Remote Associate Account Manager

AON PLC; Westlake Village (CA); Remote; USD 75,000 - 82,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

NFP, an Aon company, is hiring for a client-focused role that supports Account Managers in delivering excellent service. The position develops expertise in policy administration, renewal processes, and client workflows while coordinating with Shared Services to handle transactional work.

Ideal candidates have 0–3 years of client service experience, an associate degree or higher, and a Property & Casualty license.

Qualifications

• 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.

Responsibilities

• Supports Account Managers and Account Executives in 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 meetings 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.
• Establishes foundational knowledge of building and maintaining relationships with clients and carriers.
• Completes training and development activities aligned to progression into an Account Manager role.

Skills

Organizational skills

Written and verbal communication

Multi-tasking

Willingness to learn insurance

Collaborative mindset

Analytical problem-solving

Microsoft Suite

Read & reconcile financial reports

Education

Associate’s degree or equivalent

BA/BS or equivalent experience preferred

Property & Casualty License

Job description

NFP, an Aon company, is hiring for a client-focused role that supports Account Managers in delivering excellent service. The position develops expertise in policy administration, renewal processes, and client workflows while coordinating with Shared Services to handle transactional work.

Ideal candidates have 0–3 years of client service experience, an associate degree or higher, and a Property & Casualty license.