Remote Account Manager II - Client Service & Renewals

Aon; West Virginia; Hybrid; USD 47,000 - 70,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

NFP, an Aon company, seeks an Account Manager II to service client accounts and collaborate with Advisors, Client Executives and Account Executives. You will manage renewals, marketing, and prepare presentations, communicating with clients and carriers with a professional, proactive approach.

We offer hybrid or fully remote arrangements for U.S. candidates, with a Monday–Friday EST schedule and a competitive base salary plus incentives, PTO, 401(k) with match, and health programs.

Qualifications

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

Responsibilities

• Develop relationships with carrier and client contacts; may take an active role in meetings
• Prepare and send requests for proposals to insurance carriers and document results
• Review proposals and carrier source documents for accuracy with the Account Executive or Advisor/Client Executive; begin direct client/carrier communications with approval
• Create and maintain client files in accordance with office procedures; manage client policy records in the agency management system
• Answer billing questions from clients and insurance company personnel with assistance from Accounting Department when necessary

Skills

Highly organized

Excellent verbal communication

Written communication

Independent decision making

Relationship building

Time management

Customer focus

Microsoft Office proficiency

Education

Associates degree or equivalent

BA/BS preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

NFP, an Aon company, seeks an Account Manager II to service client accounts and collaborate with Advisors, Client Executives and Account Executives. You will manage renewals, marketing, and prepare presentations, communicating with clients and carriers with a professional, proactive approach.

We offer hybrid or fully remote arrangements for U.S. candidates, with a Monday–Friday EST schedule and a competitive base salary plus incentives, PTO, 401(k) with match, and health programs.