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.
Summary:
The Account Manager I is responsible for working with Senir Account Managers, Account Executives, and Producers 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 clients from start to finish and will work closely with senior team members, ensuring adequate supervision & direction from them.
Essential Duties and Responsibilities:
- Begins to develop relationships; attend meetings and may contribute.
- Assist Senior Team Members in preparing proposals for client meetings.
- Participate in reviewing quotes and other carrier documents for accuracy with the Senior Team Members.
- Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
- Provides assistance with billing questions from clients and carriers as needed.
?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.
- 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:
- P&C Insurance License
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 – $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.