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.ResponsibilitiesSupport both life insurance and wealth management activities by preparing materials for client and prospect meetings, including summaries, illustrations, reports, proposals, and presentationsAssist with new business processing across insurance and investment accounts by preparing paperwork, tracking requirements, and updating internal systemsCoordinate requirements for insurance underwriting such as scheduling medical exams and requesting recordsCommunicate with clients and agents to provide updates, gather information, and support follow-through for both insurance and wealth management itemsReview issued policies and investment documents, assist with delivery, and help track outstanding requirements or paymentsSupport ongoing client service by helping monitor policy and account status, including overdue items or service needs, and escalating issues as neededProcess 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 requestsFollow up with insurance carriers, custodians, and vendors to confirm service requests are completed accuratelyMaintain accurate and compliant client records and electronic files for both insurance and wealth management relationshipsPerform general administrative tasks including phone support, mail handling, filing, and correspondenceAssist with licensing coordination when necessaryParticipate in training and development sessions throughout the yearSupport additional projects and tasks as neededSkillsHigh school diplomaStrong written and verbal professional communication skillsStrong organizational skills and attention to detailWillingness to learn about products, services and our associated processesAbility to manage multiple tasks and deadlines with guidance and supportComfort using technology and learning new systems (CRM tools, carrier websites, Microsoft Office)Reliable work ethic and commitment to providing excellent client service0–3 years of administrative or client service experienceSome college or college degreeLife & Health insurance licenseBenefitsPTO & paid holidays401(k) with matchExclusive discount programsHealth & wellness programsCompany OverviewNFP, 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 SponsorshipNFP, 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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