Job Description
Full 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, an Aon company, 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.
Job Summary:
The Team Support Coordinator plays a crucial role in ensuring the smooth and efficient operation of our fast-paced customer service team. This role is designed for a proactive, highly organized professional who thrives on creating order, optimizing workflows, and ensuring our leadership and Client Service Associates (CSAs) are positioned for success. By managing complex logistics, data integrity, and the end-to-end onboarding experience, you enable our team to focus on what they do best: delivering an outstanding client experience. The ideal candidate is highly organized, proactive, a strong communicator, and possesses a keen eye for detail, with a passion for supporting team success.
Job Accountabilities:
Client Services Support
Assist the Client Services leadership team by drafting and distributing relevant notifications and updates to Client Service Associates (CSAs).
Coordinate and schedule team meetings; own the lifecycle of the meeting by preparing agendas, taking attendance and recording minutes for distribution.
Help manage and prioritize incoming team inquiries and requests to ensure timely, high-quality responses.
Assist in the creation and tracking of conservation tasks to support client retention efforts.
CSA Onboarding and Off-boarding
Manage the end-to-end logistics for Client Service onboarding and off-boarding tasks to ensure a seamless experience.
Handle the creation and assignment of all technical development tasks for new CSAs.
Facilitate the first-day setup for new hires, ensuring all systems, hardware, and workspace requirements are met.
CSA Training
o Create and maintain the new hire training calendar; schedule all internal subject matter expert (SME) meetings.
o Lead training for core systems including MOSAIC, Compass, and the Intranet.
o Provide new hires with comprehensive overviews of Company History, Computer Systems, General Office Operations, and Marketing resources.
Operational Effectiveness
o Serve as the internal Subject Matter Expert for MOSAIC and core platforms; provide hands-on guidance and troubleshooting for the CSA team.
o Execute protocols for Duplicate Resolution and Data Consistency within MOSAIC; partner with the Data Feed team to ensure carrier data accuracy.
o Analyze and distribute reports from the Service-to-Sales dashboard, identifying key opportunities for CSAs to drive growth for their Relationship Managers.
o Support the Client Service Manager in the client transition process during staffing changes to maintain service continuity.
o Proactively audit and refine internal documentation and workflows to eliminate friction and improve overall team efficiency.
o Serve as an extension to the Conservation team to print and mail correspondence to clients
Job Competencies (knowledge, experience, skills & abilities and behaviors/attitudes)
Required Knowledge
Can effectively navigate within Lenox, MassMutual, NFP for support/resources
Has knowledge of the products/services Lenox offers its clients
Microsoft office skills (Outlook, Word, Excel and PowerPoint)
Calendar Management in outlook
Insurance product knowledge (life, disability and long term care)
Job Competencies (knowledge, experience, skills & abilities and behaviors/attitudes)
Required Skills/Abilities
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
Comfortable managing multiple priorities simultaneously
Strong interpersonal skills and a collaborative mindset
Has a strong sense of urgency about solving problems and getting work done
Reads situations quickly and accurately
High attention to detail
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
Exceptional organizational skills
Exceptional administrative skills
Advanced technology skills
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 Requirements
EDUCATION list what required education level is expected (ie., degree, advanced degree, etc)
EXPERIENCE (previous business experience or previous roles within Lenox that compliment this role)
LICENSE REQUIREMENTS (what specific certifications/licenses must an individual attain to perform this role?)
College Degree Preferred (not required)
Executive Assistant
Career Path Considerations
AVERAGE TIME TO MASTER ROLE (what is the typical amount of time it takes to truly ‘master’ the role). Check one box out of the 3 listed below
TYPICAL NEXT JOB MOVE CHOICES AFTER MASTERING THIS ROLE: (what are a few choices of ‘next likely move’ from mastery of this role – consider ‘vertical’ moves to deepen this area of competence and experience AND/OR ‘horizontal’ career moves to broaden experience across new disciplines. There is no limit to the # of roles you can list as next likely steps
x 1-2 Years
o 3-4 Years
o 5+ Years
Client Service Associate
Office Administrator
Conservation Associate
What We Offer:
We're 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 $60,000.00 – $75,000.00. 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 and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
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, an Aon company, 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.
