Client Service Associate, Executive Benefits Account Management
for section headings (e.g., About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)
- Use - for any list of duties/requirements/benefits, and
for prose.
- Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it.
- Preserve ALL substantive information; do NOT invent or summarize away detail.
- Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions.
- IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them.
- Prefer a few substantive sections over many thin ones.
- Output ONLY the HTML fragment — no /, no markdown code fences.
Now, analyze the posting:
The posting includes:
- "Who We Are" section about NFP and Covala Group.
- "Position Summary" describing the role.
- "Schedule" section with details about full-time, exempt, hybrid/remote.
- "Position Responsibilities" with "Essential Functions:" and a list of bullet points.
- "Qualifications" with a list of qualities.
- "Education/Experience" with specific requirements.
- "What We Offer" with benefits and salary range.
- Some boilerplate at the end: "NFP and You… Better Together! NFP and Covala Group is an inclusive Equal Employment Opportunity employer. 2586722" (Job ID).
I need to structure into sections with appropriate headings. The rules say use
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. I should map the content accordingly.
Potential sections:
- About the role (or Position Summary) - but the rule says "About the role" as example heading. Could use "About the Role" or "Position Summary". I'll use "About the Role" as heading.
- Schedule - there is a Schedule section.
- Responsibilities - there is Position Responsibilities with Essential Functions list.
- Qualifications - there is Qualifications list.
- Education/Experience - could be part of Qualifications or separate. The posting has separate "Education/Experience" heading. I'll include as "Education & Experience" or "Requirements". The rule says "Requirements" as example heading. I'll use "Requirements" for Education/Experience.
- Benefits - "What We Offer" includes benefits and salary range. Could split into Benefits and Pay. The rule says include Pay section only if posting states it. It does state base salary range. So I'll create "Benefits" and "Pay" sections. But the rule says "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state them. So include.
But also note: "What We Offer" includes both benefits and salary. I'll separate: Benefits for the list of benefits (competitive salary, PTO, 401k, etc.) and Pay for the salary range details.
Also, there is "Who We Are" - could be "About the Company" or similar. The rule doesn't explicitly mention "About the Company" but says "e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule". It says "e.g." so other headings allowed. I'll include "About the Company" for the Who We Are section.
Now, ensure no filler. The posting has substantive content for each.
Now, format:
- Use for each section heading.
- Use
for prose paragraphs.
- Use
- for lists.
I need to preserve all substantive information. For lists, each bullet point becomes
- . For prose, keep as
.
Let's go through each section:
1. Who We Are: two paragraphs. I'll put under
About the Company
then two tags.
2. Position Summary: one paragraph. Under
About the Role
then .
3. Schedule: one paragraph with details. Under
Schedule
then .
4. Position Responsibilities: heading "Essential Functions:" then a list of 5 bullet points. Under
Responsibilities
then with - for each.
5. Qualifications: "The ideal candidate will demonstrate:" then list of 7 bullet points. Under
Qualifications
then .
6. Education/Experience: list of 5 bullet points. Under Requirements
then .
7. What We Offer: first paragraph about benefits, then salary range paragraph, then maybe another sentence. I'll split: Benefits section for the list of benefits (but it's written as prose). The posting says: "We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst 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." That's prose. Then "The base salary range for this position is $61,500 – $80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives."
I'll create:
- Benefits
with a for the first paragraph (maybe also list the benefits as bullet points? The posting lists them in a sentence. Could keep as prose or split into list. The rule says use
- for any list of duties/requirements/benefits. It says "any list of duties/requirements/benefits". The benefits are listed in a sentence, not bullet points. But we could convert to a list for clarity. However, the rule says "Preserve ALL substantive information; do NOT invent or summarize away detail." Converting to list might be okay as long as we keep all items. I'll keep as prose paragraph for benefits, but maybe also include a list? The example says use
- for any list of duties/requirements/benefits. It doesn't require converting prose to list. I'll keep as prose.
-
Pay
with the salary range details as prose paragraphs.
Finally, remove boilerplate: "NFP and You… Better Together! NFP and Covala Group is an inclusive Equal Employment Opportunity employer. 2586722" - this is EEO and job ID. Should be removed or folded into a short ? The rule says "fold minor metadata into a short
or drop it." Job ID is minor metadata. EEO boilerplate is to be removed. I'll drop it entirely.
Now, produce HTML fragment.
Let's write:
About the Company
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.
Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to forming powerful bonds with our clients and plan participants — connecting them to the benefits they need and the service they deserve.
