Associate Account Manager, Commercial Insurance
Aon · Albany, NY · 1 mo ago
On-siteBusiness Development$55k–$70k/yrFull-time
We need to output HTML fragment with sections: About the role? The posting includes "Who We Are", "Summary", "Essential Duties And Responsibilities", "Knowledge, Skills, And/or Abilities", "Education And/or Experience", "Certificates, Licenses, Registration", "What We Offer". Also mention hybrid schedule and locations. Pay: base salary range $55,000 – $70,000. Schedule: hybrid work schedule. Benefits: competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Also mention people-first culture.
We must not repeat job title as heading. Use for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we need to map content to these headings appropriately. The instructions: "use
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. However we need to map content to these headings appropriately. The instructions: "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can choose which sections to include based on content. Must include a section only when posting has real, specific content for it. So we need to decide which sections are appropriate.
We have content: Who We Are (company description) could be "About the role"? Actually "About the role" maybe summary of role. We have "Summary:" which describes role. So we can put that under About the role
.
Responsibilities: Essential Duties And Responsibilities.
Requirements: maybe Education And/or Experience? Or Certificates? Could combine.
Qualifications: maybe Knowledge, Skills, And/or Abilities.
Skills: maybe also part of Knowledge, Skills.
But we need to avoid duplication. Perhaps we can map:
- About the role: Summary + Who We Are? Actually Who We Are is company description, not role. Might be better to put under About the role? The instruction says "About the role" as example heading. Could include company description there? Might be okay.
- Responsibilities: Essential Duties And Responsibilities.
- Requirements: Education And/or Experience + Certificates, Licenses, Registration.
- Qualifications: Knowledge, Skills, And/or Abilities.
- Skills: maybe not needed if covered.
- Benefits: What We Offer (benefits list) plus maybe people-first culture.
- Pay: base salary range.
- Schedule: hybrid work schedule and locations.
We must not create sections with filler like "commensurate with experience". We have actual content.
We must not include Job ID/requisition numbers. The posting ends with "2588345" which is likely Job ID; we drop it.
We must remove boilerplate: EEO, inclusive statement, etc. Also remove "NFP and You... Better Together!" maybe not needed? It's somewhat fluff but could be considered boilerplate; but it's part of What We Offer? It's a tagline. Might be considered boilerplate; safer to drop.
We must preserve all substantive information.
Let's extract substantive content:
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We 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: https://www.NFP.com.
Summary: The Associate Account Manager (AAM) is a developmental role designed to build the foundational skills, technical & process knowledge, and client-facing service experience required to progress into an Account Manager position. Working under the guidance of Account Managers and Account Executives, the Associate Account Manager supports account servicing activities through coordination, documentation, follow-up and quality review or work completed across Shared Services, including the National Center of Excellence and the Global Capability Center. The AAM will also be expected to conduct relationship-building and strategic advisory responsibilities under the supervision and guidance of an Account Manager. This is a full-time position offering the flexibility of a hybrid work schedule, available from any of the following office locations: NY: Albany, Amherst, Kingston, Rochester, Pittsford or Fishkill or our office in Danbury, Connecticut.
Essential Duties And Responsibilities:
- Supports Account Managers and Account Executives in the execution of day-to-day client service activities, while building knowledge of client needs, policy administration, renewal processes, and service workflows
- Assists in the preparation and coordination of client materials, coordinating with Shared Services to facilitate the completion of transactional work
- Reviews work for accuracy, completeness, and client readiness before delivery, escalating questions or issues to Account Managers as appropriate
- Maintains client documentation in accordance with internal standards and systems
- Participates in client and internal meeting as appropriate to build understanding of account management and client servicing
- Develops basic understanding of the triage frameworks for complexity and / or urgency, and develops understanding of the Shared Services (GCCs and National COEs) delivery model
- Establish foundational knowledge of building and maintaining relationships with clients and carriers
- Completes training and development activities aligned to progression into an Account Manager role
Knowledge, Skills, And/or Abilities:
- Strong interest in pursuing a career in Commercial Lines Insurance Account Management
- Ability to build relationships with clients, carriers, and internal partners.
