Risk Management Consultant

4 weeks ago

Burlington, Vermont, United States NFP Full time

We are an organization of consultative advisors and problem solvers. Our team at NFP helps companies and individuals address their most significant risk, workforce, wealth management, and retirement challenges through custom solutions and a people-first approach.


Key Responsibilities:

The Account Manager II is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. This role requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and written communication.


Essential Duties and Responsibilities:
  • Works proactively to develop relationships with carrier and client contacts; may take an 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.

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. 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.


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:

P&C Insurance License required.

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