Insurance Account Manager

2 days ago


New Berlin, Wisconsin, United States NFP Full time
Job Summary

NFP, an Aon company, is seeking a highly organized and self-confident Insurance Account Manager to join our team. As a key member of our Account Management Team, you will be responsible for servicing client accounts, developing relationships with clients and carrier contacts, and working proactively to deliver services to clients.

Key Responsibilities
  • Work proactively to develop relationships with carrier and client contacts
  • Prepare and send requests for proposals to applicable insurance carriers and spreadsheets results
  • Participate in the first draft of the renewal presentation
  • Review proposals and carrier source documents for accuracy
  • 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
  • Responsible for answering all billing questions from clients and insurance company personnel
Requirements
  • Highly organized with excellent verbal and written communication skills
  • Self-confident in making 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
  • 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
What We Offer

NFP 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.



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