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Client Service Associate (in Office)
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- NFP, an Aon Company, is a multi-year 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 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.
- The Operations Associate is responsible for ensuring the day-to-day data integrity for client accounts and providing support to the advisory staff on client data-related issues.
- Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, dividend option changes and fund allocation changes.
- Maintain the firm's file sharing/document storage website to keep clients' files up-to-date.
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