Posting Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

The Client Service Associate plays a meaningful role in delivering a high level of service to clients within a specialized life and disability insurance practice. Working closely with a collaborative team, this individual will support clients with policy service needs, maintain accurate client and policy records, coordinate communications, and help ensure requests are handled accurately and efficiently from start to finish. This is an excellent opportunity for an organized, personable professional who enjoys building relationships, solving problems, and providing thoughtful client support. Prior life or disability insurance experience is not required; candidates with experience in professional office, financial services, insurance, accounting, legal, or other client-facing environments who are eager to learn a specialized business are encouraged to apply!

Essential Duties and Responsibilities:

• Prepare Monthly Birthday List and send Birthday Communications weekly

  • Manage client engagement touchpoints, including the preparation of monthly birthday lists and the distribution of personalized weekly birthday communications.

• Review and manage Lapse Reports

  • Monitor and analyze lapse reports to ensure timely follow-up and resolution.

• Close new policies in accordance with established procedures

  • Finalize new and increase policies in accordance with established procedures to ensure internal records are accurate

• Initiate Death and Disability Claims

  • Initiate and support the processing of death and disability claims in accordance with company guidelines.

• Prepare annual Term Expiry reports and manage the communications

  • Generate and manage annual term policy expiration reports, including preparation and distribution of related communications.

• Download Standard’s correspondence using Files Anywhere

  • Retrieve and organize incoming correspondence from external systems (e.g., Files Anywhere) for internal processing.

Additional Responsibilities are Back-Up to the CSR:

• Creates and maintain client files in accordance with office procedures

• Will be first line of answering questions from clients and insurance company personnel

• Take a proactive lead on conserving the existing block of disability and life insurance by notifying clients of overdue insurance premiums

• Process policy service requests: address changes, beneficiary changes, premium mode changes, etc.

• Follow up with carriers to ensure accuracy and completeness

• Ensure data accuracy in company records by routinely updating client and carrier information in our CMS and maintain electronic client files

• Complete policy summaries and annual reviews

• Perform administrative duties including scanning and accurately filing materials in the client files including but not limited to: answering phones, mail distribution

• Verifies that documentation (policies and endorsements) and information requested are accurate

• Perform policy reviews and the process for completing coverage in the CMS

Knowledge, Skills, and/or Abilities:

• Proficiency in Microsoft office applications

• Good written and verbal communication skills

• Self-confidence to make sound independent decisions

• Ability to successfully interact with a variety of people

• Team player, adaptive to mentoring and continual learning

• Possess good analytical and problem-solving skills

• Attention to details

• May be required to work overtime as necessary

Education and/or Experience:

• High School graduate or equivalent, College graduate preferred

• Minimum 1 year of related experience and/or training; or equivalent combination of education and experience.

Certificates, Licenses, Registration:

• Life & Health License to be earned

Physical Demand:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $46,500 – $52,500. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #LI-LL1 #LI-HYBRID 2589637