- Analytical skills with attention to detail and accuracy.
- Ability to review and interpret policy documents, carrier correspondence, and insurance-related financial information.
- Strong customer service mindset and commitment to delivering exceptional client experiences.
- Ability to learn and effectively utilize Applied EPIC and other agency management systems
Education And/or Experience:
- Associate’s degree or equivalent required; BA/BS preferred.
- 1-3 years of client service experience within the insurance industry or a related field preferred; exposure to commercial insurance products, policy administration, or account servicing is highly desirable.
Certificates, Licenses, Registration:
- Property & Casualty License preferred or able to obtain within 60 days
What We Offer:
- 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.
- The base salary range for this position is $55,000 – $70,000.
- 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.
We also have hybrid schedule and locations already in Summary.
We need to output HTML fragment with headings and - for lists,
for prose.
We must not repeat job title as heading. No markdown.
We need to decide which sections to include.
Potential sections:
- About the role: could combine Who We Are and Summary? But Who We Are is company description; maybe better as "About the company"? Not in list. But we could still put under About the role? Might be okay.
But the instruction says "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but suggests those as examples. We should stick to those headings where applicable.
Thus we need to map content to those headings.
Let's define:
About the role: Summary (role description) maybe plus Who We Are? But Who We Are is about company, not role. Could still be included as part of About the role? Might be okay but could be considered not exactly role. However we have no other place for company description; we could omit it? But we must preserve ALL substantive information. So we need to include company description somewhere. Could put it under About the role as a preamble.
Responsibilities: Essential Duties And Responsibilities.
Requirements: Education And/or Experience + Certificates, Licenses, Registration.
Qualifications: Knowledge, Skills, And/or Abilities.
Skills: maybe not needed; but we could combine with Qualifications. However we need to avoid thin sections. Could omit Skills section if we cover skills under Qualifications.
Benefits: What We Offer (benefits list, people-first culture).
Pay: base salary range and determination details.
Schedule: hybrid work schedule and locations.
We must not create sections with filler like "commensurate with experience". We have actual content.
Now we need to format.
We'll produce:
About the role
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We 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: https://www.NFP.com.
The Associate Account Manager (AAM) is a developmental role designed to build the foundational skills, technical & process knowledge, and client-facing service experience required to progress into an Account Manager position. Working under the guidance of Account Managers and Account Executives, the Associate Account Manager supports account servicing activities through coordination, documentation, follow-up and quality review or work completed across Shared Services, including the National Center of Excellence and the Global Capability Center. The AAM will also be expected to conduct relationship-building and strategic advisory responsibilities under the supervision and guidance of an Account Manager. This is a full-time position offering the flexibility of a hybrid work schedule, available from any of the following office locations: NY: Albany, Amherst, Kingston, Rochester, Pittsford or Fishkill or our office in Danbury, Connecticut.
Then Responsibilities:
Responsibilities
- Supports Account Managers and Account Executives in the execution of day-to-day client service activities, while building knowledge of client needs, policy administration, renewal processes, and service workflows
- Assists in the preparation and coordination of client materials, coordinating with Shared Services to facilitate the completion of transactional work
- Reviews work for accuracy, completeness, and client readiness before delivery, escalating questions or issues to Account Managers as appropriate
- Maintains client documentation in accordance with internal standards and systems
- Participates in client and internal meeting as appropriate to build understanding of account management and client servicing
- Develops basic understanding of the triage frameworks for complexity and / or urgency, and develops understanding of the Shared Services (GCCs and National COEs) delivery model
- Establish foundational knowledge of building and maintaining relationships with clients and carriers
- Completes training and development activities aligned to progression into an Account Manager role
Requirements:
Requirements
- Associate’s degree or equivalent required; BA/BS preferred.
