Client Services Associate — Path to Account Manager

Aon; Westlake Village (CA); Presencial; USD 55.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Descripción de la vacante

NFP, an Aon company, is seeking a detail-oriented professional to support Account Managers in day-to-day client service activities in Westlake Village, CA. The role focuses on learning policy administration, renewals, and workflows while building client relationships and coordinating with Shared Services.

The position requires an Associate’s degree or equivalent, up to 3 years of experience, and a Property & Casualty license.

Formación

• Associate’s degree or equivalent required; BA/BS or equivalent experience preferred.
• 0-3 years of relevant client service and/or insurance industry experience.
• Property & Casualty license required

Responsabilidades

• Supports Account Managers in day-to-day client service activities and learns client needs, policy administration, renewal processes and service workflows.
• Assists in preparing and coordinating client materials with Shared Services to complete transactional work.
• Reviews work for accuracy and client readiness before delivery; escalates issues to Account Managers as needed.
• Maintains client documentation in line with internal standards and systems.
• Participates in client and internal meetings to understand account management and client servicing.
• Gains basic understanding of triage frameworks for complexity/urgency and Shared Services delivery model.
• Builds foundational knowledge of relationships with clients and carriers.
• Completes training aligned to progression into an Account Manager role

Conocimientos

Organizational skills

Communication skills

Multitasking

Learning mindset

Team collaboration

Analytical thinking

MS Office proficiency

Financial reporting literacy

Educación

Associate’s degree or equivalent

BA/BS or equivalent experience preferred

Herramientas

Microsoft Office

Descripción del empleo

NFP, an Aon company, is seeking a detail-oriented professional to support Account Managers in day-to-day client service activities in Westlake Village, CA. The role focuses on learning policy administration, renewals, and workflows while building client relationships and coordinating with Shared Services.

The position requires an Associate’s degree or equivalent, up to 3 years of experience, and a Property & Casualty license.