Client Services Associate, Executive Benefits Account Management

About Us

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, helping 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.

Covala Group is a proven enroller and administrator of executive individual disability insurance benefits for large corporate clients. Since 1993, we have connected employees of our clients to over $4.5 billion in income protection. We serve corporate clients with over 1,000 employees, including Fortune 500 companies and AmLaw Top 100 law firms. Our name, Covala, reflects 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 Manager position is an integral part of an eight-person team. The role is central within the organization, responsible for maintaining 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 working with different teams. This is a full-time, hybrid role based in New York City.

During the first three months of employment, the individual will be expected to work onsite up to three days per week for training. After this initial period, the ongoing onsite schedule will be determined at the manager's discretion. While the role is hybrid, we will also consider experienced candidates working fully remotely, following an Eastern Time Zone schedule.

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

• Attention to detail
• A high level of accountability and ownership of work
• Ability to work on a fast-paced team with specific deadlines
• Resourcefulness and ability to consult others to get a job done
• Strong ability to prioritize tasks and manage time
• Strong Microsoft Office skills
• To support hybrid or remote work, candidates must have access to a reliable, confidential, and interruption-free workspace, along with a stable high-speed internet connection

Requirements

• Bachelor’s Degree
• 2-5 years of Account Management or Customer Service experience
• Life and Health Insurance License

Benefits

• Competitive salary
• Paid time off (PTO) and paid holidays
• 401(k) with company match
• Exclusive discount programs
• Health and wellness programs

Pay

The base salary range for this position is $52,000 - $65,000. 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.

Schedule

This is a full-time role with a standard schedule of Monday through Friday, 8:30 a.m. to 5:30 p.m. Eastern Time.