Account Manager, Habitational (Hybrid or Remote PST)

Posting Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary:

The Account Manager is responsible for servicing an assigned book of habitational commercial insurance accounts in partnership with Advisors/Client Executives and Account Executives. Clients may include apartment and multifamily property owners, condominium associations, homeowners associations, and property managers. This role manages day-to-day client needs, renewals, marketing and remarketing, carrier communications, and the preparation of proposals, coverage comparisons, and client presentations. The Account Manager builds strong relationships with clients and carrier partners, works with significant independent discretion, and collaborates with senior team members on account strategy, complex coverage matters, and placement decisions.

We offer the flexibility of either a hybrid or a fully remote arrangement available to candidates located in any U.S. city. The required work schedule is Monday through Friday, 9 a.m. to 5 p.m. (PST), regardless of residential time zone.

Essential Duties and 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

Knowledge, Skills, and/or Abilities:

• 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

Education and/or Experience:

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

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

Certificates, Licenses, Registration:

• California P&C Insurance License required

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $70,800 – $90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

2590511

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary:

The Account Manager is responsible for servicing an assigned book of habitational commercial insurance accounts in partnership with Advisors/Client Executives and Account Executives. Clients may include apartment and multifamily property owners, condominium associations, homeowners associations, and property managers. This role manages day-to-day client needs, renewals, marketing and remarketing, carrier communications, and the preparation of proposals, coverage comparisons, and client presentations. The Account Manager builds strong relationships with clients and carrier partners, works with significant independent discretion, and collaborates with senior team members on account strategy, complex coverage matters, and placement decisions.

We offer the flexibility of either a hybrid or a fully remote arrangement available to candidates located in any U.S. city. The required work schedule is Monday through Friday, 9 a.m. to 5 p.m. (PST), regardless of residential time zone.

Essential Duties and 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

Knowledge, Skills, and/or Abilities:

• 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

Education and/or Experience:

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

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

Certificates, Licenses, Registration:

• California P&C Insurance License required

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $70,800 – $90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.