Account Manager, Select Business (Remote)

Summary

NFP, an Aon company, helps organizations and individuals address risk, workforce, wealth management, and retirement challenges through consultative solutions. The Account Manager II services assigned commercial risk client accounts, manages renewal and marketing processes, prepares presentation materials, and develops relationships with clients and carrier contacts. The role requires independent judgment, proactive client service, and collaboration with Advisors, Client Executives, and Account Executives.

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

• 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
• Associates degree (or equivalent)
• More than 3 years' client service and/or industry and product line experience
• P&C Insurance License required
• BA/BS preferred

Qualifications

Must Haves

• 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
• Associates degree (or equivalent)
• More than 3 years' client service and/or industry and product line experience
• P&C Insurance License required

Nice to Haves

• BA/BS preferred

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• Hybrid or fully remote arrangement
• This position may be eligible for performance-based incentives.