Team Support Coordinator, Client Services

Role Overview

• Assist the Client Services leadership team by drafting and distributing relevant notifications and updates to Client Service Associates (CSAs).
• Coordinate and schedule team meetings; own the lifecycle of the meeting by preparing agendas, taking attendance and recording minutes for distribution.
• Help manage and prioritize incoming team inquiries and requests to ensure timely, high-quality responses.
• Assist in the creation and tracking of conservation tasks to support client retention efforts.
• Manage the end-to-end logistics for Client Service onboarding and off-boarding tasks to ensure a seamless experience.
• Handle the creation and assignment of all technical development tasks for new CSAs.
• Facilitate the first-day setup for new hires, ensuring all systems, hardware, and workspace requirements are met.
• Create and maintain the new hire training calendar; schedule all internal subject matter expert (SME) meetings.
• Lead training for core systems including MOSAIC, Compass, and the Intranet.
• Provide new hires with comprehensive overviews of Company History, Computer Systems, General Office Operations, and Marketing resources.
• Serve as the internal Subject Matter Expert for MOSAIC and core platforms; provide hands-on guidance and troubleshooting for the CSA team.
• Execute protocols for Duplicate Resolution and Data Consistency within MOSAIC; partner with the Data Feed team to ensure carrier data accuracy.
• Analyze and distribute reports from the Service-to-Sales dashboard, identifying key opportunities for CSAs to drive growth for their Relationship Managers.
• Support the Client Service Manager in the client transition process during staffing changes to maintain service continuity.
• Proactively audit and refine internal documentation and workflows to eliminate friction and improve overall team efficiency.
• Serve as an extension to the Conservation team to print and mail correspondence to clients.

Requirements

• College Degree Preferred (not required)
• Can effectively navigate within Lenox, MassMutual, NFP for support/resources
• Has knowledge of the products/services Lenox offers its clients
• Microsoft office skills (Outlook, Word, Excel and PowerPoint)
• Calendar Management in outlook
• Insurance product knowledge (life, disability and long term care)

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs