NFP, an Aon company, is a recognized leader in Business Insurance and is seeking a Client Service Associate to support agents with new sales and client service. The role involves preparing documents for sales meetings, managing client information, and ensuring exceptional service delivery to clients.
Responsibilities
- Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, product specific sales illustrations, policy and product summaries, reports, presentations, and marketing packets for both life insurance and investments
- Performs all life insurance underwriting duties including preparing, completing, and sending individual and multi-life disability, long-term care, and life insurance applications for signature; tracks all data in client data management system
- Schedules medical insurance exams and orders all Attending Physician Statements (APS/Medical Records) based on insurance underwriting guidelines of carriers
- Follows up with the client and agents(s) during the underwriting process, keeps notes on the process and conversations in client data management system to ensure all parties are informed of status
- Reviews insurance policies and prepares them for client delivery; follows up with clients on delivery requirements and payment processing when needed
- Takes a proactive lead on conserving the agents 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. Working with clients with the guidance of the agent to provide clients with policy funding options
- Processes all insurance policy service requests, including address changes, beneficiary/ownership changes, premium mode changes, dividend option changes and fund allocation changes
- Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions
- Follows up with insurance carriers and vendors to ensure proper execution of client service requests are completed in a timely fashion. For example, a change of beneficiary form submitted to carrier – needs to be followed through from submission until the updated beneficiary is reflected on the carriers systems and communicated to the client that the change has been completed
- Ensures data accuracy in company records by regularly and routinely updating client and carrier/vendor information in client data management system and maintaining electronic client files according to company compliance procedures
- Performs administrative duties including data consistency, fielding phone calls, reviewing incoming mail, filing and greeting clients
- Organizes all carrier and state licenses and appointments for agents with the in-house licensing coordinator
- Processes individual asset management applications, service requests, performance summaries and reviews
- Participates in occasional product-related training and best practices development sessions as directed by the agents and/or manager
- Performs other duties as assigned
Skills
- Strong oral and written professional communication skills
- Insurance product knowledge (life, disability and long term care). Understanding the products' features to be able to service clients
- Client Resource Management program knowledge such as entering new clients, keeping client data updated, policy record creation, task management, work space management, calendar management
- Carrier Websites – run reports, retrieve applications and form, process available change requests, etc
- Service Knowledge – to assist clients with changes to policies
- Underwriting knowledge
- Retention skills
- Well organized with the ability to handle several projects/clients simultaneously
- Proficiency with MS Office products, including Outlook, Word, Excel, PowerPoint, and Dynamics
- Dedicated work ethic with a commitment to client service excellence
- High School Diploma Required
- 1-3 years client service experience, preferably within financial services
- Previous experience processing insurance applications and providing a high level of client service
- College Degree
- Life and Health (preferred, not required)
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.
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