NFP
We are an independent insurance broker and consultant. We provide property & casualty insurance, corporate benefits, and A LOT more!
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Putting People First

Healthy workplaces are built with employees who feel comfortable speaking up and expressing their thoughts, questions and concerns.

At NFP, our passion is building strong personal relationships based on trust, transparency and active communication to create the best possible work environment for our employees and deliver the best possible solutions to our clients.

 

A successful workforce drives business results by providing multiple perspectives to problems.

 

At NFP we bring new ideas to the table, listen to each other, promote each other’s ideas and tackle the tough stuff together to innovate and grow across recruitment, retention and culture, celebrating and bolstering individuality throughout our workforce through our Diversity and Inclusion and Women in Leadership panels.

 

“We must fiercely protect our core principles of being personal, genuinely caring for one another, developing one another and celebrating each other’s success.”

— Doug Hammond, Chairman and CEO

 

“Our respect for one another because of – not in spite of – our differences and walks of life is what makes NFP great. It’s the respect that feeds the bold ideas that thrust us forward into a bright and prosperous future.”

— Kim Davis, Chief Diversity & Inclusion Officer 

 

Career Opportunities

VP, Account Management
Summary: The Vice President has local and/or regional responsibility for relationships with multiple clients with medium to high complexity. Manages sales results, maintains strong relationships with key client stakeholders and carriers and is responsible for policy compliance, client satisfaction, and people management functions.Essential Duties and Responsibilities: Maintain ongoing relationships with complex and large clients; Act as the subject matter expert on Property & Casualty and carrier products and services.May supervise a Department or functionPerforms marketing functions for all new and renewal business. Prepares renewal proposals for presentation to client, as well as new business proposals.May visit clients to review insurance programs or new products, or introduce new productsKnowledge, Skills, and/or Abilities: Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.Self-confident to make sound independent decisionsAbility to successfully interact with a variety of people/personalitiesStrong leadership skillsMust be able to read, analyze and reconcile financial reportsPossess technical expertise plus good analytical and problem-solving skillsAbility to handle situations in a calm, courteous and professional mannerEducation and/or Experience: BA/BS preferredMore than 10 years industry and product line experience.Certificates, Licenses, Registration: Property & Casualty Broker's License requiredCPCU or other P&C designation preferred.Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
VP, Account Management
Summary: The Vice President has local and/or regional responsibility for relationships with multiple clients with medium to high complexity. Manages sales results, maintains strong relationships with key client stakeholders and carriers and is responsible for policy compliance, client satisfaction, and people management functions.Essential Duties and Responsibilities: Maintain ongoing relationships with complex and large clients; Act as the subject matter expert on Property & Casualty and carrier products and services.May supervise a Department or functionPerforms marketing functions for all new and renewal business. Prepares renewal proposals for presentation to client, as well as new business proposals.May visit clients to review insurance programs or new products, or introduce new productsKnowledge, Skills, and/or Abilities: Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.Self-confident to make sound independent decisionsAbility to successfully interact with a variety of people/personalitiesStrong leadership skillsMust be able to read, analyze and reconcile financial reportsPossess technical expertise plus good analytical and problem-solving skillsAbility to handle situations in a calm, courteous and professional mannerEducation and/or Experience: BA/BS preferredMore than 10 years industry and product line experience.Certificates, Licenses, Registration: Property & Casualty Broker's License requiredCPCU or other P&C designation preferred.Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
Client Service Associate
Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial success. We have an immediate opportunity in our New York City office for a Client Service Associate who will support the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process.JOB ACCOUNTABILITIES: Pre-Sale and New BusinessAssembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packetsPerforms all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long term care applicationsSchedules medical insurance exams and orders all Attending Physician Statements based on insurance underwriting guidelinesFollows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAICPartners with the New Business Team to manage all new business cases using MOSAIC as the system of record for status/notes/tasks and communicating with RM and client as necessaryParticipates in Relationship Manager/New Business case management callsReviews insurance policies and prepares them for delivery; follows up on delivery requirements when neededEnsures Relationship Manager