Risk Management Specialist
4 weeks ago
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement.
We are an organization of consultative advisors and problem solvers who help companies and individuals address their most significant risk, workforce, wealth management, and retirement challenges through custom solutions and a people-first approach.
The Account Manager II is responsible for working with Advisors/Client Executives and Account Executives to service client accounts, managing the renewal and marketing process, and preparing materials for presentations and communications in collaboration with their more senior team members.
Work is completed with a significant amount of independent discretion, and the person in this role should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.
Essential Duties and Responsibilities:
Develop relationships with carrier and client contacts, taking an active role in meetings and preparing and sending 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.
Communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive, and create and maintain client files in accordance with office procedures.
Be the first line of answering billing questions from clients and insurance company personnel with assistance from the 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, and able 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, and possess strong analytical and problem-solving skills.
Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook, and ability to prioritize multiple tasks to meet deadlines.
Education and/or Experience:
Associates degree (or equivalent), and BA/BS preferred, with more than 3 years' client service and/or industry and product line experience.
Certificates, Licenses, Registration:
P&C Insurance License required.
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.
NFP and You... Better Together
NFP is an inclusive Equal Employment Opportunity employer.
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