Regional Admin/Ops. Manager, Life & related insurance (NYC, tri-state)

Company: NFP
Location: New York
Posted on: May 8, 2024

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, Levittown , Regional Admin/Ops. Manager, Life & related insurance (NYC, tri-state), Administration, Clerical , New York, Pennsylvania