Client Service Associate, Executive Benefits Account Management

NFP Corp•New York, CT

2d•$61,500 - $80,000•Hybrid

About The Position

The Client Service Associate is part of a ten-person account management team and helps manage corporate client relationships while coordinating internal operations across functional groups. The role also participates in company-wide projects involving collaboration across departments. The position supports administration and client service for individual disability insurance benefits offered to executives at large corporate clients and top law firms. It is suited to a proactive, results-driven professional with strong interpersonal and communication skills, intellectual curiosity, adaptability, and integrity. This is a full-time, exempt position with a Monday-through-Friday schedule of 8:30 a.m. to 5:30 p.m. Eastern Time. The role can be hybrid from the New York City office or fully remote within the United States. Hybrid employees may work onsite up to three days per week during the first three months for training, with attendance thereafter based on business needs. Remote employees must follow the established Eastern Time schedule and have a private, confidential workspace and reliable high-speed internet.

Requirements

High school diploma or GED required.
Life and Health Insurance License required.
Must be able to obtain Long-Term Care (LTC) certification within three months of hire.
5–10 years of relevant experience in client service, account management, insurance, or employee benefits required.
Strong attention to detail, accountability, and ownership.
Excellent organizational and time-management skills, including the ability to prioritize multiple responsibilities and meet deadlines.
Strong written and verbal communication skills for professional interaction with clients, HR and benefits contacts, executives, plan participants, and internal partners.
Resourcefulness and sound judgment, including knowing when to engage others to resolve questions or issues.
Ability to work effectively independently and as part of a collaborative, fast-paced team.
Proficiency in Microsoft Office, particularly reviewing and working with data in Excel.
Professional, client-focused approach and ability to adapt to changing priorities.

Nice To Haves

Bachelor’s degree preferred.
Experience in executive benefits, individual disability insurance, and/or enrollment programs preferred.

Responsibilities

Interact daily with benefits and human resources contacts at large corporate clients and top law firms, providing administration and client service support for individual disability insurance benefits.
Coordinate annual enrollment and communication campaigns for corporate clients’ executives.
Analyze client census data to determine which executives are eligible for enrollment campaigns.
Respond to inquiries from eligible executives about disability insurance offered through enrollment campaigns.
Work with the IT Group to develop reports for corporate clients.
Participate in company-wide projects that involve collaboration across departments.