Select Business Unit Account Manager (Remote - Mountain Time)

NFP Corp; Glendale (AZ); Remote; USD 41,000 - 75,000; Full time

Job summary

A leading company in risk management and consulting is seeking a Select Business Unit Account Manager. This full-time remote position involves client servicing, proposal preparation, and relationship management. Candidates should have a strong background in client service, excellent communication skills, and a P&C Insurance License.

Benefits

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Qualifications

• 3+ years of client service experience required.
• P&C Insurance License required.
• Ability to manage sensitive and complex material.

Responsibilities

• Manage client accounts and communications.
• Prepare proposals and renewal presentations.
• Develop relationships with clients and carriers.

Skills

Organizational skills

Verbal communication

Written communication

Analytical skills

Problem-solving skills

Customer focus

Education

High School diploma or equivalent

Associate's degree or BA/BS preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Who We Are:

NFP, an Aon Company, is a multi-year 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 globe 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: The Select Business Unit Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service franchise 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. The Account Manager will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned. This is a full-time remote position. The standard working hours are Monday through Friday, from 8:00 AM to 5:00 PM Mountain Time (MT). A confidential workspace must be maintained to ensure the privacy and security of sensitive information.

Essential Duties and Responsibilities:

• 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.

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.
• Ability to manage and review highly sensitive and complex material.
• Capacity to maintain discretion and uphold confidentiality

Education and/or Experience:

• High School diploma or equivalent required; Associate's degree or BA/BS preferred.
• More than 3 years of client service and/or industry and product line experience.

Certificates, Licenses, Registration:

• P&C Insurance License required.

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. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $41,000.00 – $75,000.00. 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.