NFP, an Aon company, is a recognized leader in Business Insurance, offering consultative solutions to clients globally. They are seeking a Client Service Associate to support life insurance and wealth management teams by assisting with client service and new business activities, ensuring clients receive accurate and timely support.
Responsibilities
- Support both life insurance and wealth management activities by preparing materials for client and prospect meetings, including summaries, illustrations, reports, proposals, and presentations
- Assist with new business processing across insurance and investment accounts by preparing paperwork, tracking requirements, and updating internal systems
- Coordinate requirements for insurance underwriting such as scheduling medical exams and requesting records
- Communicate with clients and agents to provide updates, gather information, and support follow-through for both insurance and wealth management items
- Review issued policies and investment documents, assist with delivery, and help track outstanding requirements or payments
- Support ongoing client service by helping monitor policy and account status, including overdue items or service needs, and escalating issues as needed
- Process routine service requests for both insurance policies and investment accounts (e.g., address, beneficiary, ownership, and allocation changes)
- Assist with basic updates such as reinstatements, account or coverage changes, and other maintenance requests
- Follow up with insurance carriers, custodians, and vendors to confirm service requests are completed accurately
- Maintain accurate and compliant client records and electronic files for both insurance and wealth management relationships
- Perform general administrative tasks including phone support, mail handling, filing, and correspondence
- Assist with licensing coordination when necessary
- Participate in training and development sessions throughout the year
- Support additional projects and tasks as needed
Skills
- High school diploma
- Strong written and verbal professional communication skills
- Strong organizational skills and attention to detail
- Willingness to learn about products, services and our associated processes
- Ability to manage multiple tasks and deadlines with guidance and support
- Comfort using technology and learning new systems (CRM tools, carrier websites, Microsoft Office)
- Reliable work ethic and commitment to providing excellent client service
- 0–3 years of administrative or client service experience
- Some college or college degree
- Life & Health insurance license
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Company Overview
- NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. It was founded in 1999, and is headquartered in New York, New York, USA, with a workforce of 5001-10000 employees. Its website is http://www.nfp.com.
Company H1B Sponsorship
- NFP, an Aon company has a track record of offering H1B sponsorships, with 7 in 2025, 2 in 2024, 4 in 2023, 10 in 2022, 3 in 2021, 1 in 2020. Please note that this does not guarantee sponsorship for this specific role.