Client Service Associate

NFP Corp; Royal Oak (MI); On-site; USD 47,000 - 61,000; Full time

Benefits offered by this job

401(k) with match

Health & wellness programs

Paid holidays

Job summary

NFP, an Aon company, seeks a Client Service Associate to support life insurance and wealth management activities, delivering meticulous client service. You will prepare materials, coordinate underwriting, and maintain records while collaborating with clients, agents, and carriers.

The role emphasizes accuracy, organization, and willingness to learn processes and technology tools to support ongoing service and new business processing.

Qualifications

• High school diploma or equivalent required.
• 0–3 years of administrative or client service experience.
• Experience in financial services or insurance is advantageous but not mandatory.

Responsibilities

• Prepare materials for client and prospect meetings (summaries, illustrations, reports, proposals, presentations).
• Support new business processing for insurance and investment accounts; prepare documentation and monitor requirements.
• Coordinate underwriting requirements by scheduling medical exams and requesting records.
• Interact with clients and agents to share updates and assist with follow-through for insurance and wealth management items.
• Review issued policies and investment documents; support delivery and monitor outstanding requirements or payments.
• Maintain accurate and compliant client records and electronic files for insurance and wealth management relationships.
• Perform general administrative tasks including phone support, mail handling, filing, and correspondence.

Skills

Communication

Organization

Multitasking

CRM proficiency

Education

HS diploma or equivalent

Some college preferred

Tools

Microsoft Office

CRM tools

Job description

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 with clients and agents to share updates, collect information, and assist with follow-through for both insurance and wealth management items.
• Review issued policies and investment documents, support delivery, and help monitor outstanding requirements or payments.
• Support ongoing client service by monitoring policy and account status, including overdue items or service needs, and advancing issues as needed.
• Handle routine service requests related to both insurance policies and investment accounts, including address, beneficiary, ownership, and allocation modifications.
• 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.
• Keep accurate and compliant client records and electronic files related to 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.

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 manage multiple tasks and deadlines with mentorship and support.
• Comfort using technology and learning new systems (CRM tools, carrier websites, Microsoft Office).
• Reliable work ethic and dedication to providing excellent client service.

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 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 – $60,500. 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.