Corporate Insurance Client Service Specialist
7 days ago
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance and has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are an organization of consultative advisors and problem solvers who 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 our website.
Job OverviewWe offer a competitive salary range of $45,000 - $95,000 for this position, with the base salary determined by factors including experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Additionally, this position may be eligible for performance-based incentives.
Job DescriptionThe Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications.
The Account Manager will manage the renewal and marketing process and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion.
In this role, you will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. You may also continue to support the Account Management Team as assigned.
This position offers the flexibility of remote work; EST work hours are required. A hybrid option is available for those who prefer to work from one of our Ohio offices.
Essential Duties and Responsibilities:- Develop relationships with carrier and client contacts; take an active role in meetings.
- Prepare and send requests for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare the first draft of the renewal presentation.
- Take the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begin communicating directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive.
- Create and maintain client files in accordance with office procedures. Be responsible for keeping client policy records in the agency management system.
- Be the first line of answering billing questions from clients and insurance company personnel.
You must have highly organized skills with excellent verbal and written communication skills. You should be 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 Experience:An Associates degree (or equivalent), and BA/BS preferred. More than 3 years of client service and/or industry and Personal Lines experience. Demonstrated experience in relevant lines of coverage and managing a book of business.
Certificates, Licenses, Registration:A P&C Insurance License is required upon hire.
What We Offer:We are proud to offer a people-first culture that 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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