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 & Overall Purpose:

The combined role of Office Coordinator and Client Service Associate (CSA) involves supporting the Relationship Manager by coordinating activities related to new policies and client services, preparing documents for sales meetings, performing insurance underwriting duties, scheduling medical exams, and managing new business cases. The role also includes handling policy changes, processing service requests, and ensuring superior client service by addressing client needs and keeping all parties informed. Additionally, the position involves managing the reception area, handling office management tasks, coordinating guest visits, organizing agency functions, and providing clerical support. Ideal candidates should have experience in a professional office setting, strong attention to detail, effective communication skills, and proficiency with Microsoft Office Suite. This position is perfect for someone eager to learn and contribute to a dynamic environment.