Sr. Account Manager
About The Position
NFP, an Aon company, is seeking a Sr. Account Manager to develop relationships with carrier and client contacts and support insurance proposal and renewal processes. The role prepares requests for proposals, organizes carrier responses, drafts renewal presentations, and reviews proposals and carrier source documents for accuracy in collaboration with the Account Executive. It also involves communicating directly with clients and carriers and maintaining client files according to office procedures. The position calls for strong organization, communication, analytical, problem-solving, decision-making, and customer-service skills, as well as adaptability to changing priorities, deadlines, and technology. An associate degree or equivalent experience is required; a BA/BS is preferred. More than three years of client service and/or industry and product-line experience and a P&C Insurance License are required.
Requirements
- Associate degree or equivalent experience.
- More than 3 years of client service and/or industry and product-line experience.
- P&C Insurance License required.
- Highly organized, with excellent verbal and written communication skills.
- Ability to make sound independent decisions.
- 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.
- Strong analytical and problem-solving skills.
- Attention to detail, decision-making skills, and problem resolution abilities.
- Flexibility and adaptability to changing priorities, deadlines, and technology.
Nice To Haves
- BA/BS degree preferred.
Responsibilities
- Proactively develop relationships with carrier and client contacts and potentially take an active role in meetings.
- Prepare and send requests for proposals to applicable insurance carriers, compile results in spreadsheets, and prepare a first draft of the renewal presentation.
- Lead the review of proposals and carrier source documents for accuracy in collaboration with the Account Executive.
- Communicate directly with clients and carriers.
- Create and maintain client files in accordance with office procedures.
Benefits
- Competitive salary
- Paid time off
- Paid holidays
- 401(k) with match
- Exclusive discount programs
- Health and wellness programs
- May be eligible for performance-based incentives
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
