Operations Support Coordinator, Sales Strategy

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

Experience

License Requirements

Bachelor’s degree preferred or equivalent experience

1-2 years previous experience in customer service, operations, or in an administrative position preferred

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.