has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licensesPartners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagersProcesses all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductionsPartners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summariesCoordinates tasks and responsibilities for all joint workClient ServiceProcesses all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changesProvides superior client service by identifying client’s wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the processCoordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship ManagerInteracts on a daily basis with insurance carriers and vendors to ensure proper and timely execution of client service requestsTakes a proactive lead on conserving the Relationship Manager’s existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic casesAbility to follow through on a variety of requests and ability to create resolution on client and/or service related matters.Creates client correspondence as needed according to the Lenox Style GuideBusiness OperationsResponsible for greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client filesManages the Relationship Manager’s calendar, scheduling and confirming client meetings, registering visitors with security, and booking conference roomsEnsures data accuracy by regularly and routinely updating information in MOSAIC and maintaining client files. This includes, but is not limited to, fact find information and notes, case management (individual and MultiLife), task management, and client and policy informationParticipates in occasional training and development sessions as directed by department(s) and Regional ManagerCreates feeder lists as requestedPartners with the Relationship Manager when participating in Lenox marketing campaigns, including MOSAIC list updates as well as updating client email addressesJOB COMPETENCIES: (knowledge, experience, skills & abilities and behaviors/attitudes)Required Knowledge Knowledge of office equipment operations (copier, scanner, printers) and electronic calendaring programs (Microsoft Outlook)Familiarity with business principles and practicesFamiliarity working with Client Database Management systemsKnowledge of Customer Service disciplinesRequired Skills/Abilities Excellent communication skills, both verbal and written (email, written memos, telephone, voicemail, etc.)Ability to interact with clients diplomatically and professionallyStrong attention to detail with the ability to prioritize multiple tasks in a fast paced sales environmentAbility to work independently and also to collaborate with teamsProficient in Microsoft Outlook, Excel, Word and PowerPointOrganizational, planning and critical thinking skillsAbility to multitaskAttention to detail
Client Service Associate
Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial success. We have an immediate opportunity in our New York City office for a Client Service Associate who will support the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes. The Client Services Associate must provide superior client service by identifying the client’s wants and needs, acting on, and/or delegating items and following through to completion while keeping all parties informed throughout the process.JOB ACCOUNTABILITIES: Pre-Sale and New BusinessAssembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, illustrations, policy and product summaries, reports, presentations, and marketing packetsPerforms all insurance underwriting duties, including preparation and completion of multi-life and individual disability, life, and long term care applicationsSchedules medical insurance exams and orders all Attending Physician Statements based on insurance underwriting guidelinesFollows up with the client and Relationship Manager during the underwriting process, keeps notes on the process and conversations in MOSAICPartners with the New Business Team to manage all new business cases using MOSAIC as the system of record for status/notes/tasks and communicating with RM and client as necessaryParticipates in Relationship Manager/New Business case management callsReviews insurance policies and prepares them for delivery; follows up on delivery requirements when neededEnsures Relationship Manager has appropriate Licensing and Appointments and works with internal contracting and licensing contact to obtain and renew licensesPartners with Advanced Sales to obtain and/or generate the appropriate illustrations/one-pagersProcesses all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductionsPartners with Private Wealth Management Team to process individual asset management applications, service requests, and performance summariesCoordinates tasks and responsibilities for all joint workClient ServiceProcesses all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, and dividend option changesProvides superior client service by identifying client’s wants and needs, acting on, and/or delegating items and following through to completion, keeping all parties informed throughout the processCoordinates all collateral assignments, death or disability claims, and fund allocation changes with the assistance of the Relationship ManagerInteracts on a daily basis with insurance carriers and vendors to ensure proper and timely execution of client service requestsTakes a proactive lead on conserving the Relationship Manager’s existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the Relationship Manager informed of problematic casesAbility to follow through on a variety of requests and ability to create resolution on client and/or service related matters.Creates client correspondence as needed according to the Lenox Style