Team Support Coordinator Intern - NYC (Lenox) jobs in United States
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Lenox Advisors · 1 day ago

Team Support Coordinator Intern - NYC (Lenox)

Lenox Advisors is a company that combines sophisticated solutions in wealth management and insurance services for high-net-worth individuals. The Team Support Coordinator Intern will assist in client service, data integrity, and contracting processes while gaining hands-on experience in various functions of Client Services.

FinanceBankingConsultingProperty & Casualty InsuranceCrowdfundingFinancial ServicesInsurance
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Culture & Values

Responsibilities

Assist Conservation team in researching and creating tasks for past due premiums
Gain knowledge of Conservation process and impact to client and RM
Gain knowledge of the Licensing process and the impact on the agent’s ability to sell different products
Develop familiarity with Lenox’s CRM, MOSAIC
Support and ensure data accuracy by updating information in MOSAIC
Support initiatives to ensure we have complete and compliant licensing records
Establish and maintain positive working relationships with others
Performs other related duties as assigned

Qualification

Client serviceAttention to detailMicrosoft WordMicrosoft ExcelMicrosoft PowerPointVerbal communicationWritten communicationOrganizational skillsTime managementPositive attitudeTeam playerIntegrity

Required

Excellent verbal and written communication skills
Client service mentality
Attention to detail
Positive attitude and team player
High level of integrity and strict adherence to protecting confidential information
Good organizational and planning skills
Ability to manage time effectively
Ability to effectively utilize Microsoft Word, Excel and PowerPoint

Preferred

Rising senior of a four-year university preferred
Demonstrated leadership experience in college, community, internship, etc

Benefits

Performance-based incentives

Company

Lenox Advisors

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Lenox Advisors is a financial services company offering financial planning, asset management, insurance, and risk management services.

Funding

Current Stage
Growth Stage

Leadership Team

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Gregory Large
Founding Member, President, Chief Operating Officer & Treasurer
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Colleen Tinch
Senior Vice President, Head of Marketing
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Company data provided by crunchbase