About the Role
The Account Management position is an integral part of a ten-person team. The role is central within the organization and is responsible for managing relationships with corporate clients and overseeing internal operations among different functional groups. The individual in this position will participate in company-wide projects that involve collaboration across departments. This is an excellent opportunity for someone seeking to contribute meaningfully to a growing business and gain valuable experience. Success in this role requires a proactive and results-driven mindset, strong interpersonal and communication skills, and the ability to collaborate effectively across teams. Intellectual curiosity, adaptability in a dynamic environment, and professional integrity are also essential qualities.
Schedule
This full-time, exempt position follows a standard schedule of Monday through Friday, 8:30 a.m. to 5:30 p.m. Eastern Time. The role is open to a hybrid arrangement from our New York City office or a fully remote arrangement within the United States. Hybrid employees may work onsite up to three days per week during the first three months for training, with ongoing attendance based on business needs thereafter. Remote employees must maintain the established Eastern Time schedule, along with a private, confidential workspace and reliable high-speed internet.
Responsibilities
- Interact daily with Benefit / Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits.
- Coordinate annual enrollment and communication campaigns to executives of our corporate clients.
- Analyze census data from our corporate clients and determine eligible executive populations for enrollment campaigns.
- Handle inquiries from eligible executives about the disability insurance being offered through our enrollments.
- Team with our IT Group to develop reports for our corporate clients.
Qualifications
- Strong attention to detail with a high level of accountability and ownership.
- Excellent organizational and time-management skills, with the ability to prioritize multiple responsibilities and meet deadlines.
- Strong written and verbal communication skills, including 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 engage others to resolve questions or issues.
- Ability to work effectively both independently and as part of a collaborative, fast-paced team.
- Proficiency in Microsoft Office, with particular comfort reviewing and working with data in Excel.
- A professional, client-focused approach and the ability to adapt to changing priorities.
Requirements
- High School Diploma or GED required; Bachelor’s Degree preferred.
- Life and Health Insurance License required.
- Able to 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.
- Executive benefits, individual disability insurance, and/or enrollment program experience preferred.
Benefits
We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs
for prose. - Do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. - Preserve ALL substantive information; do NOT invent or summarize away detail. - Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. - IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. - Prefer a few substantive sections over many thin ones. - Output ONLY the HTML fragment — no /, no markdown code fences. Now, analyze the posting: The posting includes: - "Who We Are" section about NFP and Covala Group. - "Position Summary" describing the role. - "Schedule" section with details about full-time, exempt, hybrid/remote. - "Position Responsibilities" with "Essential Functions:" and a list of bullet points. - "Qualifications" with a list of qualities. - "Education/Experience" with specific requirements. - "What We Offer" with benefits and salary range. - Some boilerplate at the end: "NFP and You… Better Together! NFP and Covala Group is an inclusive Equal Employment Opportunity employer. 2586722" (Job ID). I need to structure into sections with appropriate headings. The rules say use
for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. I should map the content accordingly.
Potential sections:
- About the role (or Position Summary) - but the rule says "About the role" as example heading. Could use "About the Role" or "Position Summary". I'll use "About the Role" as heading.
- Schedule - there is a Schedule section.
- Responsibilities - there is Position Responsibilities with Essential Functions list.
- Qualifications - there is Qualifications list.
- Education/Experience - could be part of Qualifications or separate. The posting has separate "Education/Experience" heading. I'll include as "Education & Experience" or "Requirements". The rule says "Requirements" as example heading. I'll use "Requirements" for Education/Experience.
- Benefits - "What We Offer" includes benefits and salary range. Could split into Benefits and Pay. The rule says include Pay section only if posting states it. It does state base salary range. So I'll create "Benefits" and "Pay" sections. But the rule says "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state them. So include.
But also note: "What We Offer" includes both benefits and salary. I'll separate: Benefits for the list of benefits (competitive salary, PTO, 401k, etc.) and Pay for the salary range details.
Also, there is "Who We Are" - could be "About the Company" or similar. The rule doesn't explicitly mention "About the Company" but says "e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule". It says "e.g." so other headings allowed. I'll include "About the Company" for the Who We Are section.
Now, ensure no filler. The posting has substantive content for each.
Now, format:
- Use for each section heading.
- Use
for prose paragraphs. - Use
- for lists. I need to preserve all substantive information. For lists, each bullet point becomes
- . For prose, keep as
. Let's go through each section: 1. Who We Are: two paragraphs. I'll put under
About the Company
then twotags. 2. Position Summary: one paragraph. Under
About the Role
then. 3. Schedule: one paragraph with details. Under
Schedule
then. 4. Position Responsibilities: heading "Essential Functions:" then a list of 5 bullet points. Under
Responsibilities
then- with
- for each.
5. Qualifications: "The ideal candidate will demonstrate:" then list of 7 bullet points. Under
Qualifications
then- .
