Account Manager, P&C & Private Equity — Growth Path

Aon; Pleasant Hill (CA); On-site; USD 48,000 - 80,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP, an Aon company, is seeking an Associate Account Manager to support Advisors/Client Executives and Account Executives in servicing client accounts. You will assist with renewals, prepare materials for presentations, and learn to manage a book of business under supervision.

This role emphasizes strong written/verbal communication, organization, and the ability to work with diverse stakeholders while delivering high-quality service to clients and carriers.

Qualifications

• Associates degree or equivalent and BA/BS preferred.
• More than 3 years’ client service experience.
• Appropriately licensed or ability to obtain licensing if required.

Responsibilities

• Begin to develop relationships; attend meetings and may contribute.
• Prepare requests for proposals to carriers and summarize results.
• Review proposals and carrier documents for accuracy under supervision.
• Create and maintain client files in the agency system.
• Assist on billing questions with support from Accounting.

Skills

Communication

Organization

Independent decision-making

Interpersonal skills

Customer focus

Analytical thinking

Education

Associates degree

BA/BS preferred

Tools

MS Office (Word)

MS Office (Excel)

MS Office (Outlook)

Job description

NFP, an Aon company, is seeking an Associate Account Manager to support Advisors/Client Executives and Account Executives in servicing client accounts. You will assist with renewals, prepare materials for presentations, and learn to manage a book of business under supervision.

This role emphasizes strong written/verbal communication, organization, and the ability to work with diverse stakeholders while delivering high-quality service to clients and carriers.