- 1-3 years of client service experience within the insurance industry or a related field preferred; exposure to commercial insurance products, policy administration, or account servicing is highly desirable.
- Property & Casualty License preferred or able to obtain within 60 days.
Qualifications (or Skills?). We'll use Qualifications for Knowledge, Skills, And/or Abilities.
Qualifications
- Strong interest in pursuing a career in Commercial Lines Insurance Account Management
- Ability to build relationships with clients, carriers, and internal partners.
- Analytical skills with attention to detail and accuracy.
- Ability to review and interpret policy documents, carrier correspondence, and insurance-related financial information.
- Strong customer service mindset and commitment to delivering exceptional client experiences.
- Ability to learn and effectively utilize Applied EPIC and other
About the role
. Responsibilities: Essential Duties And Responsibilities. Requirements: maybe Education And/or Experience? Or Certificates? Could combine. Qualifications: maybe Knowledge, Skills, And/or Abilities. Skills: maybe also part of Knowledge, Skills. But we need to avoid duplication. Perhaps we can map: - About the role: Summary + Who We Are? Actually Who We Are is company description, not role. Might be better to put under About the role? The instruction says "About the role" as example heading. Could include company description there? Might be okay. - Responsibilities: Essential Duties And Responsibilities. - Requirements: Education And/or Experience + Certificates, Licenses, Registration. - Qualifications: Knowledge, Skills, And/or Abilities. - Skills: maybe not needed if covered. - Benefits: What We Offer (benefits list) plus maybe people-first culture. - Pay: base salary range. - Schedule: hybrid work schedule and locations. We must not create sections with filler like "commensurate with experience". We have actual content. We must not include Job ID/requisition numbers. The posting ends with "2588345" which is likely Job ID; we drop it. We must remove boilerplate: EEO, inclusive statement, etc. Also remove "NFP and You... Better Together!" maybe not needed? It's somewhat fluff but could be considered boilerplate; but it's part of What We Offer? It's a tagline. Might be considered boilerplate; safer to drop. We must preserve all substantive information. Let's extract substantive content: Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We 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: https://www.NFP.com. Summary: The Associate Account Manager (AAM) is a developmental role designed to build the foundational skills, technical & process knowledge, and client-facing service experience required to progress into an Account Manager position. Working under the guidance of Account Managers and Account Executives, the Associate Account Manager supports account servicing activities through coordination, documentation, follow-up and quality review or work completed across Shared Services, including the National Center of Excellence and the Global Capability Center. The AAM will also be expected to conduct relationship-building and strategic advisory responsibilities under the supervision and guidance of an Account Manager. This is a full-time position offering the flexibility of a hybrid work schedule, available from any of the following office locations: NY: Albany, Amherst, Kingston, Rochester, Pittsford or Fishkill or our office in Danbury, Connecticut. Essential Duties And Responsibilities: - Supports Account Managers and Account Executives in the execution of day-to-day client service activities, while building knowledge of client needs, policy administration, renewal processes, and service workflows - Assists in the preparation and coordination of client materials, coordinating with Shared Services to facilitate the completion of transactional work - Reviews work for accuracy, completeness, and client readiness before delivery, escalating questions or issues to Account Managers as appropriate - Maintains client documentation in accordance with internal standards and systems - Participates in client and internal meeting as appropriate to build understanding of account management and client servicing - Develops basic understanding of the triage frameworks for complexity and / or urgency, and develops understanding of the Shared Services (GCCs and National COEs) delivery model - Establish foundational knowledge of building and maintaining relationships with clients and carriers - Completes training and development activities aligned to progression into an Account Manager role Knowledge, Skills, And/or Abilities: - Strong interest in pursuing a career in Commercial Lines Insurance Account Management - Ability to build relationships with clients, carriers, and internal partners. - Analytical skills with attention to detail and accuracy. - Ability to review and interpret policy documents, carrier correspondence, and insurance-related financial information. - Strong customer service mindset and commitment to delivering exceptional client experiences. - Ability to learn and effectively utilize Applied EPIC and other agency management systems Education And/or Experience: - Associate’s degree or equivalent required; BA/BS preferred. - 1-3 years of client service experience within the insurance industry or a related field preferred; exposure to commercial insurance products, policy administration, or account servicing is highly desirable. Certificates, Licenses, Registration: - Property & Casualty License preferred or able to obtain within 60 days What We Offer: - 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. - The base salary range for this position is $55,000 – $70,000. - 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. We also have hybrid schedule and locations already in Summary. We need to output HTML fragment with headings and - for lists,
for prose.
