Account Executive- Executive

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, an Aon company, 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.

The Account Executive plays a pivotal role in our Executive Benefits division, guiding clients through a seamless implementation experience while delivering best-in-class service. In this position, you'll be at the center of client relationships, collaborating with Account Management, insurance carriers, and Relationship Managers to ensure every enrollment is executed with precision. Success in this role requires strong executive presence, the ability to communicate confidently with senior leaders, and the professionalism to represent our firm at the highest level.

If you thrive on building strong partnerships, solving complex challenges, and driving meaningful impact for corporate clients, this role puts you right where you can shine.

This role can be remote; however, candidates within a commutable distance to New York City will be expected to follow a hybrid in office schedule.

• 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.

• BA/BS preferred.
• Strong executive presence with the ability to communicate confidently and effectively with senior leaders and corporate stakeholders.
• Typically 8+ years of industry and product-line experience.>
• 4-5 years of health and welfare consulting experience recommended.

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our People First 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. The base salary range for this position is $77,000.00 – $.

The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and Lenox Advisors is an inclusive Equal Employment Opportunity employer.