6. Education/Experience: list of 5 bullet points. Under
- for any list of duties/requirements/benefits. It says "any list of duties/requirements/benefits". The benefits are listed in a sentence, not bullet points. But we could convert to a list for clarity. However, the rule says "Preserve ALL substantive information; do NOT invent or summarize away detail." Converting to list might be okay as long as we keep all items. I'll keep as prose paragraph for benefits, but maybe also include a list? The example says use
- for any list of duties/requirements/benefits. It doesn't require converting prose to list. I'll keep as prose.
-
Pay
with the salary range details as prose paragraphs. Finally, remove boilerplate: "NFP and You… Better Together! NFP and Covala Group is an inclusive Equal Employment Opportunity employer. 2586722" - this is EEO and job ID. Should be removed or folded into a short? The rule says "fold minor metadata into a short
or drop it." Job ID is minor metadata. EEO boilerplate is to be removed. I'll drop it entirely. Now, produce HTML fragment. Let's write:
About the Company
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.
Covala Group (part of NFP, an Aon company) is a proven enroller and administrator of voluntary, supplemental and individual disability benefits for large employers. Since 1993 we have connected employees of our clients to over $4.5 billion of income protection. We have also assisted Fortune 500 companies in the development and implementation of group life insurance, corporate owned life insurance, and long-term care programs. Our name, Covala, was inspired by the covalent bond, the strongest type of chemical bond there is. Covala embodies our dedication to forming powerful bonds with our clients and plan participants — connecting them to the benefits they need and the service they deserve.
About the Role
The Account Management position is an integral part of a ten-person team. The role is central within the organization and is responsible for managing relationships with corporate clients and overseeing internal operations among different functional groups. The individual in this position will participate in company-wide projects that involve collaboration across departments. This is an excellent opportunity for someone seeking to contribute meaningfully to a growing business and gain valuable experience. Success in this role requires a proactive and results-driven mindset, strong interpersonal and communication skills, and the ability to collaborate effectively across teams. Intellectual curiosity, adaptability in a dynamic environment, and professional integrity are also essential qualities.
Schedule
This full-time, exempt position follows a standard schedule of Monday through Friday, 8:30 a.m. to 5:30 p.m. Eastern Time. The role is open to a hybrid arrangement from our New York City office or a fully remote arrangement within the United States. Hybrid employees may work onsite up to three days per week during the first three months for training, with ongoing attendance based on business needs thereafter. Remote employees must maintain the established Eastern Time schedule, along with a private, confidential workspace and reliable high-speed internet.
Responsibilities
- Interact daily with Benefit / Human Resource contacts at large corporate clients and top law firms providing administration and client service support for their individual disability insurance benefits.
- Coordinate annual enrollment and communication campaigns to executives of our corporate clients.
- Analyze census data from our corporate clients and determine eligible executive populations for enrollment campaigns.
- Handle inquiries from eligible executives about the disability insurance being offered through our enrollments.
- Team with our IT Group to develop reports for our corporate clients.
Qualifications
- Strong attention to detail with a high level of accountability and ownership.
- Excellent organizational and time-management skills, with the ability to prioritize multiple responsibilities and meet deadlines.
- Strong written and verbal communication skills, including 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 engage others to resolve questions or issues.
- Ability to work effectively both independently and as part of a collaborative, fast-paced team.
- Proficiency in Microsoft Office, with particular comfort reviewing and working with data in Excel.
- A professional, client-focused approach and the ability to adapt to changing priorities.
Requirements
- High School Diploma or GED required; Bachelor’s Degree preferred.
- Life and Health Insurance License required.
- Able to 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.
- Executive benefits, individual disability insurance, and/or enrollment program experience preferred.
Benefits
We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs
- for any list of duties/requirements/benefits. It doesn't require converting prose to list. I'll keep as prose.
-
Requirements
then- .
7. What We Offer: first paragraph about benefits, then salary range paragraph, then maybe another sentence. I'll split: Benefits section for the list of benefits (but it's written as prose). The posting says: "We’re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst 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." That's prose. Then "The base salary range for this position is $61,500 – $80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives."
I'll create:
-
Benefits
with afor the first paragraph (maybe also list the benefits as bullet points? The posting lists them in a sentence. Could keep as prose or split into list. The rule says use
- for any list of duties/requirements/benefits. It says "any list of duties/requirements/benefits". The benefits are listed in a sentence, not bullet points. But we could convert to a list for clarity. However, the rule says "Preserve ALL substantive information; do NOT invent or summarize away detail." Converting to list might be okay as long as we keep all items. I'll keep as prose paragraph for benefits, but maybe also include a list? The example says use
- for each.
5. Qualifications: "The ideal candidate will demonstrate:" then list of 7 bullet points. Under