NFP, an Aon company · 2 weeks ago
(Future Opportunity) (Hybrid) Client Service Associate
Royal Oak, MI
Full-time
Hybrid
Entry Level
$53K/yr - $65K/yr
1+ years expNFP, an Aon company, is a recognized leader in Business Insurance, dedicated to providing custom solutions for significant risk and wealth management challenges. The Client Service Associate role involves supporting agents with client service, new sales, and meeting preparations, ensuring exceptional service delivery to clients.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
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
Qualification
Required
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
Preferred
College Degree
Life and Health (preferred, not required)
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
H1B Sponsorship
NFP, an Aon company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase