Account Manager II (Hybrid - Denver, CO)
NFP, an Aon company, Greenwood Village, CO, United States
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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 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 senior team members. Work is completed 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, they may also continue to support the Account Management Team as assigned.
Essential Duties and Responsibilities
Works proactively to develop relationships with carrier and client contacts and may take an active role in meetings.
Prepares and sends requests for proposals to applicable insurance carriers and records results.
Leads the review of proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive, and begins to communicate directly with clients and carriers with approval from the senior team.
Creates and maintains client files in accordance with office procedures, and 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 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 interact successfully 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
Associate's degree (or equivalent); BA/BS preferred.
More than 3 years of client service and/or industry and product line experience.
Certificates, Licenses, Registration
Property and Casualty 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, at the end of the day, we exist to be there for others. The base salary range for this position is $47,000 to $86,000. The actual base salary 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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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 senior team members. Work is completed 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, they may also continue to support the Account Management Team as assigned.
Essential Duties and Responsibilities
Works proactively to develop relationships with carrier and client contacts and may take an active role in meetings.
Prepares and sends requests for proposals to applicable insurance carriers and records results.
Leads the review of proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive, and begins to communicate directly with clients and carriers with approval from the senior team.
Creates and maintains client files in accordance with office procedures, and 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 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 interact successfully 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
Associate's degree (or equivalent); BA/BS preferred.
More than 3 years of client service and/or industry and product line experience.
Certificates, Licenses, Registration
Property and Casualty 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, at the end of the day, we exist to be there for others. The base salary range for this position is $47,000 to $86,000. The actual base salary 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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