Job Details

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:

Summary:

The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a book of business under senior team member direction. Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager I is learning to manage the clients from start to finish but require a great deal of supervision and direction from more senior team members.

Essential Duties and Responsibilities:

• Preparing pre-renewal presentations for internal strategy sessions
• Presenting pre-renewal presentations to clients with Account Executives
• Collecting renewal information from clients in conjunction with preparing insurance submissions for annual renewal policies
• Working with senior team members to send the request for proposals to applicable insurance carriers
• Negotiating the insurance renewal with multiple insurance carriers
• Reviewing quotes against submissions, current coverage, and alternative options
• Preparing and presenting insurance proposal to clients
• Reviewing policies to ensure accuracy
• Creating and maintaining client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
• Tracking ongoing account activities and facilitate regular update calls with the client
• Tracking and update bordereaux's for any blanket policies (i.e. Builders Risk, Wrap Up)
• Reviewing contracts and providing a thorough contract review to the client, working with owners insurance advisor if necessary
• Working with Account Coordinator or Resource Team to issue certificates and invoices
• Conducting marketing exercise for bids/tenders outside of annual programs
• Presenting updates on claims to client
• Assisting on billing questions from clients and insurance carrier 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.

Education and/or Experience:

• Associates degree (or equivalent), and BA/BS preferred
• More than 3 years' client service and/or industry and product line experience

Certificates, Licenses, Registration:

• Appropriately licensed or ability to obtain licensing if 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 $47,000.00 – $86,000.00. 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.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.