Sr. Account Manager

Aon plc; Santa Ana (CA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

PTO & holidays

401(k) with match

Health & wellness programs

Job summary

NFP, an Aon company, is a trusted partner helping clients manage risk, wealth management, and retirement challenges with a people-first approach. This role focuses on supporting the client service process, coordinating RFPs, and maintaining client relationships from a base in Santa Ana, CA.

The position emphasizes accuracy, organization, and collaboration with Account Executives, carriers, and clients. Base salary ranges from $65,000 to $80,000, with potential incentives based on performance and

Qualifications

• Highly organized with excellent verbal and written communication.
• 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.

Responsibilities

• Develop relationships with carrier and client contacts; may take an active role in meetings.
• Prepare and send proposals to insurance carriers; present renewal data.
• Lead review of proposals and carrier source documents with Account Executive.
• Communicate directly with clients and carriers.
• Create and maintain client files per office procedures.

Skills

Organizational skills

Verbal and written communication

Independent decision making

Customer relationship management

MS Office (Word, Excel, Outlook)

Analytical and problem solving

Attention to detail

Adaptability

Education

Associate degree or equivalent experience

BA/BS preferred

3+ years client service/industry experience

Job 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.