Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, is a recognized leader in Business Insurance, providing custom solutions to address significant risks and challenges. The Account Manager II is responsible for servicing client accounts, managing the renewal and marketing process, and developing relationships with clients and carriers while collaborating with senior team members.
Responsibilities
- Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
- Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation
- Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive
- Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system
- First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary
Skills
- High School Degree required
- More than 3 years' client service and/or industry and product line experience
- P&C Insurance License required
- Highly organized with excellent verbal and written communication skills
- Self-confident to make sound independent decisions
- Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
- Ability to handle situations in a calm, courteous and professional manner
- Customer focused to establish and maintain effective relationships
- Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
- Ability to prioritize multiple tasks to meet deadlines
- Possess strong analytical and problem solving skills
- Sharp attention to detail, decision making skills, and problem resolution
- Flexibility and adaptability to changing priorities, deadlines and technology
- When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift
- Associates degree (or equivalent) preferred
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- We offer the flexibility of either a hybrid work arrangement from our regional Northeast offices or a fully remote arrangement available to candidates located in any U.S. city.
Company Overview