Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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.
Position Overview:
The Client Service Associate role at NFP, an AON Company, is an outstanding chance to join a dynamic team dedicated to excellence in finance and insurance. This position supports life insurance and wealth management activities, offering a meticulous experience for our clients. If you are ambitious, diligent, and passionate about delivering flawless client service, this position is perfect for you!
Essential Duties & Responsibilities
- Prepare materials for client and prospect meetings, including summaries, illustrations, reports, proposals, and presentations.
- Support new business processing for insurance and investment accounts by preparing documentation, monitoring requirements, and updating internal systems.
- Coordinate requirements for insurance underwriting by scheduling medical exams and requesting records.
- Interact
What We’re Looking For
- 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
Education & Experience
- High school diploma or equivalent experience required; some college or college degree preferred.
- 0–3 years of administrative or client service experience.
- Experience in financial services or insurance is advantageous, but not mandatory.
Licenses & Certifications
- Life & Health insurance license preferred, but not required (support available for acquiring licenses, if necessary).
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
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.