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AVP, Regional Admin. Manager, Life And Related Insurance (NYC Hybrid)

CareerBuilder

Posted on: 10 Mar 2024

Job Location: Hartford, US

Job Description:

AVP, Regional Admin. Manager, Life and related insurance (NYC hybrid)

Women are 16% less likely than men to apply to a job once theyve viewed it, but are 16% more likely to get hired after applying to a job.*
*LinkedIn Talent Solutions Gender Insights Report 2019
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. Were 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:
The Role:
The role of the Regional Administrative Manager is to execute the Market Leaders strategy in the recruiting and development of field leaders, Relationship Managers and Client Service Associates. 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.
Job Responsibilities:
Partners with Sales Management Team for all recruiting strategies and administrative activities.
Partners with Market and Area Sales Leaders to ensure market growth.
Monitors and tracks recruitment of candidates.
Participates in recruitment interviews.
Guides the recruits through licensing, contract signing, and transition of business processes.
Acts as a liaison between candidates and Sales team to ensure established process/tasks are completed in a timely fashion.
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 to ensure that all equipment is collected when an RM or CSA is offboarded.
Partners with Sales Management Team to transition existing clients when RM offboards (LADL/Investment Business).
Partners with BSS related to Mosaic termination process.
RM & CSA Training & Development
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 MOSAIC Champion
Serves as an A360 Champion
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 BBSG and Accountability meetings
Assists with the coordination of Induction School
Assists with the coordination of Core School
Assists with content of Client Service Associate department meeting and check in 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
Provide individualized assistance as needed
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 NB/Exec Benefits/Advanced Sales areas of discussion
Monthly partnership meetings with National Head of Sales on Regional areas of discussion
Operational Effectiveness
Partners with Market & Area Sales Leaders on day-to-day operations
Attends and participates in all monthly sales management team and recruiting meetings
Leverages the SM/RAM relationship to ensure day-to-day sales responsibilities and deadlines are being met
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
Manages office administrator(s)
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 CSAs 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
Maintenance of Training Documents (in your area of expertise)
Maintenance of Sales Administration Insider Pages (in your area of expertise)
Assists in client adjudication
Handles Schedule A Oversight for experienced RMs

Leadership
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
"I'm proud to be part of an organization that celebrates diversity, promotes inclusion and provides opportunities for everyone to thrive. But we know we can go further. With empowerment and accountability we will become the model for fostering an environment where everyone feels they belong."

Pamela Wheeler
SVP, Chief Diversity & Inclusion Officer

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