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, typically with over 1,000 employees, including Fortune 500 companies and AmLaw Top 100 law firms. Our name, Covala, was inspired by the covalent bond, symbolizing our dedication to forming powerful bonds with our clients and plan participants.

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 involving collaboration with various teams. This is a full-time, hybrid role based in New York City.

During the first three months, the individual will work onsite up to three days per week for training. After this period, the ongoing onsite schedule will be determined at the manager's discretion. While hybrid is preferred, we will 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 for executives of corporate clients.
• Analyze census data from corporate clients to determine eligible executive populations for enrollment campaigns.
• Handle inquiries from eligible executives about the disability insurance offered through enrollments.
• Collaborate with the IT Group to develop reports for corporate clients.

Requirements

• Attention to detail and a high level of accountability.
• Ability to work on a fast-paced team with specific deadlines.
• Resourcefulness and ability to consult others to complete tasks.
• Strong ability to prioritize tasks and manage time.
• Proficiency in Microsoft Office.
• Access to a reliable, confidential, and interruption-free workspace with a stable high-speed internet connection (to support hybrid or remote work).

Qualifications

• 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 offered salary will be determined by factors including experience, credentials, education, certifications, skill level, scope of the position, and geographic location. The position may also be eligible for performance-based incentives.

Schedule

Standard schedule: Monday through Friday, 8:30 a.m. to 5:30 p.m. Eastern Time.