We must not repeat job title as heading. No markdown.
We need to decide which sections to include.
Potential sections:
- About the role: could combine Who We Are and Summary? But Who We Are is company description; maybe better as "About the company"? Not in list. But we could still put under About the role? Might be okay.
But the instruction says "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but suggests those as examples. We should stick to those headings where applicable.
Thus we need to map content to those headings.
Let's define:
About the role: Summary (role description) maybe plus Who We Are? But Who We Are is about company, not role. Could still be included as part of About the role? Might be okay but could be considered not exactly role. However we have no other place for company description; we could omit it? But we must preserve ALL substantive information. So we need to include company description somewhere. Could put it under About the role as a preamble.
Responsibilities: Essential Duties And Responsibilities.
Requirements: Education And/or Experience + Certificates, Licenses, Registration.
Qualifications: Knowledge, Skills, And/or Abilities.
Skills: maybe not needed; but we could combine with Qualifications. However we need to avoid thin sections. Could omit Skills section if we cover skills under Qualifications.
Benefits: What We Offer (benefits list, people-first culture).
Pay: base salary range and determination details.
Schedule: hybrid work schedule and locations.
We must not create sections with filler like "commensurate with experience". We have actual content.
Now we need to format.
We'll produce:
About the role
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We 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: https://www.NFP.com.
The Associate Account Manager (AAM) is a developmental role designed to build the foundational skills, technical & process knowledge, and client-facing service experience required to progress into an Account Manager position. Working under the guidance of Account Managers and Account Executives, the Associate Account Manager supports account servicing activities through coordination, documentation, follow-up and quality review or work completed across Shared Services, including the National Center of Excellence and the Global Capability Center. The AAM will also be expected to conduct relationship-building and strategic advisory responsibilities under the supervision and guidance of an Account Manager. This is a full-time position offering the flexibility of a hybrid work schedule, available from any of the following office locations: NY: Albany, Amherst, Kingston, Rochester, Pittsford or Fishkill or our office in Danbury, Connecticut.
Then Responsibilities:
Responsibilities
- Supports Account Managers and Account Executives in the execution of day-to-day client service activities, while building knowledge of client needs, policy administration, renewal processes, and service workflows
- Assists in the preparation and coordination of client materials, coordinating with Shared Services to facilitate the completion of transactional work
- Reviews work for accuracy, completeness, and client readiness before delivery, escalating questions or issues to Account Managers as appropriate
- Maintains client documentation in accordance with internal standards and systems
- Participates in client and internal meeting as appropriate to build understanding of account management and client servicing
- Develops basic understanding of the triage frameworks for complexity and / or urgency, and develops understanding of the Shared Services (GCCs and National COEs) delivery model
- Establish foundational knowledge of building and maintaining relationships with clients and carriers
- Completes training and development activities aligned to progression into an Account Manager role
Requirements:
Requirements
- Associate’s degree or equivalent required; BA/BS preferred.
- 1-3 years of client service experience within the insurance industry or a related field preferred; exposure to commercial insurance products, policy administration, or account servicing is highly desirable.
- Property & Casualty License preferred or able to obtain within 60 days.
Qualifications (or Skills?). We'll use Qualifications for Knowledge, Skills, And/or Abilities.
