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NFP, an Aon company · 14 hours ago

Commercial Insurance Account Manager, Select Accounts (Hybrid or Remote)

Scottsdale, AZ

Full-time

Hybrid

Mid Level

$40K/yr - $65K/yr

3+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance, providing consultative solutions to address significant risks. The Account Manager is responsible for servicing client accounts, managing renewals, and developing relationships with clients while collaborating with team members to deliver effective services.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

Developing and maintaining the client relationship

Day-to-day servicing of assigned accounts

Managing the optimization process on expirations

Providing effective and thorough renewal account reviews

Cross-selling and up-selling for existing clients

Maintaining data integrity (including Epic documentation/workflow & third-party systems)

Collaborating and communicating proactively and efficiently with clients, carriers and co-workers

Qualification

Client relationship managementApplied Epic proficiencyP&C Insurance LicenseMicrosoft Office proficiencyAnalytical skillsVerbal communicationWritten communicationProblem solvingTeam collaborationAttention to detail

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

Proficiency in Applied Epic

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

When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift

Associates degree (or equivalent), and BA/BS preferred

More than 3 years' client service and/or industry and product line experience

P&C Insurance License required