Personal Risk, Account Manager (Chicago - hybrid or remote)

Aon; Chicago (IL); Hybrid; USD 47,000 - 65,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

Aon is seeking an Account Manager to service client accounts with Advisors and Account Executives. You will manage renewals, prepare proposals and renewal presentations, and build relationships with clients and carriers. Strong organizational and communication skills are essential, and EPIC experience is favored.

The role offers a hybrid schedule with a Chicago office; Wednesdays are in-office. Remote options may be considered for well-qualified candidates with Personal Lines experience to

Qualifications

• 3+ years of Personal Lines client service experience
• Experience with an insurance brokerage or independent insurance agency
• Fluency with EPIC or similar agency management system
• P&C Insurance License is required upon hire

Responsibilities

• Build relationships with carrier and client contacts; participate in meetings
• Prepare and send RFPs to carriers and summarize results; draft renewal presentations
• Review proposals with Account Executive or Advisor/Client Executive; communicate with clients and carriers
• Create and maintain client documents; keep policy records in the agency management system
• Utilize agency management system, rating system, and carrier websites
• Answer billing questions from clients and insurers

Skills

Verbal and written communication

Independent decision making

Interpersonal skills

Customer focus

MS Office

Multitasking

Financial analysis

Attention to detail

Adaptability

Education

Associate degree or equivalent

Bachelor's degree preferred

Tools

EPIC

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 world 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 of Role:

TheAccount Manageris 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. You will manage the renewal and marketing process and prepare materials for presentations and communications, partnering with more senior team members. Work is completed with a significant amount of independent discretion. While in this role, you will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing your own clients, you may also continue to support the Account Management Team as assigned.

We offer the flexibility of a hybrid schedule, minimal days a week (Wednesdays required) in our Chicago office. Working in the office is essential for fostering collaboration and career connections.

We will consider a remote option for well-qualified candidates with sufficient Personal Lines experience to manage a book with some independence.

Essential Duties and Responsibilities:

• Works proactively to build relationships with carrier and client contacts; takes an active role in meetings.


• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare the first draft of the 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 documents in accordance with office procedures. Keep client policy records in the agency management system.


• Utilize agency management system, rating system, and carrier websites.


• The first line of answering billing questions from clients and insurance company personnel.

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:

• More than 3 years of Personal Lines client service experience. Must include experience with an insurance brokerage or independent insurance agency


• Demonstrated experience in relevant lines of coverage and running a book of business


• Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners


• Fluency with EPIC or similar agency management system


• Associate's Degree (or equivalent) or BA/BS preferred. HS Diploma or equivalent with additional education/training required.

Certificates, Licenses, Registration:

• P&C Insurance License is required upon hire

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. The base salary range for this position is $47,000 - $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.-JS3

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two \"Global Wellbeing Days\" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us [e-mail] your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.