Account Manager II

NFP Corp•Plymouth, IN

1d•$50,000 - $60,000•Hybrid

About The Position

At NFP, an Aon Company, we are dedicated to providing a dynamic and encouraging work environment where your skills and ambitions can thrive. As an Account Manager II, you will play an integral role in our team, working alongside industry experts to deliver flawless service to our clients. This role offers an outstanding blend of client interaction, analytical tasks, and the opportunity to grow within a proven industry leader. Join us and be part of something outstanding!

Requirements

Highly organized with excellent verbal and written communication skills.
Confident in making sound, independent decisions.
Ability to interact successfully with a variety of people and function effectively both in a team environment and autonomously.
Maintain a calm, courteous, and professional demeanor in all situations.
Customer-focused, able to establish and maintain effective relationships.
Proficient in Microsoft Office products, specifically Word, Excel, and Outlook.
Capable of prioritizing multiple tasks to meet deadlines.
Skilled in reading, analyzing, and balancing financial reports.
Possess strong analytical and problem-solving skills.
Sharp attention to detail, decision-making skills, and problem resolution.
Flexible and adaptable to changing priorities, deadlines, and technology.
Associate’s degree (or equivalent) required.
More than 3 years of client service and/or industry and product line experience.
P&C Insurance License required. This can be acquired within 30 days of hire date.

Nice To Haves

BA/BS or equivalent experience preferred.

Responsibilities

Proactively develop relationships with carrier and client contacts, taking an active role in meetings.
Prepare and send requests for proposals to applicable insurance carriers and compile the results.
Draft or use equivalent experience to develop the initial renewal presentation.
Lead the review of proposals and carrier source documents for accuracy, collaborating with the Account Executive or Advisor/Client Executive.
Begin direct communication with clients and carriers, with approval.
Build and maintain client files in accordance with office procedures.
Maintain client policy records in the agency management system.
Address billing questions from clients and insurance company personnel, with assistance from the Accounting Department when necessary.
Complete service work for clients, ensuring their needs are met with outstanding care.