Insurance Account Manager Client Relationships & Proposals

AON PLC; Arizona; Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

PTO & holidays

401(k) with match

Discount programs

Health & wellness programs

Job summary

NFP is an Aon company offering risk management, workforce and retirement solutions with a client-first approach. The role focuses on managing client relationships, coordinating RFPs, and reviewing carrier proposals to ensure accuracy.

Ideal candidates bring 3+ years of client service in insurance, a P&C license, and strong MS Office skills to support proactive communications and data-driven decision making.

Qualifications

• Associates degree or equivalent experience, and BA/BS 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 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.
• Communicates directly with clients and carriers.
• Creates and maintains client files in accordance with office procedures.

Skills

Organizational skills

Verbal & written communication

Independent decision making

Calm under pressure

Customer-focused

MS Office proficiency

Analytical skills

Attention to detail

Adaptability

Education

Associates degree or equivalent experience

BA/BS preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

NFP is an Aon company offering risk management, workforce and retirement solutions with a client-first approach. The role focuses on managing client relationships, coordinating RFPs, and reviewing carrier proposals to ensure accuracy.

Ideal candidates bring 3+ years of client service in insurance, a P&C license, and strong MS Office skills to support proactive communications and data-driven decision making.