NFP, an Aon company

Client Advocate

NFP, an Aon company

full-time

Posted on:

Location Type: Remote

Location: New York • Texas • United States

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Salary

💰 $54,000 - $72,000 per year

About the role

  • Monitor the team inbox for incoming cases and requests from our broker clients
  • Enter ALL transactions that are pulled from the inbox onto the Smart Sheet (Daily tracking tool)
  • Track daily progress of each case for team visibility and organization on the Smart Sheet
  • Maintain an exceptional relationship with all the brokers who are being serviced with daily follow ups.
  • Consistent communications with Broker clients is precise and well written.
  • Develop strong relationships with our Carrier partners for information and educational purposes.
  • Efficient process of all transactions into the carrier portals for submission or change.
  • Email requests and questions to assigned representatives at the carrier level.
  • Maintain contact and in good standing with all of our carrier partners

Requirements

  • High School Diploma
  • College Degree
  • 3-5 Years of related industry experience
Benefits
  • competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • exclusive discount programs
  • health & wellness programs
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
relationship managementcommunicationorganizationteam collaborationcustomer service
Certifications
High School DiplomaCollege Degree