Client Service Associate I

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

Company H1B Sponsorship