Client Service Associate
2 days ago
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and 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.
Key Responsibilities- Ensure day-to-day data integrity for client accounts
- Provide support to advisory staff on client data-related issues
- Perform administrative duties including data consistency, fielding phone calls, reviewing incoming mail, filing, and greeting clients
- Conduct daily transaction uploads/downloads for all systems
- Process new account openings in the system for new or existing clients
- Resolve any data maintenance/client account issues as needed
- Process all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, dividend option changes and fund allocation changes
- Provide the advisor with materials for upcoming meetings
- Maintain the firm's file sharing/document storage website to keep clients' files up-to-date
- Print, package, stamp, and ship client materials and checks
- Assist with special projects as required
- Continuously exhibits personal integrity and professional initiative
- Reliable, follows through on commitments, does not shrink from new challenges
- Proficiency in Microsoft Office
- Must be organized, detail-oriented and able to manage and prioritize tasks
- Demonstrates a commitment to accuracy by delivering high quality work
- Excellent written and verbal communication
- Collaborative and able to work effectively with others
- Flexible team player who is highly adaptable to change and open to new ideas
- Demonstrated ability to work successfully in an entrepreneurial, small company environment
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.
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