Account Manager II

3 weeks ago


Lake Havasu City, Arizona, United States National Financial Partners Full time
About the Role

We are seeking a highly organized and self-confident Account Manager II to join our team at National Financial Partners. As a key member of our Account Management Team, you will be responsible for working with Advisors/Client Executives and Account Executives to service client accounts.

Key Responsibilities
  • Develop relationships with carrier and client contacts, taking an active role in meetings and communicating directly with clients and carriers.
  • Prepare and send requests for proposals to applicable insurance carriers and spreadsheets results as they come in.
  • Review proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive.
  • Create and maintain client files in accordance with office procedures.
  • Provide excellent customer service, answering billing questions from clients and insurance company personnel.
Requirements
  • 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.
What We Offer

National Financial Partners is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.

NFP is an inclusive Equal Employment Opportunity employer.


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