(Future Opportunity) (Hybrid) Client Service Associate

National Financial Partners-posted 3 months ago
$53,000 - $65,000/Yr
Entry Level
Hybrid • Royal Oak, MI
5,001-10,000 employees
Funds, Trusts, and Other Financial Vehicles
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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. We're looking for a Client Service Associate to join our team. Ideal candidates will be responsible for assisting the agents with all aspects of new sales, client service, and meeting support. The purpose of the role is to support the agent with all the essential information they need to present insurance and investments concepts to clients who are placing their trust in us to take care of their needs. This includes the ongoing upkeep of client information, preparation of all pertinent documents, and smooth execution of specific service strategies in order to deliver exceptional service to the client. This is a hybrid position with working-from-home flexibility 2-3 days a week after the initial 30-day training period.

  • Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings, including but not limited to, product specific sales illustrations, policy and product summaries, reports, presentations, and marketing packets for both life insurance and investments.
  • Performs all life insurance underwriting duties including preparing, completing, and sending individual and multi-life disability, long-term care, and life insurance applications for signature; tracks all data in client data management system.
  • Schedules medical insurance exams and orders all Attending Physician Statements (APS/Medical Records) based on insurance underwriting guidelines of carriers.
  • Follows up with the client and agents(s) during the underwriting process, keeps notes on the process and conversations in client data management system to ensure all parties are informed of status.
  • Reviews insurance policies and prepares them for client delivery; follows up with clients on delivery requirements and payment processing when needed.
  • Takes a proactive lead on conserving the agents existing block of business by notifying clients of overdue insurance premiums and coverage in danger of lapsing, tracking all attempts and progress, and keeping the agent informed of problematic cases.
  • Processes all insurance policy service requests, including address changes, beneficiary/ownership changes, premium mode changes, dividend option changes and fund allocation changes.
  • Processes all policy changes including reinstatement of lapsed cases, smoker rating changes, addition or removal of policy riders, and face amount reductions.
  • Follows up with insurance carriers and vendors to ensure proper execution of client service requests are completed in a timely fashion.
  • Ensures data accuracy in company records by regularly and routinely updating client and carrier/vendor information in client data management system and maintaining electronic client files according to company compliance procedures.
  • Performs administrative duties including data consistency, fielding phone calls, reviewing incoming mail, filing and greeting clients.
  • Organizes all carrier and state licenses and appointments for agents with the in-house licensing coordinator.
  • Processes individual asset management applications, service requests, performance summaries and reviews.
  • Participates in occasional product-related training and best practices development sessions as directed by the agents and/or manager.
  • Performs other duties as assigned.
  • Strong oral and written professional communication skills
  • Insurance product knowledge (life, disability and long term care). Understanding the products' features to be able to service clients.
  • Client Resource Management program knowledge such as entering new clients, keeping client data updated, policy record creation, task management, work space management, calendar management
  • Carrier Websites - run reports, retrieve applications and form, process available change requests, etc.
  • Service Knowledge - to assist clients with changes to policies
  • Underwriting knowledge
  • Retention skills
  • Well organized with the ability to handle several projects/clients simultaneously
  • Proficiency with MS Office products, including Outlook, Word, Excel, PowerPoint, and Dynamics
  • Dedicated work ethic with a commitment to client service excellence
  • High School Diploma Required; College Degree Preferred
  • 1-3 years client service experience, preferably within financial services
  • Previous experience processing insurance applications and providing a high level of client service is preferred
  • Life and Health (preferred, not required)
  • Competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health & wellness programs
  • Performance-based incentives
Track Jobs with Teal

Job Search Resources

•
Resume Builder
•
Resume Examples
•
Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service