management, and project coordination while also supporting team members with various tasks and projects.
Job Accountabilities:
Operational Process Support
Assist in developing, implementing, and streamlining operational processes and procedures
Collaborate with operations management to maintain and optimize departmental workflows
Maintain accurate records and documentation related to business operations
Data Management
Maintain accurate and up-to-date data in our CRM and other databases
Ensure data integrity and assist with data analysis and reporting as needed
Communication and Information Flow
Support the creation, dissemination, and storage of departmental information
Assist in crafting and editing templates, PowerPoint decks, and other materials
Meeting and Event Support
Coordinate logistics and planning for departmental team events and meetings
Prepare meeting invitations, materials, agendas, and notes
Assist with post-meeting follow up
Administrative Support
Provide general administrative support to team members, including task management and coordination
Assist in maintaining and updating departmental web pages and internal communications
Assist with special projects and initiatives as needed
Job Qualifications: Required Knowledge
Can effectively navigate within CRM and various carrier platforms
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)
Basic knowledge of process improvement methodologies (e.g., Lean, Six Sigma)
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
Thorough, accurate, and reliable when performing and completing job tasks
Strong communication and interpersonal 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
Embraces technology
Views problems as opportunities to improve processes and make things better
Required Behaviors/Attitudes
Use good judgment to accomplish work assignments without compromising the firm’s integrity
Demonstrates a high level of dependability in all aspects of the job
Embrace change with optimism and positivity
Sees relationship building as an opportunity to develop trust
Approaches tasks with a client service mindset
Takes responsibility and accountability
Effectively contribute to the work of the team
Education Bachelor’s degree preferred or equivalent experience.
Experience 1-2 years previous experience in customer service, operations, or in an administrative position preferred.
License Requirements N / A
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 $50,000-63,000. 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.
#J-18808-Ljbffr
Job Summary: The Operations Support Coordinator provides administrative and operational support to ensure the smooth functioning of our department. This role will assist in process development, data management, and project coordination while also supporting team members with various tasks and projects.
Job Accountabilities:
Operational Process Support
Assist in developing, implementing, and streamlining operational processes and procedures
Collaborate with operations management to maintain and optimize departmental workflows
Maintain accurate records and documentation related to business operations
Data Management
Maintain accurate and up-to-date data in our CRM and other databases
Ensure data integrity and assist with data analysis and reporting as needed
Communication and Information Flow
Support the creation, dissemination, and storage of departmental information
Assist in crafting and editing templates, PowerPoint decks, and other materials
Meeting and Event Support
Coordinate logistics and planning for departmental team events and meetings
Prepare meeting invitations, materials, agendas, and notes
Assist with post-meeting follow up
Administrative Support
Provide general administrative support to team members, including task management and coordination
Assist in maintaining and updating departmental web pages and internal communications
Assist with special projects and initiatives as needed
Job Qualifications: Required Knowledge
Can effectively navigate within CRM and various carrier platforms
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)
Basic knowledge of process improvement methodologies (e.g., Lean, Six Sigma)
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
Thorough, accurate, and reliable when performing and completing job tasks
Strong communication and interpersonal 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
Embraces technology
Views problems as opportunities to improve processes and make things better
Required Behaviors/Attitudes
Use good judgment to accomplish work assignments without compromising the firm’s integrity
Demonstrates a high level of dependability in all aspects of the job
Embrace change with optimism and positivity
Sees relationship building as an opportunity to develop trust
Approaches tasks with a client service mindset
Takes responsibility and accountability
Effectively contribute to the work of the team
Education Bachelor’s degree preferred or equivalent experience.
Experience 1-2 years previous experience in customer service, operations, or in an administrative position preferred.
License Requirements N / A
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 $50,000-63,000. 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.
#J-18808-Ljbffr