Account Executive, Corporate Executive Benefits (Disability, Long term Care, Group Life)

    • New York, NY


Lenox Advisors, a wholly owned subsidiary of NFP, is a full-service, multi-faceted financial services firm. Our clients hire us for our commitment to help them achieve long-term financial success.

Responsible for account management and day-to-day interaction with corporate clients: maintaining assigned accounts, acquiring needed materials for enrollments, providing client service and building customer relationships. Participate in census and upload work required for enrollment implementations: excel work, research eligibility, perform benefit calculations, and prep information for upload and/or distribution to enrollment teams. Also works with carriers to provide necessary data, confirm data accuracy and ensure their materials and website are ready for enrollment activity.


  • Acts as the main contact for corporate clients during and after the enrollment process
  • Works with corporate clients to secure the data and information necessary to prepare for enrollments.
  • Oversees enrollment implementation activities to ensure all census work, uploads and enrollment communications are completed on a timely basis.
  • Handles ongoing client service and case administration issues including new hires, terminations, list billing issues, responding to miscellaneous questions and inquiries, etc.
  • Initiates the annual re-enrollment process, coordinating timing with the corporate client and the ML sales person on the account.
  • Builds client relationships throughout the year with follow up calls, meetings and lunches.
  • Census work and uploads as needed
  • Can assist in analyzing and preparing census data for enrollments including eligibility analysis, benefit analysis, alerts, RM assignments, and licensing/splits analysis.
  • Works with carriers on all phases of enrollment implementations: supplies carriers with required census data, confirms accuracy of eligible population and benefit calculations, and coordinates and QCs enrollment material deliverables from carrier (ie one pagers and apps).
  • Creates point of sale materials for each enrollment
  • Provides support to RMs & assistants as needed via our weekly team meetings and on case-related issues throughout enrollments.
  • Works on special tasks and/or projects as assigned and contributes ideas for improvements in departmental processes, procedures and workflow efficiency.

  • Requires Microsoft Excel, Work and Outlook knowledge and skills
  • Effective communicator with peers, management and vendors
  • Develops and maintains positive working relationships
  • Demonstrates subject matter expertise
  • Understands and provides excellent client service
  • Listens, anticipates, understands and responds to client needs.
  • Effective leadership and people skills
  • Well-planned, organized and good time management skills
  • Identifies and anticipates problems, develops and executes solutions
  • Extremely detail-oriented
  • Recognizes and learns from mistakes
  • Extremely customer service oriented
  • Analytical
  • Ethical, dependable, authentic and trustworthy
  • Accepts personal accountability
  • Team player
  • Decision Maker
  • Dependable
  • Has a positive attitude
  • Self-manager and self-motivator

Preferred Qualifications:
  • Knowledge of the DI, LTC and GVUL products, features and benefit calculations
  • Knowledge of product administration
  • Multi-life implementation and enrollment process
  • Multi-life case design, underwriting and offer process

Keywords: data analyst, benefit analyst, disability insurance

NFP is a leading insurance broker and consultant providing clients with customized employee benefits, property & casualty, and retirement planning through a network of subsidiaries and affiliates.

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