Life & Disability Insurance Client Specialist

NFP, an Aon company; Royal Oak (MI); On-site; USD 47,000 - 53,000; Full time

Benefits offered by this job

Salary range: $46,500–$52,500 annually

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP, an Aon company, is seeking a Client Service Associate to deliver high-level service to clients within a life and disability insurance practice. You will support policy service, maintain accurate client and policy records, coordinate communications, and ensure requests are handled accurately from start to finish.

This role welcomes candidates from professional offices, financial services, insurance, accounting, or legal backgrounds who are eager to learn.

Qualifications

• Proficiency in Microsoft Office applications.
• Strong written and verbal communication skills.
• Ability to work independently and make sound decisions.
• Ability to interact with a variety of people.
• Team player and eager to learn.
• Strong analytical and problem-solving abilities.
• Attention to detail.
• May be required to work overtime.

Responsibilities

• Prepare Monthly Birthday List and send Birthday Communications weekly.
• Manage client engagement touchpoints and distribute personalized weekly communications.
• Review and manage Lapse Reports and analyze for timely follow-up.
• Close new policies and finalize increases to ensure accurate internal records.
• Initiate Death and Disability Claims and support processing.
• Prepare annual Term Expiry reports and related communications.
• Maintain and retrieve correspondence from external systems.
• Create and maintain client files and answer client/insurer questions.

Skills

Microsoft Office

Communication skills

Independent decision making

Interpersonal skills

Team player

Analytical skills

Attention to detail

Overtime readiness

Education

High School diploma or equivalent

College degree preferred

Job description

NFP, an Aon company, is seeking a Client Service Associate to deliver high-level service to clients within a life and disability insurance practice. You will support policy service, maintain accurate client and policy records, coordinate communications, and ensure requests are handled accurately from start to finish.

This role welcomes candidates from professional offices, financial services, insurance, accounting, or legal backgrounds who are eager to learn.