Commercial Account Manager - Construction & Infrastructure (REMOTE)

National Financial Partners Corp.•Simi Valley, CA

45d•$47,000 - $86,000•Remote

About The Position

The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a book of business under senior team member direction. Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager I is learning to manage the clients from start to finish but require a great deal of supervision and direction from more senior team members.

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
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.
Associates degree (or equivalent), and BA/BS preferred
More than 3 years' client service and/or industry and product line experience
Appropriately licensed or ability to obtain licensing if required

Responsibilities

Preparing pre-renewal presentations for internal strategy sessions
Presenting pre-renewal presentations to clients with Account Executives
Collecting renewal information from clients in conjunction with preparing insurance submissions for annual renewal policies
Working with senior team members to send the request for proposals to applicable insurance carriers
Negotiating the insurance renewal with multiple insurance carriers
Reviewing quotes against submissions, current coverage, and alternative options
Preparing and presenting insurance proposal to clients
Reviewing policies to ensure accuracy
Creating and maintaining client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
Tracking ongoing account activities and facilitate regular update calls with the client
Tracking and update bordereaux's for any blanket policies (i.e. Builders Risk, Wrap Up)
Reviewing contracts and providing a thorough contract review to the client, working with owners insurance advisor if necessary
Working with Account Coordinator or Resource Team to issue certificates and invoices
Conducting marketing exercise for bids/tenders outside of annual programs
Presenting updates on claims to client
Assisting on billing questions from clients and insurance carrier personnel with assistance from Accounting Dept. when necessary.