Client Services Associate — Insurance & Wealth

Aon plc; 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

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.