Client Services Administrator - Lafayette, CA
Location: US, CA, Lafayette
Employment type: Full-time
Required experience: Entry level
Required education: Unspecified
Industry: Insurance
Function: General Business
Company profile: NFP is a leader in the delivery of benefits solutions for companies of all sizes and in the delivery of life insurance and wealth management solutions for high net worth individuals. Our leading, independent broker/dealer offers a wide range of choices from some of the nation’s top investment companies. NFP operates and reports in three segments that provide diverse products and services to corporate and high net worth individual clients: the Corporate Client Group, the Individual Client Group and the Advisor Services Group.*Our advisors partner with clients to help provide them with comprehensive solutions, backed by NFP’s open architecture approach, national scale and resources. NFP is focused on optimizing cross-selling opportunities and building recurring revenue, and diversification, ensuring the company is well-positioned for long-term growth.*NFP Advisor Services Group is a business segment of National Financial Partners Corp. (NFP) that includes NFP subsidiaries NFP Securities, Inc., member FINRA/SIPC, and NFP IndeSuite, Inc.
Description: This position is based in Lafayette, CA 94549.DESCRIPTION: The Client Services Administrator provides administrative support to our Account Management team as well as excellent customer service to our clients.   KEY RESPONSIBILITIES:Assist Account Manager by managing daily account activities relating to the renewal process, new employee enrollment process, benefit plan transfer process, status change and reviewing of claimsMaintain vendor and carrier contact to investigate discrepancies and provide information in non-routine situationsResponsible for accurately creating and updating electronic databases and files.Follow up on cases with the carrier and/or vendor and client on a regular basisSupport new participant enrollment and existing participant renewal.Coordination of client education seminars and benefit fairs.Manage and resolve client claim issues, requests, problems and issues.Develop marketing materials such as newsletters, direct mail pieces and advertising.Perform clerical duties as needed for account management, such as filing, photocopying, and correspondence.
Requirements: SKILLS and EXPERIENCE:Required: Strong computer skills: Excel, Word, Outlook a mustPreferred: At least 2 years of financial services or benefits experiencePreferred: Life and Health Insurance License                         IDEAL CHARACTERISTICS:Team player that contributes to the firm's overall successWell organized and has the ability to prioritize and handle multiple tasks efficientlyHigh level of attention to detail and commitment to accuracyGoal-oriented professionalPositive, optimistic approach to all people and situations PHYSICAL DEMANDS:Ability to sit at a computer for a long period of time.Standing, walking periodically throughout the work day.Sitting and communicating with others up to 8 hours per day. WORKING CONDITIONS:Climate-controlled office environment.
Benefits: NFP offers a comprehensive benefits package to all our full-time employees, including medical, prescription, dental and vision insurance, health care flexible spending accounts and health savings accounts. We also offer life insurance, short- and long- term disability, a 401(k) plan, paid time off, and education assistance program and many other benefits. 
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