Account Manager II - Insurance & Client Relations (Remote)

Aon plc; United States; Hybrid; USD 47,000 - 60,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP is seeking an Account Manager II to service a specific set of client accounts, coordinating with Advisors/Client Executives and Account Executives. The role involves renewal management, proposal review, and proactive communication with clients and carriers.

A hybrid or fully remote arrangement is available for candidates across the United States, with EST business hours. The position emphasizes building client relationships, preparing renewal materials, and collaborating with senior team

Qualifications

• High School Diploma required; Associates degree preferred.
• More than 3 years’ client service and/or industry and product line experience.
• P&C Insurance License required.

Responsibilities

• Develop relationships with carrier and client contacts; may take active role in meetings.
• Prepare and send renewal RFPs to applicable carriers and spreadsheet results.
• Review proposals and carrier source documents for accuracy with guidance from senior team members.
• Create and maintain client files in accordance with office procedures; manage policy records in the agency system.
• First line of answering billing questions from clients and insurance company personnel with department support.

Skills

Highly organized

Verbal communication

Written communication

Independent decision making

Client relationship

Microsoft Office

Time management

Problem solving

Attention to detail

Remote work readiness

Education

High School Diploma

Associates degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

NFP is seeking an Account Manager II to service a specific set of client accounts, coordinating with Advisors/Client Executives and Account Executives. The role involves renewal management, proposal review, and proactive communication with clients and carriers.

A hybrid or fully remote arrangement is available for candidates across the United States, with EST business hours. The position emphasizes building client relationships, preparing renewal materials, and collaborating with senior team