Insurance Account Manager

1 month ago


Lehi, Utah, United States NFP Full time
{"Job Summary

We are seeking a highly organized and detail-oriented Account Manager to join our team at NFP. As an Account Manager, you will be responsible for working with our Advisors/Client Executives and Account Executives to service client accounts. This role requires strong communication and interpersonal skills, as well as the ability to work effectively in a team environment.

Key Responsibilities:

* Develop and maintain relationships with clients and carrier contacts
* Work with senior team members to prepare and send requests for endorsements to applicable insurance carriers
* Communicate with insureds regarding changes in premium and collection of endorsement down payments
* Participate in reviewing policies and carrier source documents for accuracy
* Maintain client files and policy records in accordance with office procedures
* Assist with 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 in a team environment
* 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, paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our PeopleFirst 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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