Remote Insurance Account Manager

NFP; Morgandale (OH); Remoto; USD 47.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

PTO

401(k) with match

Health & wellness programs

Discount programs

Descrizione del lavoro

NFP is seeking an Account Manager to service and renew client accounts, coordinating with Advisors/Client Executives and Account Executives. The role emphasizes proactive relationship-building with clients and carriers, and preparation of renewal materials and presentations.

The position offers a fully remote arrangement for candidates anywhere in the U.S., with standard hours 8:00 AM to 5:00 PM Central or Eastern Time, Monday–Friday.

Competenze

• 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.
• P&C Insurance License required.

Mansioni

• 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

Conoscenze

Highly organized

Verbal & written communication

Independent decision making

Client relations

MS Office

Formazione

High School Diploma

Associate’s degree preferred

Strumenti

Agency management system

Microsoft Word

Microsoft Excel

Microsoft Outlook

Descrizione del lavoro

NFP is seeking an Account Manager to service and renew client accounts, coordinating with Advisors/Client Executives and Account Executives. The role emphasizes proactive relationship-building with clients and carriers, and preparation of renewal materials and presentations.

The position offers a fully remote arrangement for candidates anywhere in the U.S., with standard hours 8:00 AM to 5:00 PM Central or Eastern Time, Monday–Friday.