GuideBusiness OperationsResponsible for greeting clients, fielding phone calls, reviewing incoming mail, managing office supplies, ordering client gifts, and maintaining client filesManages the Relationship Manager’s calendar, scheduling and confirming client meetings, registering visitors with security, and booking conference roomsEnsures data accuracy by regularly and routinely updating information in MOSAIC and maintaining client files. This includes, but is not limited to, fact find information and notes, case management (individual and MultiLife), task management, and client and policy informationParticipates in occasional training and development sessions as directed by department(s) and Regional ManagerCreates feeder lists as requestedPartners with the Relationship Manager when participating in Lenox marketing campaigns, including MOSAIC list updates as well as updating client email addressesJOB COMPETENCIES: (knowledge, experience, skills & abilities and behaviors/attitudes)Required Knowledge Knowledge of office equipment operations (copier, scanner, printers) and electronic calendaring programs (Microsoft Outlook)Familiarity with business principles and practicesFamiliarity working with Client Database Management systemsKnowledge of Customer Service disciplinesRequired Skills/Abilities Excellent communication skills, both verbal and written (email, written memos, telephone, voicemail, etc.)Ability to interact with clients diplomatically and professionallyStrong attention to detail with the ability to prioritize multiple tasks in a fast paced sales environmentAbility to work independently and also to collaborate with teamsProficient in Microsoft Outlook, Excel, Word and PowerPointOrganizational, planning and critical thinking skillsAbility to multitaskAttention to detail
Junior Finance Associate
Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial success. We have an immediate opportunity in our New York office for a Junior Finance Associate who will provide operational and administrative support to the Finance team andwill assist with daily functions as well as assistance with monthly financial close responsibilitiesWhat you’ll be doing:Uses Quickbooks to prepare monthly billing of producer support charge and receive payments. Runs Aged Receivable reports for review by management.Processes credit card payments via merchant account.Logs all incoming checks for weekly deposit.Generates checks for medical records, licensing, and petty cash.Generates monthly expense reports and tracks / maintains select expense logs for managers.Processes weekly accounts payable to vendors.Makes journal entries into the general ledger system.Reconciles and codes American Express bill for procurement activities.Allocates electronic & remote deposits.Reconciles monthly bank statements.Submits reimbursements for medical records to insurance carriers.Searches for and obtains unclaimed carrier funds.Assists team with preparing documents for audits by parent company.Serves as Intranet Administrator for the department.Performs additional administrative duties including managing the team calendar, conference room scheduling, scanning, filing, end of year archiving, and retrieving/ distributing statements and reports.Works with entire department on completing various projects and achieving departmental goals.REQUIREMENTS:Bachelor’s degree in Accounting. Relevant experience in accounting/bookkeeping and/or solid internship experience preferred. Must be proficient in Word and Excel. Must be highly organized, detail oriented, and possess exceptional follow-through abilities. Experience using QuickBooks is preferred. Experience in financial services / insurance is a plus.
Junior Finance Associate
Lenox Advisors is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial success. We have an immediate opportunity in our New York office for a Junior Finance Associate who will provide operational and administrative support to the Finance team andwill assist with daily functions as well as assistance with monthly financial close responsibilitiesWhat you’ll be doing:Uses Quickbooks to prepare monthly billing of producer support charge and receive payments. Runs Aged Receivable reports for review by management.Processes credit card payments via merchant account.Logs all incoming checks for weekly deposit.Generates checks for medical records, licensing, and petty cash.Generates monthly expense reports and tracks / maintains select expense logs for managers.Processes weekly accounts payable to vendors.Makes journal entries into the general ledger system.Reconciles and codes American Express bill for procurement activities.Allocates electronic & remote deposits.Reconciles monthly bank statements.Submits reimbursements for medical records to insurance carriers.Searches for and obtains unclaimed carrier funds.Assists team with preparing documents for audits by parent company.Serves as Intranet Administrator for the department.Performs additional administrative duties including managing the team calendar, conference room scheduling, scanning, filing, end of year archiving, and retrieving/ distributing statements and reports.Works with entire department on completing various projects and achieving departmental goals.REQUIREMENTS:Bachelor’s degree in Accounting. Relevant experience in accounting/bookkeeping and/or solid internship experience preferred. Must be proficient in Word and Excel. Must be highly organized, detail oriented, and possess exceptional follow-through abilities. Experience using QuickBooks is preferred. Experience in financial services / insurance is a plus.
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