NFP, an Aon company · 1 day ago
Client Service Associate
Phoenix, AZ
Full-time
Onsite
Senior Level
5+ years expNFP, an Aon company is seeking a Client Service Associate to assist plan managers in administering various retirement plan designs for clients. The role involves managing day-to-day deliverables, maintaining communication between the team and clients, and ensuring timely and accurate client work.
FinanceConsultingProperty & Casualty InsuranceFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Excellent communication & impeccable organizational skills
Time management
Detail oriented
Analytical thinker
Collaboration skills
High process skills
Willing to do what’s needed to meet a client deliverable
Anticipate what is needed
Not easily frustrated
Servant leadership mentality
Follow-up with Team Members to ensure tasks are being completed with deadlines
Other duties and responsibilities as assigned by leadership
Qualification
Required
Excellent communication & impeccable organizational skills
Time management
Detail oriented
Analytical thinker
Collaboration skills
High process skills
Willing to do what's needed to meet a client deliverable
Anticipate what is needed
Not easily frustrated
Servant leadership mentality
Follow-up with Team Members to ensure tasks are being completed with deadlines
General knowledge of insurance and insurance transactions
Computer and office equipment experience, including word, excel & database entry
Attention to detail and accuracy of work are imperative
Must be dependable and flexible in changing priorities with the ability to handle multiple tasks
Good communications skills with an ability to speak to staff and advisors clearly and concisely
Ability to apply common sense, understanding and able to carry out detailed but uninvolved written or oral instructions
5+ years of experience in life insurance and general business planning
Ideally, the experience should be in servicing and underwriting with strong knowledge individual life insurance procedures
Preferred
General knowledge of estate planning and wealth management a plus
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