Client Service Associate, Executive Benefits Account Management

Aon•New York, NY

10d

About The Position

The Client Service Associate is part of a ten-person Account Management team and supports relationships with corporate clients while coordinating internal operations across functional groups. The role also contributes to company-wide projects involving collaboration across departments. It is suited to a proactive, results-driven professional with strong communication and interpersonal skills, curiosity, adaptability, integrity, and the ability to work effectively across teams. The position provides administration and client service support for individual disability insurance benefits offered to employees of large corporate clients and top law firms. The associate coordinates annual enrollment and communications, reviews client census data to identify eligible executives, responds to inquiries from eligible executives, and works with the IT Group to develop client reports. This is a full-time, exempt role with a standard Monday–Friday schedule of 8:30 a.m.–5:30 p.m. Eastern Time. It may 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 their first three months for training; ongoing attendance is based on business needs. Remote employees must keep 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.
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 and the ability to communicate professionally with clients, HR and Benefits contacts, executives, plan participants, and internal partners.
Resourcefulness and sound judgment, including knowing when to involve others to resolve questions or issues.
Ability to work independently and collaboratively in a fast-paced team.
Proficiency in Microsoft Office, particularly comfort 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 with executive benefits, individual disability insurance, and/or enrollment programs preferred.

Responsibilities

Interact daily with benefit 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 corporate client census data to determine which executives are eligible for enrollment campaigns.
Respond to inquiries from eligible executives about the disability insurance offered through enrollment campaigns.
Work with the IT Group to develop reports for corporate clients.
Participate in company-wide projects involving collaboration across departments and coordinate internal operations among functional groups.