Account Manager, Private Equity, Property & Casualty

NFP, an Aon company; 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

Exclusive discounts

Job summary

NFP, an Aon company, is seeking an Associate Account Manager to support Advisors/Client Executives and Account Executives in servicing client accounts in Pleasant Hill, CA. You will handle day-to-day communications, assist with renewals and proposals, and help prepare materials for presentations and carrier interactions.

This role develops client relationships under senior guidance, learning to manage a book of business while delivering timely service and accurate documentation, with a strong

Qualifications

• Associates degree (or equivalent); BA/BS preferred.
• More than 3 years’ client service experience.

Responsibilities

• Service client accounts and support senior team members in day-to-day activities.
• Assist in renewals and the marketing process.
• Prepare materials for presentations and communications.
• Learn to manage a book of business under senior supervision.
• Maintain client files and policy records.
• Assist with billing questions with Accounting Dept.

Skills

Highly organized

Verbal communication

Written communication

Team player

Analytical skills

Problem solving

Education

Associates degree (or equivalent)

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary: The Associate Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day to day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Associate Account Manager will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a book of business under senior team member direction and begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Associate Account Manager is learning to manage the clients from start to finish, but requires a great deal of supervision and direction from more senior team members.

• Begins to develop relationships; attend meetings and may contribute.
• Works with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
• Begins to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
• Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
• Assists on some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.

Knowledge, Skills, And/or Abilities

• 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
• Must be able to read, analyze and reconcile financial reports
• 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.

Education And/or Experience

• Associates degree (or equivalent) and BA/BS preferred
• More than 3 years’ client service and/or industry and product line experience.

Certificates, Licenses, Registration

• Appropriately licensed or ability to obtain licensing if required

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $48,000 to $80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.