Qualifications
- Strong interest in pursuing a career in Commercial Lines Insurance Account Management
- Ability to build relationships with clients, carriers, and internal partners.
- Analytical skills with attention to detail and accuracy.
- Ability to review and interpret policy documents, carrier correspondence, and insurance-related financial information.
- Strong customer service mindset and commitment to delivering exceptional client experiences.
- Ability to learn and effectively utilize Applied EPIC and other
for prose. We must not repeat job title as heading. No markdown. We need to decide which sections to include. Potential sections: - About the role: could combine Who We Are and Summary? But Who We Are is company description; maybe better as "About the company"? Not in list. But we could still put under About the role? Might be okay. But the instruction says "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but suggests those as examples. We should stick to those headings where applicable.
Thus we need to map content to those headings.
Let's define:
About the role: Summary (role description) maybe plus Who We Are? But Who We Are is about company, not role. Could still be included as part of About the role? Might be okay but could be considered not exactly role. However we have no other place for company description; we could omit it? But we must preserve ALL substantive information. So we need to include company description somewhere. Could put it under About the role as a preamble.
Responsibilities: Essential Duties And Responsibilities.
Requirements: Education And/or Experience + Certificates, Licenses, Registration.
Qualifications: Knowledge, Skills, And/or Abilities.
Skills: maybe not needed; but we could combine with Qualifications. However we need to avoid thin sections. Could omit Skills section if we cover skills under Qualifications.
Benefits: What We Offer (benefits list, people-first culture).
Pay: base salary range and determination details.
Schedule: hybrid work schedule and locations.
We must not create sections with filler like "commensurate with experience". We have actual content.
Now we need to format.
We'll produce:
About the role
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We 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: https://www.NFP.com.
The Associate Account Manager (AAM) is a developmental role designed to build the foundational skills, technical & process knowledge, and client-facing service experience required to progress into an Account Manager position. Working under the guidance of Account Managers and Account Executives, the Associate Account Manager supports account servicing activities through coordination, documentation, follow-up and quality review or work completed across Shared Services, including the National Center of Excellence and the Global Capability Center. The AAM will also be expected to conduct relationship-building and strategic advisory responsibilities under the supervision and guidance of an Account Manager. This is a full-time position offering the flexibility of a hybrid work schedule, available from any of the following office locations: NY: Albany, Amherst, Kingston, Rochester, Pittsford or Fishkill or our office in Danbury, Connecticut.
Then Responsibilities:Responsibilities
- Supports Account Managers and Account Executives in the execution of day-to-day client service activities, while building knowledge of client needs, policy administration, renewal processes, and service workflows
- Assists in the preparation and coordination of client materials, coordinating with Shared Services to facilitate the completion of transactional work
- Reviews work for accuracy, completeness, and client readiness before delivery, escalating questions or issues to Account Managers as appropriate
- Maintains client documentation in accordance with internal standards and systems
- Participates in client and internal meeting as appropriate to build understanding of account management and client servicing
- Develops basic understanding of the triage frameworks for complexity and / or urgency, and develops understanding of the Shared Services (GCCs and National COEs) delivery model
- Establish foundational knowledge of building and maintaining relationships with clients and carriers
- Completes training and development activities aligned to progression into an Account Manager role
Requirements
- Associate’s degree or equivalent required; BA/BS preferred.
- 1-3 years of client service experience within the insurance industry or a related field preferred; exposure to commercial insurance products, policy administration, or account servicing is highly desirable.
- Property & Casualty License preferred or able to obtain within 60 days.
Qualifications
- Strong interest in pursuing a career in Commercial Lines Insurance Account Management
- Ability to build relationships with clients, carriers, and internal partners.
- Analytical skills with attention to detail and accuracy.
- Ability to review and interpret policy documents, carrier correspondence, and insurance-related financial information.
- Strong customer service mindset and commitment to delivering exceptional client experiences.
- Ability to learn and effectively utilize Applied EPIC and other