(Hybrid) Sales Team Coordinator

NFP•New York, NY

1d•Hybrid

About The Position

Lenox Advisors, a subsidiary of NFP and an Aon company, is seeking a Sales Team Coordinator responsible for all Sales Administrative and operational activities in NY & Baltimore. This role involves managing the on-boarding, off-boarding, training, and coordination of Relationship Managers. The position requires strong organizational skills, proficiency in Microsoft Office and specific systems like MOSAIC, and the ability to support sales managers and operational effectiveness within the sales team.

Requirements

Can define and explain Lenox’s infrastructure (i.e. Lenox, NFP, FAF, MassMutual, MMLIS, LWA, LBIS)
Has knowledge of the products/services Lenox offers its clients
Microsoft office skills (Outlook, Word, Excel and PowerPoint)
Calendar Management in outlook
MOSAIC power user
Insurance product knowledge (life, disability and long term care)
Concur
Presents an appropriate professional appearance and demeanor
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
High attention to detail
Dedicated to exceeding internal and external client expectations
Handles stressful situations with calm and poise
Keeps others informed on the status of assigned work
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

Nice To Haves

Bachelor’s Degree Preferred
Client Service Associate

Responsibilities

Lead the logistics and coordination of all sales events, including Relationship Manager Happy Hours, "Live Under 5," Lunch & Learns, and dinners.
Support and assist with all technology initiatives, projects, and system conversions.
Partner with Sales Operations to coordinate RM training sessions and related activities.
Provide support to visiting Sales Leadership and Relationship Managers as needed.
Serve as a backup for CT recruiting and onboarding activities.
Maintain ownership of key calendar reminders, including commission deadlines, holidays, office closures, and timesheet submission deadlines.
Perform other duties and participate in special projects as assigned.
Support Sales Managers during the pre-offer process by entering new recruits into MOSAIC, conducting research using LinkedIn, ZoomInfo, and Google, and coordinating outreach, meetings, and interviews.
Reserve conference rooms, prepare recruiting packages for first interviews, and coordinate scheduling of meetings and candidate interviews.
Greet and welcome all recruits, manage meeting confirmations, create recruit meeting agendas, and track recruiting progress, maintaining candidate records throughout the process.
Serve as a liaison with the Regional Administrative Manager and Regional Support Specialist during the post-offer phase to ensure a seamless transition for new hires.
Provide operational and administrative support to Sales Managers, including complex calendaring, travel coordination, meeting logistics, and expense reporting (Concur).
Maintain and coordinate the Sales Market Leader calendar, ensuring key dates and events are tracked and communicated.
Assist the Sales Manager with sending relevant notifications to Relationship Managers, based on unit needs.
Support sales-related initiatives by assisting the Regional Administrative Manager in tracking budgets, sponsorships, wholesaler activity, and generating reports and light data entry to enhance leadership visibility.
Serve as a workflow and systems champion for platforms such as MOSAIC, supporting process optimization and user enablement.
Support system adoption efforts through documentation, troubleshooting, and change readiness initiatives to promote data accuracy.
Serve as a member of the data feed team responsible for implementing and maintaining carrier data feeds.
Act as a liaison between Sales, IT, Compliance, and other internal partners to facilitate technology-related workflows.
Schedule and coordinate regional training classes and Lunch & Learns, including reserving rooms, ordering meals, and preparing training materials.
Conduct general training sessions for MOSAIC, Compass, the Intranet, computer systems, and general office procedures.
Partner with Sales Operations for RM training alignment and ongoing coordination.
Ensure operational processes are followed consistently, identifying risks for escalation and contributing to procedural improvements.
Participate in ad-hoc Sales Administrative projects and technology initiatives or system conversions.