NFP, an Aon company · 1 day ago
Account Manager II - Trucking Insurance (Remote, PST/MTN)
NFP, an Aon company, is a recognized leader in Business Insurance, dedicated to providing custom solutions for risk management and workforce challenges. The Account Manager II is responsible for servicing client accounts, managing policies, and maintaining relationships with clients and carriers. This role requires effective communication and independent decision-making to meet client needs and support the Account Management Team.
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
Qualification
Required
Prior client service and/or industry and product line experience
P&C Insurance License required
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
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Recent News
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