Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary: The Client Service Associate plays a vital role in supporting the wealth transfer life insurance team by executing tasks and initiatives that facilitate efficient policy and client service operations. This position requires strong coordination and communication skills, as the associate will interact with multiple insurance carriers, utilize various systems, and maintain direct contact with carrier representatives to manage and resolve client-related changes. The ideal candidate is detail-oriented, organized, and capable of navigating complex administrative processes to ensure high-quality client service delivery.
Essential Duties and Responsibilities:
- Processes all insurance policy service requests, including address, beneficiary/ownership changes, and premium mode changes.
- Provides superior client service by identifying client’s wants and needs, acting on, and following through to completion, keeping all parties informed throughout the process
- Interacts daily with insurance carriers and vendors to ensure proper and timely execution of client service requests
- Takes a proactive lead on conserving the existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the agent informed of problematic cases
- Prepare 1-page summaries of current coverage for client review meetings and order in-force illustrations
- Ability to follow through on a variety of requests and ability to create resolution on client and/or service-related matters.
- Responsible for fielding phone calls, reviewing & scanning incoming mail, and maintaining client files
- Ensures data accuracy by regularly and routinely updating information in Salesforce and maintaining client files.
Knowledge, Skills, and/or Abilities:
- Knowledge of office equipment operations (copier, scanner, printers) and electronic calendaring programs (Microsoft Outlook)
- Familiarity with business principles and practices
- Familiarity working with Client Database Management systems
- Knowledge of Customer Service disciplines
- Excellent communication skills, both verbal and written (email, written memos, telephone, voicemail, etc.)
- Ability to interact with clients diplomatically and professionally
- Strong attention to detail with the ability to prioritize multiple tasks
- Ability to work independently and also to collaborate with teams
- Proficient in Microsoft Outlook, Excel, Word and PowerPoint
- Organizational, planning and critical thinking skills
- Ability to multitask
- Attention to detail
Education and/or Experience:
- Bachelors or related preferred
- 1-3 Years of Customer Service Experience
- 3-5 Years of Industry Experience Preferred
Certificates, Licenses, Registration:
- None Required
What We Offer:
We're 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. The base salary range for this position is $57,000 to $77,000. 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 You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.