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.

Position Summary:

We are seeking a diligent and detail-oriented individual to join our team as a Case Manager specializing in Guaranteed Issue Disability Applications.

The role involves managing the intake and processing of new disability applications, ensuring accuracy, completeness, seamless execution and compliance with company guidelines and regulations. The ideal candidate will have excellent organization skills, and the ability to work efficiently in a fast-paced environment. This is a full-time opportunity with a hybrid schedule, based in our New York City office.

Responsibilities:

• Review and assess applications to ensure accuracy, completeness, and compliance with company policies.
• Enter applicant information into the company's database or management system accurately and promptly.
• Communicate with Advisors to request additional information or clarification as needed.
• Serve as liaison for our Advisors and insurance carrier representatives to expedite the processing of disability applications.
• Identify opportunities for process improvement to streamline disability application procedures.
• Ensure confidentiality and data security in handling sensitive information related to corporate executive benefits.
• Facilitate Advisor trainings.
• Stay current on the Executive Benefit enrollment process.
  • Attend carrier hand off calls
  • Present at Kick Off or HIIT meetings
  • Knowledge of GSI insurance products preferred
• Work on ad hoc projects as subject matter expert.

Professional Skills:

• Work effectively with others to drive results.
• Manages time well to accomplish work tasks within established deadlines.
• Is flexible and open minded.
• Thorough, accurate, and reliable when performing and completing job tasks.
• Strong communication, interpersonal and negotiation 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.
• Use of good judgment to accomplish work assignments without compromising the firm’s integrity.
• Embraces technology with optimism and positivity.
• Ability to work in a team environment.
• Views problems as opportunities to improve processes and make things better.
• Strong organization skills and high attention to detail.
• Microsoft office skills and Lenox's proprietary CRM power user.

Professional Behavior:

• Use good judgment to accomplish assignments without compromising the firm’s integrity.
• Demonstrates a high level of dependability in all aspects of the job.
• Cope with change with optimism and positivity.
• Willingly assist others who may need assistance with their day to day.
• Takes responsibility and accountability.
• Demonstrate openness to new organizational structures, procedures, and technology.
• Effectively contribute to the work of the team.

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 $54,000 –$75,000. 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 and Lenox Advisors is an inclusive Equal Employment Opportunity employer.