Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, provides risk, workforce, wealth management, and retirement solutions through a consultative, people-first approach. The Associate Account Manager supports Account Managers and Account Executives with client service activities, account documentation, client materials, policy administration, and renewal processes while developing foundational insurance and relationship-management skills.
Responsibilities
- Supports Account Managers and Account Executives in the execution of day-to-day client service activities, while building knowledge of client needs, policy administration, renewal processes, and service workflows
- Assists in the preparation and coordination of client materials, coordinating with Shared Services to facilitate the completion of transactional work
- Reviews work for accuracy, completeness, and client readiness before delivery, raising questions or issues to Account Managers as appropriate
- Maintains client documentation in accordance with internal standards and systems
- Participates in client and internal meeting as appropriate to establish understanding of account management and client servicing
- Develops basic understanding of the triage frameworks for complexity and / or urgency, and develops understanding of the Shared Services (GCCs and National COEs) delivery model
- Establish foundational knowledge of building and maintaining relationships with clients and carriers
- Completes training and development activities aligned to progression into an Account Manager role
Skills
- • Strong organizational skills and attention to detail
- • Effective written and verbal communication skills
- • Ability to handle multiple tasks and follow through on assignments
- • Willingness and ability to learn insurance products, processes and systems
- • Collaborative mentality with ability to work across teams
- • Basic analytical and problem-solving capabilities
- • Foundational level of experience in Microsoft Suite
- • Ability to learn how to read & reconcile financial reports
- • Associate's degree or equivalent required
- • 0-3 years of relevant client service and/or industry and product line experience
- • Property & Casualty License required
- • BA/BS or equivalent experience preferred
Benefits
- PTO
- Paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- This position may be eligible for performance-based incentives.
Company Overview