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Jobs · Administrative · New York

Account Manager II - Personal Risk

NFP, an Aon company · Buffalo, NY · 4 days ago
On-siteAdministrative$40k–$65k/yrFull-time

About the role

The 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.

Responsibilities

  • Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
  • Prepares and sends 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
  • 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

Skills

  • Knowledge of personal lines insurance
  • P&C Insurance License required

Qualifications

  • High School or GED required
  • Associates degree (or equivalent), and BA/BS preferred

Benefits

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & 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.

Pay

The base salary range for this position is $40,000 – $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Schedule

This is a full-time role with a hybrid schedule based in our Williamsville, New York office. Working in the office at least 3 days a week is required (other days from home) and is essential for fostering interaction and facilitating career development.

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