Client Service Associate, Executive Benefits Account Management

Aon plc; New York (NY); Híbrido; USD 62.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

PTO & paid holidays

401(k) with match

Discount programs

Health & wellness programs

PeopleFirst culture

Descripción de la vacante

NFP, an Aon company, is seeking an Account Management professional to manage relationships with corporate clients and coordinate cross-functional operations. Hybrid work arrangements are available from our New York City office or fully remote within the United States.

Typical schedule is Monday–Friday, 8:30 a.m. to 5:30 p.m. ET. The base salary range for this role is $61,500–$80,000, with potential performance-based incentives. Strong communication and collaborative skills are essential.

Formación

• Bachelor’s Degree preferred; Life and Health Insurance License required.
• LTC certification within three months of hire.
• 5–10 years of experience in client service, account management, insurance, or employee benefits.
• Executive benefits, individual disability insurance, and/or enrollment program experience preferred.

Responsabilidades

• Interact daily with Benefit/Human Resource contacts at corporate clients and top law firms for administration and client service support.
• Coordinate annual enrollment and communication campaigns to executives of our corporate clients.
• Analyze census data to determine eligible executive populations for enrollment campaigns.
• Handle inquiries from eligible executives about disability insurance offered in enrollments.
• Team with IT to develop reports for corporate clients.

Conocimientos

Attention to detail

Organizational skills

Written and verbal communication

Microsoft Excel

Team collaboration

Client relationship management

Educación

Bachelor’s Degree

Life and Health Insurance License

LTC certification

Herramientas

Microsoft Office

CRM systems

Descripción del empleo

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.

Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to forming powerful bonds with our clients and plan participants — connecting them to the benefits they need and the service they deserve.

Position Summary:

The Account Management position is an integral part of a ten-person team. The role is central within the organization and is responsible for managing relationships with corporate clients and overseeing internal operations among different functional groups. The individual in this position will participate in company-wide projects that involve collaboration across departments. This is an excellent opportunity for someone seeking to contribute meaningfully to a growing business and gain valuable experience. Success in this role requires a proactive and results-driven mindset, strong interpersonal and communication skills, and the ability to collaborate effectively across teams. Intellectual curiosity, adaptability in a dynamic environment, and professional integrity are also essential qualities.

Schedule:

This full-time, exempt position follows a standard schedule of Monday through Friday, 8:30 a.m. to 5:30 p.m. Eastern Time. The role is open to a hybrid arrangement from our New York City office or a fully remote arrangement within the United States.

Hybrid employees may work onsite up to three days per week during the first three months for training, with ongoing attendance based on business needs thereafter. Remote employees must maintain the established Eastern Time schedule, along with a private, confidential workspace and reliable high-speed internet.

Position Responsibilities:

Essential Functions:

• Interact daily with Benefit / Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits.
• Coordinate annual enrollment and communication campaigns to executives of our corporate clients.
• Analyze census data from our corporate clients and determine eligible executive populations for enrollment campaigns.
• Handle inquiries from eligible executives about the disability insurance being offered through our enrollments.
• Team with our IT Group to develop reports for our corporate clients.

Qualifications:

The ideal candidate will demonstrate:

• Strong attention to detail with a high level of accountability and ownership.
• Excellent organizational and time-management skills, with the ability to prioritize multiple responsibilities and meet deadlines.
• Strong written and verbal communication skills, including the ability to communicate professionally with clients, HR and Benefits contacts, executives, plan participants, and internal partners.
• Resourcefulness and sound judgment, including knowing when to engage others to resolve questions or issues.
• Ability to work effectively both independently and as part of a collaborative, fast-paced team.
• Proficiency in Microsoft Office, with particular comfort reviewing and working with data in Excel.
• A professional, client-focused approach and the ability to adapt to changing priorities.

Education/Experience:

• High School Diploma or GED required; Bachelor’s Degree preferred.
• Life and Health Insurance License required.
• Able to obtain Long-Term Care (LTC) certification within three months of hire.
• 5-10 years of relevant experience in client service, account management, insurance, or employee benefits required.
• Executive benefits, individual disability insurance, and/or enrollment program experience preferred.

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 $61,500 - $80,000. 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 and Covala Group is an inclusive Equal Employment Opportunity employer.

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