Commercial Account Manager (Remote, MST)

Summary

NFP, an Aon company, provides consultative risk, workforce, wealth management, and retirement solutions to organizations and individuals. The Commercial Account Manager develops carrier and client relationships, manages insurance proposal and renewal processes, reviews documentation for accuracy, communicates with clients and carriers, and maintains client files.

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
• Communicates directly with clients and carriers
• Creates and maintains client files in accordance with office procedures

Skills

• Highly organized with excellent verbal and written communication skills
• Self-confident to make sound independent decisions
• 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
• 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 experience
• 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 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
• 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 experience
• 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
• This position may be eligible for performance-based incentives.