Sr. Account Manager

NFP; Santa Ana (CA); Presencial; USD 65.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

PTO

Paid holidays

401(k) with match

Health & wellness programs

Descripción de la vacante

NFP, an Aon company, is a leading risk, wealth, and workforce solutions provider based in Santa Ana, CA. This role supports client service and renewal activities, coordinating with carriers and the account executive to ensure accurate proposals and timely communications.

The ideal candidate is highly organized with strong communication skills, capable of independent decisions, and proficient in MS Office. A P&C license is required for this position.

Formación

• Associates degree or equivalent experience; BA/BS preferred.
• 3+ years client service and/or industry and product line experience.
• P&C Insurance License required.

Responsabilidades

• 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.
• Communicates directly with clients and carriers.
• Creates and maintains client files in accordance with office procedures.

Conocimientos

Highly organized

Verbal and written communication

Independent decision making

Customer focus

MS Office (Word, Excel, Outlook)

Analytical and problem solving

Attention to detail

Flexibility and adaptability

Educación

Associates degree or equivalent experience

BA/BS preferred

3+ years client service/industry experience

Herramientas

Microsoft Office Suite

Descripción del empleo

Posting 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 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.

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.
• Communicates directly with clients and carriers.
• Creates and maintains client files in accordance with office procedures.

Knowledge, Skills, and/or Abilities:

• Highly organized with excellent verbal and written communication skills.
• Self-confident to make sound independent decisions
• 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
• 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:

• Associates degree or equivalent experience, and BA/BS preferred
• More than 3 years’ 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, ultimately, we exist to be there for others. The base salary range for this position is $65,000 – $80,000. 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.