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Administrative Manager, Insurance

Company: National Financial Partners Corp.
Location: Las Vegas
Posted on: June 13, 2021

Job Description:

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.

What you'll be doing:

The role of the Regional Administrative Manager is to support the efforts of the Regional Sales Manager and by extension, the Regional Relationship Managers-Financial Advisor/Producers (RM) and staff. The Regional Administrative Manager provides assistance for all aspects of the regional office including, but not limited to recruiting, Client Service Admin. (CSA) oversite, RM and CSA support & training and all functions/events related to the regional Life and Disability Insurance office. Ideally, someone who understands life and/or disability insurance would be instrumental.

The focus of this role is helping the new and existing RMs and CSAs with the insurance new business processes and helping them with the associated required computer systems. That along with training and staff onboarding incorporates the primary duties and experience required. The office management/operational duties of the role are important but are a smaller scope of day-to-day activities.

This position is open to a partial remote/work from home candidate though you must be able to work on the PST time schedule.

  • Operational Effectiveness
  • Acts as the marketing liaison for the office including maintaining appropriate marketing materials, pitch kits, and being the Brand Ambassador
  • Acts as the technology liaison for all technology implementations and issues
  • Acts as the finance liaison on all regional office invoices
  • Provides compliance oversight through mail review, ensuring the clean desk policy is enforced, and ensuring all compliance initiatives are adhered to in the region
  • Partners with Human Resources on any staff or RM office conflicts
  • Support the Regional Sales Manager on expense monitoring, real estate planning, and facilities management
  • Responsible for office management vendor relationships (i.e. building management, kitchen supplies, Pitney Bowes, etc)
  • Manages office administrator
  • Manages the regional CSAs
  • Coordinates all regional events
  • Assists with the coordination of internal and external audits and inquiries
  • Training and Development
  • Coordinates RM and CSA on-boarding training and ongoing training including logistics (Zoom/Teams calls)
  • Responsible for initial RM and CSA onboarding training specific to items such as MOSAIC, Fieldnet, illustrations and new business processes
  • Supports the Regional Sales Managers in the coordination of training strategies
  • Provides guidance to relationship managers on their CSA's workload management and best practices for an effective relationship between the RM and CSA
  • Serves as the MOSAIC Champion for the region
  • Acts as a go-to resource for RMs and CSAs for day to day questions regarding best practices and Lenox processes and directs them to the correct contact when appropriate
  • Staffing, On-Boarding and Off-Boarding
  • Supports Regional Sales Managers with all staffing strategies and administrative activities
  • Conducts the first interview for potential CSAs
  • Responsible for the coordination of all Relationship Managers and Client Service Associates onboarding activities in the region
  • Responsible for the coordination of all relationship manager and CSA off-boarding activities in the region
  • Partners with Human Resources and IT in the coordination of the CSA on-boarding and off-boarding in the region
  • Education/Experience/License Requirements
  • The successful candidate will have a bachelor's degree and experience in the Financial Services/Insurance industry
  • Insurance product knowledge in life, disability and long-term care is highly preferred
  • 3-5 years of related office management, project management, staff management and training experience required
  • The ability to interact with clients diplomatically and professionally is a must
  • Excellent verbal and written communication skills are essential
  • The candidate must have the ability to work independently and multi-task while paying attention to detail as well as be highly organized and able to prioritize in a fast-paced environment
  • Must be proficient in Microsoft Office programs as well as experience utilizing a Client Relationship Management (CRM) system
  • Life and Health License preferred
  • Notary License preferred
  • For remote capabilities, you must have reliable and secure home internet access and a designated and uninterrupted workspace to handle timely and confidential client and staff documentation and calls.

What We Offer

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better. Together.

NFP is an inclusive Equal Employment Opportunity employer.

Keywords: National Financial Partners Corp., Las Vegas , Administrative Manager, Insurance, Other , Las Vegas, Nevada

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