Aon · 2 days ago
Account Manager
NFP, an Aon company, is a recognized leader in Business Insurance, providing custom solutions to address significant risks and challenges. The Account Manager II is responsible for servicing client accounts, managing the renewal and marketing process, and developing relationships with clients and carriers while collaborating with senior team members.
Professional ServicesConsultingEnterprise SoftwareFinanceHealth InsuranceHuman ResourcesProperty & Casualty InsuranceBusiness DevelopmentEnterpriseFinancial ServicesInsuranceProperty InsuranceRisk Management
Responsibilities
Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation
Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive
Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system
First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary
Qualification
Required
High School Degree required
More than 3 years' 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
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
Preferred
Associates degree (or equivalent) preferred
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
We offer the flexibility of either a hybrid work arrangement from our regional Northeast offices or a fully remote arrangement available to candidates located in any U.S. city.
Company
Aon
Aon is a global provider of risk management, insurance and reinsurance brokerage, human resources solutions, and outsourcing services.
Funding
Current Stage
Public CompanyTotal Funding
$1.94BKey Investors
Citibank NABerkshire Hathaway
2023-10-24Post Ipo Debt· $1B
2021-05-17Post Ipo Equity· $942.6M
1987-01-01IPO
Leadership Team
Recent News
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