Client Service Associate

NFP Corp • Markham, ON

41d • Hybrid

About The Position

NFP’s Individual Solutions Division includes the key services of life insurance including, life insurance, living benefits, long term care coverage and individual health and dental benefits. We are seeking a dedicated and detailed-oriented individual to join our team as a Client Service Associate to support the needs of our Individual Solutions division. In this role, you will be responsible for managing the ongoing service needs of our existing insurance policyholders. Your primary focus will be on providing exceptional customer service on the in-force request, ensuring policy accuracy, and addressing any client inquiries or concerns promptly and professionally. This role also includes client service-related functions including policy changes and ongoing stakeholder management between the advisor, carrier, and clients.

Requirements

• Bachelor’s degree is preferred.
• Typically, 2+ years of experience in administration and servicing individual insurance products (Life, disability, etc.), or experience working in medical office administration.
• Sound knowledge of industry trends as well as insurance carrier products and services is a plus (i.e., RBC, Manulife, Canada Life, etc.).
• Proficiency in Microsoft office and Excel.
• Strong organizational and multitasking abilities.
• Ability to manage a high-volume workload in a fast-paced & demanding environment.
• Proficient in collaborative teamwork while also demonstrating strong independent work capabilities.
• Ability to think critically, problem-solve and develop solutions beyond the surface.
• High attention to detail.
• Excellent interpersonal, verbal, and written communication.
• Proven experience providing excellent client service predominantly through email communication.
• Ability to work independently and as part of a team.
• Service oriented – no task too small

Responsibilities

• Enter new insurance applications into the carrier portals ensuring all necessary information is complete and accurate.
• Place and track medical orders, work with vendors and applicants to schedule and complete necessary medical tests.
• Liase with insurance carriers to coordinate and fulfill additional requirements, such as underwriting requests, medical records, and other documentation needed for policy approval.
• Track and monitor the status of each case, providing regular updates to internal teams, advisors and clients as needed.
• Maintain and organize all case – related documentation, ensuring compliance with company and industry standards.
• Identify and resolve any issues or delays in the application process, working proactively to keep cases moving forward.
• Provide exceptional customer service to clients, answer questions and addressing concerns related to the application process.
• Work with underwriting teams to obtain preliminary opinions.
• Entering underwriting and policy data into Sales Force.
• Work with proposed insureds and carriers in obtaining Attending Physician Statements (APS).

Benefits

• Annual bonus plan for all employees
• Matching RRSP plan of 5% of salary
• Referral Commission Plan
• Generous benefits plan including Health Care Spending Account starting on the first day of employment
• Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
• Reimbursement of license fees and professional membership dues

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level