Job Summary:
The Team Support Coordinator plays a crucial role in ensuring the smooth and efficient operation of our fast-paced customer service team. This role is designed for a proactive, highly organized professional who thrives on creating order, optimizing workflows, and ensuring our leadership and Client Service Associates (CSAs) are positioned for success. By managing complex logistics, data integrity, and the end-to-end onboarding experience, you enable our team to focus on what they do best: delivering an outstanding client experience. The ideal candidate is highly organized, proactive, a strong communicator, and possesses a keen eye for detail, with a passion for supporting team success.
Job Accountabilities:
Client Services Support
Assist the Client Services leadership team by drafting and distributing relevant notifications and updates to Client Service Associates (CSAs).
Coordinate and schedule team meetings; own the lifecycle of the meeting by preparing agendas, taking attendance and recording minutes for distribution.
Help manage and prioritize incoming team inquiries and requests to ensure timely, high-quality responses.
Assist in the creation and tracking of conservation tasks to support client retention efforts.
CSA Onboarding and Off-boarding
Manage the end-to-end logistics for Client Service onboarding and off-boarding tasks to ensure a seamless experience.
Handle the creation and assignment of all technical development tasks for new CSAs.
Facilitate the first-day setup for new hires, ensuring all systems, hardware, and workspace requirements are met.
CSA Training
o Create and maintain the new hire training calendar; schedule all internal subject matter expert (SME) meetings.
o Lead training for core systems including MOSAIC, Compass, and the Intranet.
o Provide new hires with comprehensive overviews of Company History, Computer Systems, General Office Operations, and Marketing resources.
Operational Effectiveness
o Serve as the internal Subject Matter Expert for MOSAIC and core platforms; provide hands-on guidance and troubleshooting for the CSA team.
o Execute protocols for Duplicate Resolution and Data Consistency within MOSAIC; partner with the Data Feed team to ensure carrier data accuracy.
o Analyze and distribute reports from the Service-to-Sales dashboard, identifying key opportunities for CSAs to drive growth for their Relationship Managers.
o Support the Client Service Manager in the client transition process during staffing changes to maintain service continuity.
o Proactively audit and refine internal documentation and workflows to eliminate friction and improve overall team efficiency.
o Serve as an extension to the Conservation team to print and mail correspondence to clients
Job Competencies (knowledge, experience, skills & abilities and behaviors/attitudes)
Required Knowledge
Can effectively navigate within Lenox, MassMutual, NFP for support/resources
Has knowledge of the products/services Lenox offers its clients
Microsoft office skills (Outlook, Word, Excel and PowerPoint)
Calendar Management in outlook
Insurance product knowledge (life, disability and long term care)
Job Competencies (knowledge, experience, skills & abilities and behaviors/attitudes)
Required Skills/Abilities
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
Comfortable managing multiple priorities simultaneously
Strong interpersonal skills and a collaborative mindset
Has a strong sense of urgency about solving problems and getting work done
Reads situations quickly and accurately
High attention to detail
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
Exceptional organizational skills
Exceptional administrative skills
Advanced technology skills
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 Requirements
EDUCATION list what required education level is expected (ie., degree, advanced degree, etc)
EXPERIENCE (previous business experience or previous roles within Lenox that compliment this role)
LICENSE REQUIREMENTS (what specific certifications/licenses must an individual attain to perform this role?)
College Degree Preferred (not required)
Executive Assistant
Career Path Considerations
AVERAGE TIME TO MASTER ROLE (what is the typical amount of time it takes to truly ‘master’ the role). Check one box out of the 3 listed below
TYPICAL NEXT JOB MOVE CHOICES AFTER MASTERING THIS ROLE: (what are a few choices of ‘next likely move’ from mastery of this role – consider ‘vertical’ moves to deepen this area of competence and experience AND/OR ‘horizontal’ career moves to broaden experience across new disciplines. There is no limit to the # of roles you can list as next likely steps
x 1-2 Years
o 3-4 Years
o 5+ Years
Client Service Associate
Office Administrator
Conservation Associate
What We Offer:
We're 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 $60,000.00 – $75,000.00. 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 and Lenox Advisors is an inclusive Equal Employment Opportunity employer.
💡 Quick Summary
Seeking a career-building opportunity? The (Hybrid) Team Support Coordinator, Client Services position is now open for candidates interested in the Insurance sector. This role in New York City offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Insurance is a plus.