Account Manager, Select Business

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

Who We Are:

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 Account Manager II is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.

We offer the flexibility of either a hybrid work arrangement from our regional Northeast offices or a fully remote arrangement available to candidates located in any U.S. city. The required work schedule is Monday through Friday, 8:00 AM to 5:00 PM Eastern Standard Time (EST), regardless of residential time zone.

Essential Duties and 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

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
• 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
• When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift

Education and/or Experience:

• High School Degree required Associates degree (or equivalent) preferred
• More than 3 years’ client service and/or industry and product line experience

Certificates, Licenses, Registration:

• P&C Insurance License 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 $47,000 – $60,000. 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.