Account Manager II - Trucking Insurance (Remote, PST/MTN)

NFP•Ontario, CA

15d•$47,000 - $86,000•Remote

About The Position

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 verbal, electronic and other written communications. The Account Manager II will manage an assigned book of business handling endorsements, binding policies, setting up financing, issuing certificates, billing, and responding to requests and questions from the insured and underwriters. This person will also be involved in the renewal and marketing process. 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 efficiently and effectively respond to the needs of our insured’s. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.

Requirements

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
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.
Prior client service and/or industry and product line experience.
P&C Insurance License required.

Responsibilities

Works proactively to develop relationships with carrier and client contacts; may take active role in meetings.
Bind and endorse policies, issue certificates, bill invoices and request payments, and have contact with all assigned clients verbally and by email regularly.
Communicates directly with clients and carriers to obtain accurate information to market renewals.
Prepare and send the request for renewal quotations to applicable insurance carriers and propose to insured.
Assists customers with reporting and follow up for claims.
Duties also include quoting policy changes setting up financing, collecting additional premium and down payments and ensuring carrier payments are received.
Responsible for updating and keeping client policy records in the agency management system.
Answers incoming calls and emails responding to client questions as needed.
Follows up on suspense items and outstanding information.