Habitational Insurance Account Manager — Hybrid/Remote

Aon plc; California; Hybrid; USD 71.000 - 90.000; Vollzeit

Benefits dieser Stelle

PTO

Paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Zusammenfassung

NFP, an Aon company, is seeking an Account Manager to service an assigned habitational commercial insurance book, coordinating with Advisors, Client Executives and Account Executives. The role handles renewals, proposals, carrier communications, and client presentations, building strong relationships with clients and carriers.

We offer hybrid or fully remote options for candidates nationwide in the U.S. The schedule is Monday–Friday, 9am–5pm PST, with base salary range of $70,800 to $90,000, and

Qualifikationen

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

Aufgaben

• 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

Kenntnisse

Client service

Communication

Organized

Decision making

Time management

Problem solving

Ausbildung

Associates degree

BA/BS preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Jobbeschreibung

NFP, an Aon company, is seeking an Account Manager to service an assigned habitational commercial insurance book, coordinating with Advisors, Client Executives and Account Executives. The role handles renewals, proposals, carrier communications, and client presentations, building strong relationships with clients and carriers.

We offer hybrid or fully remote options for candidates nationwide in the U.S. The schedule is Monday–Friday, 9am–5pm PST, with base salary range of $70,800 to $90,000, and