Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. 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.
Summary: The Client Admin Associate is responsible for assisting the Benefits and Life Team with all aspects of administrative support and client service
Essential Duties and Responsibilities:
- Creates and maintain client files in accordance with office procedures
- Will be first line of answering questions from clients and insurance company personnel
- Take a proactive lead on conserving the existing block of disability and life insurance by notifying clients of overdue insurance premiums
- Process policy service requests: address changes, beneficiary changes, premium mode changes, etc. Follow up with carriers to ensure accuracy and completeness
- Ensure data accuracy in company records by routinely updating client and carrier information in our CMS and maintain electronic client files
- Complete policy summaries and annual reviews
- Perform administrative duties including scanning and accurately filing materials in the client files
- Answer phones
- Mail collection and distribution
- Learns to compile data for the Team to use in quotes and may also assist in preparing quotes
- Verifies that documentation (policies and endorsements) and information requested are accurate
- Learns to perform policy reviews and the process for completing coverage in the CMS
- Assist the team with special projects
Knowledge, Skills, and/or Abilities:
- Proficient in Microsoft office applications
- Good written and verbal communication skills
- Self-confident to make sound independent decisions
- Ability to successfully interact with a variety of people
- Team player, adaptive to mentoring and continual learning
- Possess good analytical and problem-solving skills
- Attention to details
- May be required to work overtime as necessary
Education and/or Experience:
- High School graduate or equivalent, College graduate preferred
- Minimum 1 year of related experience and/or training; or equivalent combination of education and experience.
Certificates, Licenses, Registration:
- Life and Health license will be required during the first year
What We Offer
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
