NFP, an Aon company
Commercial Insurance Account Manager (Glendale, AZ or Remote)
NFP, an Aon company, Phoenix, Arizona, United States, 85003
Commercial Insurance Account Manager - Franchise Accounts (Peoria, AZ or Remote)
NFP, an Aon company
Who We Are NFP is a multiple Best Places to Work award winner in Business Insurance. We are consultative advisors and problem solvers, helping companies and individuals worldwide address risk, workforce, wealth management, and retirement challenges through custom solutions and a people‑first approach. https://www.NFP.com
Summary The Account Manager II is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day‑to‑day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more seniorMovement. Work is inmobiliado with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.
Full‑time position open to a hybrid schedule from our Glendale, AZ office or remote. Standard working hours are Monday through Friday, 8:00 AM to 5:00 PM. A confidential workspace must be maintained to protect sensitive information.
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 spreadsheet 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 template.
Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
First line of answering billing questions from clients and insurance company 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, ExcelCCIÓN and Outlook.
Ability to prioritize multiple tasks to meet deadlines.
Possess strong analytical and problem‑solving skills.
Sharp अम्या attention to detail, decision making skills, and problem resolution.
Flexibility and adaptability to changing priorities, deadlines and technology.
When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high‑speed internet, be present and responsive online and minimize personal interruptions during your work shift.
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.多个>
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. Base salary range for this position is $47,000 – $65,000. 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 is an inclusive Equal Employment Opportunity employer.
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Who We Are NFP is a multiple Best Places to Work award winner in Business Insurance. We are consultative advisors and problem solvers, helping companies and individuals worldwide address risk, workforce, wealth management, and retirement challenges through custom solutions and a people‑first approach. https://www.NFP.com
Summary The Account Manager II is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day‑to‑day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more seniorMovement. Work is inmobiliado with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.
Full‑time position open to a hybrid schedule from our Glendale, AZ office or remote. Standard working hours are Monday through Friday, 8:00 AM to 5:00 PM. A confidential workspace must be maintained to protect sensitive information.
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 spreadsheet 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 template.
Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
First line of answering billing questions from clients and insurance company 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, ExcelCCIÓN and Outlook.
Ability to prioritize multiple tasks to meet deadlines.
Possess strong analytical and problem‑solving skills.
Sharp अम्या attention to detail, decision making skills, and problem resolution.
Flexibility and adaptability to changing priorities, deadlines and technology.
When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high‑speed internet, be present and responsive online and minimize personal interruptions during your work shift.
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.多个>
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. Base salary range for this position is $47,000 – $65,000. 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 is an inclusive Equal Employment Opportunity employer.
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