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Lenox Advisors · 2 days ago

Account Executive- Executive Benefits

New York, NY

Full-time

Hybrid

Senior Level, Lead/Staff

$77K/yr - $115K/yr

8+ years exp

Lenox Advisors is a wealth management and insurance services firm focused on high-net-worth individuals and their families. The Account Executive in the Executive Benefits division is responsible for managing client relationships and ensuring smooth implementation of services while collaborating with various stakeholders to drive business growth.

BankingConsultingCrowdfundingFinancial ServicesInsurance

Culture & Values

Hiring Manager

Andrea Varela

Responsibilities

Cultivate and strengthen relationships with corporate clients, serving as their primary point of contact throughout and after the enrollment process

Partner with insurance carriers across all phases of implementation to ensure timely, accurate, and high-quality deliverables

Identify opportunities to expand business with existing clients and actively supports new prospect efforts as needed

Work directly with corporate clients to gather data and information required to prepare for enrollments

Participate in Kick-Off and Progress meetings for assigned cases, ensuring alignment and smooth execution

Support all departmental processes involving CRM workflows, modeling best practices and collaborating with Operations Management as a department co-champion

Provide case support and responsive guidance to Relationship Managers and Client Service Associates

Build strong internal partnerships across Relationship Managers, Client Service Associates, and cross-functional teams

Represent Lenox professionally in all interactions with carrier and vendor partners, fostering collaborative and productive relationships

Collaborate with department leadership on strategic initiatives that drive growth and operational excellence

Contribute to special projects and offers recommendations to enhance workflows and overall efficiency