Associate Account Manager, Entertainment (Remote, PST)

Aon; Westlake Village (CA); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP, an Aon company, is seeking a detail-oriented professional to support Account Managers in day-to-day client service activities in Westlake Village, CA. The role focuses on learning policy administration, renewals, and workflows while building client relationships and coordinating with Shared Services.

The position requires an Associate’s degree or equivalent, up to 3 years of experience, and a Property & Casualty license.

Qualifications

• Associate’s degree or equivalent required; BA/BS or equivalent experience preferred.
• 0-3 years of relevant client service and/or insurance industry experience.
• Property & Casualty license required

Responsibilities

• Supports Account Managers in day-to-day client service activities and learns client needs, policy administration, renewal processes and service workflows.
• Assists in preparing and coordinating client materials with Shared Services to complete transactional work.
• Reviews work for accuracy and client readiness before delivery; escalates issues to Account Managers as needed.
• Maintains client documentation in line with internal standards and systems.
• Participates in client and internal meetings to understand account management and client servicing.
• Gains basic understanding of triage frameworks for complexity/urgency and Shared Services delivery model.
• Builds foundational knowledge of relationships with clients and carriers.
• Completes training aligned to progression into an Account Manager role

Skills

Organizational skills

Communication skills

Multitasking

Learning mindset

Team collaboration

Analytical thinking

MS Office proficiency

Financial reporting literacy

Education

Associate’s degree or equivalent

BA/BS or equivalent experience preferred

Tools

Microsoft Office

Job description

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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.

• Supports Account Managers and Account Executives in the execution of day-to-day client service activities, while building knowledge of client needs, policy administration, renewal processes, and service workflows
• Assists in the preparation and coordination of client materials, coordinating with Shared Services to facilitate the completion of transactional work
• Reviews work for accuracy, completeness, and client readiness before delivery, raising questions or issues to Account Managers as appropriate
• Maintains client documentation in accordance with internal standards and systems
• Participates in client and internal meeting as appropriate to establish understanding of account management and client servicing
• Develops basic understanding of the triage frameworks for complexity and / or urgency, and develops understanding of the Shared Services (GCCs and National COEs) delivery model
• Establish foundational knowledge of building and maintaining relationships with clients and carriers
• Completes training and development activities aligned to progression into an Account Manager role

Posting Description

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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.

Essential Duties And Responsibilities

• Supports Account Managers and Account Executives in the execution of day-to-day client service activities, while building knowledge of client needs, policy administration, renewal processes, and service workflows
• Assists in the preparation and coordination of client materials, coordinating with Shared Services to facilitate the completion of transactional work
• Reviews work for accuracy, completeness, and client readiness before delivery, raising questions or issues to Account Managers as appropriate
• Maintains client documentation in accordance with internal standards and systems
• Participates in client and internal meeting as appropriate to establish understanding of account management and client servicing
• Develops basic understanding of the triage frameworks for complexity and / or urgency, and develops understanding of the Shared Services (GCCs and National COEs) delivery model
• Establish foundational knowledge of building and maintaining relationships with clients and carriers
• Completes training and development activities aligned to progression into an Account Manager role

Knowledge, Skills, And/or Abilities

• Strong organizational skills and attention to detail
• Effective written and verbal communication skills
• Ability to handle multiple tasks and follow through on assignments
• Willingness and ability to learn insurance products, processes and systems
• Collaborative mentality with ability to work across teams
• Basic analytical and problem-solving capabilities
• Foundational level of experience in Microsoft Suite
• Ability to learn how to read & reconcile financial reports

Education And/or Experience

• Associate’s degree or equivalent required; BA/BS or equivalent experience preferred.
• 0-3 years of relevant client service and/or industry and product line experience.
• Certificates, Licenses, Registration: Property & Casualty 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, ultimately, we exist to be there for others. The base salary range for this position is $55,000 – $65,000. 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.