Account Manager, Select Business

Aon•Virtual, VT

1d•$47,000 - $60,000

About The Position

The Account Manager II works with Advisors/Client Executives and Account Executives to service a specific set of client accounts. The role includes day-to-day client service and frequent verbal, electronic, and written communication. The Account Manager manages renewal and marketing processes and prepares presentation and communication materials in collaboration with more senior team members, exercising significant independent discretion. The role also involves proactively building relationships with clients and carrier contacts and may include additional support for the Account Management Team as assigned. The position may be performed in a hybrid arrangement from NFP’s regional Northeast offices or fully remotely from any U.S. city. The required schedule is Monday through Friday, 8:00 AM to 5:00 PM Eastern Standard Time, regardless of the employee’s residential time zone. Remote employees must maintain a private workspace, secure company equipment and correspondence, have high-speed internet, remain present and responsive online, and minimize personal interruptions during work hours.

Requirements

High school degree required.
More than 3 years of client service and/or industry and product line experience.
Property and casualty (P&C) Insurance License required.
Highly organized, with excellent verbal and written communication skills.
Self-confidence to make sound independent decisions.
Ability to interact successfully with a variety of people and work effectively both in a team and autonomously.
Ability to handle situations calmly, courteously, and professionally.
Customer-focused approach to establishing and maintaining effective relationships.
Intermediate experience with Microsoft Office products, specifically Word, Excel, and Outlook.
Ability to prioritize multiple tasks and meet deadlines.
Strong analytical and problem-solving skills.
Sharp attention to detail, decision-making skills, and problem resolution abilities.
Flexibility and adaptability when priorities, deadlines, and technology change.
For remote work, ability to maintain a private workspace, secure company equipment and correspondence, maintain high-speed internet, be responsive online, and minimize personal interruptions during the work shift.

Nice To Haves

Associate degree or equivalent preferred.

Responsibilities

Develop relationships proactively with carrier and client contacts and may take an active role in meetings.
Prepare and send requests for proposals to applicable insurance carriers and organize returned results in spreadsheets.
Prepare the first draft of renewal presentations.
Lead the review of proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive.
Begin communicating directly with clients and carriers with approval from the Account Executive or Advisor/Client Executive.
Create and maintain client files according to office procedures.
May maintain client policy records in the agency management system.
Provide first-line responses to billing questions from clients and insurance company personnel, seeking assistance from the Accounting Department when necessary.
Service assigned client accounts and manage renewal and marketing processes.
Prepare presentation and communication materials in collaboration with more senior team members.
Support the Account Management Team as assigned.