Sr. Account Manager

NFP, an Aon company; Santa Ana (CA); Presencial; USD 65.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Descripción de la vacante

NFP, an Aon company, is a leading advisor helping clients address risk, workforce, wealth management and retirement challenges. The role focuses on proactive relationship development with carriers and clients, preparing RFPs, and reviewing renewal materials with the Account Executive.

Ideal candidates bring 3+ years of client service experience, an active P&C license (or ability to obtain), and strong organizational and communication skills to maintain meticulous client files and provide

Formación

• Associates degree or equivalent experience required; BA/BS preferred.
• 3+ years of client service and/or industry experience preferred.
• P&C Insurance license or ability to obtain license.
• Strong communication and relationship-management skills.

Responsabilidades

• Develop relationships with carrier and client contacts; participate in meetings.
• Prepare and send proposals to insurance carriers; draft renewal presentations.
• Review proposals and carrier source documents with Account Executive for accuracy.
• Communicate directly with clients and carriers.
• Create and maintain client files per office procedures.

Conocimientos

Excellent communication

Relationship building

Proactive teamwork

Microsoft Office proficient

Analytical skills

Attention to detail

Adaptability

Educación

Associates degree or equivalent

BA/BS preferred

Herramientas

Word

Excel

Outlook

Descripción del empleo

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.

• 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.

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.

• 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.

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.