Client Service Associate I
NFP, an Aon company, is a recognized leader in Business Insurance, providing consultative solutions to address significant risks. The Client Service Associate (CSA) supports life insurance and wealth management teams by assisting with client service, preparing documentation, and ensuring clients receive 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
- 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
- High school diploma required
- 0–3 years of administrative or client service experience
- Some college or college degree
- Experience in financial services or insurance is a plus, but not required
- Life & Health insurance license preferred, but not required (support available for obtaining licenses, if needed)
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Company Overview
Company H1B Sponsorship