Client Service Associate I

Job description

Who We Are: 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. To learn more, please visit: https://www.NFP.com. Summary: We are seeking a Client Service Associate (CSA) to support our life insurance and wealth management teams. This role partners closely with multiple agents and team members to assist with new business, ongoing client service, and meeting preparation. The CSA plays an important role in supporting the broader service team by helping ensure clients receive timely, accurate, and well‑coordinated support through maintaining client information, preparing documentation, and assisting agents as they present insurance and investment concepts to clients who trust us with their financial needs. This is a hybrid position, with work-from-home flexibility 2-3 days per week after a 30-day training period. Essential Duties & Responsibilities: - Support both life insurance and we...