Job Details
Who We Are
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 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:
Summary of Role:
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.
****Candidate selected, will be required to attend the office 5x per week****
Essential Duties and Responsibilities:
- Performs administrative duties including data consistency, fielding phone calls, reviewing incoming mail, filing, and greeting clients.
- Conduct daily transaction uploads/downloads for all systems.
- Process new account openings in the system for new or existing clients.
- Resolve any data maintenance/client account issues as needed.
- Processes all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, dividend option changes and fund allocation changes.
- Provide the advisor with materials for upcoming meetings.
- Maintain the firm's file sharing/document storage website to keep clients' files up-to-date.
- Print, package, stamp, and ship client materials and checks.
- Assist with special projects as required.
- Takes a proactive lead on conserving the Relationship Manager's existing block of business by scheduling meetings, monthly client check-in calls, tracking all rollovers, and keeping the client updated on money in movement.
- Keeping the Advisor informed of problematic cases.
- Ensures data accuracy in company records by regularly and maintaining client files according to company compliant procedures.
- Daily check-in with the Advisor on all outstanding activities.
Knowledge, Skills, and/or Abilities: - Continuously exhibits personal integrity and professional initiative.
- Reliable, follows through on commitments, does not shrink from new challenges.
- Proficiency in Microsoft Office.
- Must be organized, detail-oriented and able to manage and prioritize tasks.
- Demonstrates a commitment to accuracy by delivering high quality work.
- Excellent written and verbal communication.
- Collaborative and able to work effectively with others.
- Flexible team player who is highly adaptable to change and open to new ideas.
- Demonstrated ability to work successfully in an entrepreneurial, small company environment.
Education and/or Experience:- Bachelor's degree preferred.
- 1-3 years prior experience, preferably within financial services
Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.
What We Offer NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better together! NFP is an inclusive Equal Employment Opportunity employer.