Account Manager, Private Equity, Property & Casualty

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 Associate Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in day-to-day account management for a specific set of clients and involves a great deal of verbal, electronic, and written communications. The Associate Account Manager will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. In this role, the Associate Account Manager begins to learn to manage a book of business under senior team member direction and to develop relationships with clients and carrier contacts, working proactively to deliver services efficiently. This position requires significant supervision and direction from senior team members.

Essential Duties And Responsibilities

Begins to develop relationships; attend meetings and may contribute.

Works with senior team members to prepare and send the request for proposals to applicable insurance carriers and capture results as they come in.

Begins to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor.

Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.

Assists on some billing questions from clients and insurance company personnel with assistance from Accounting Department 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

Associate’s 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 we exist to be there for others. The base salary range for this position is $48,000 to $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.

Equal Employment Opportunity
Equal Employment Opportunity employer.

#J-18808-Ljbffr