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Jobs · Administrative · Florida

Commercial Lines Select Business Account Manager (FL - Remote)

NFP, an Aon company · Florida, United States · 2 days ago
On-siteAdministrative$47k–$75k/yrFull-time

About the role

The Account Manager II 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 II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members.

Responsibilities

  • Works proactively to develop relationships with carrier and client contacts;
  • 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;
  • Maintains 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;
  • 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.

Qualifications

  • Associates degree (or equivalent), and BA/BS preferred;
  • More than 3 years’ client service and/or industry and product line experience;
  • P&C Insurance License required.

Skills

  • Knowledge of Microsoft Office products, specifically Word, Excel, and Outlook;
  • Strong analytical and problem-solving skills;
  • Sharp attention to detail;
  • Decision-making skills;
  • Problem resolution skills;
  • Flexibility and adaptability to changing priorities, deadlines, and technology.

Benefits

We offer the flexibility of either a hybrid work arrangement from our offices in St. Augustine, FL; Miramar, FL; or Palm Beach, FL, or a fully remote arrangement available to candidates located in any U.S. city. The required work schedule is Monday through Friday, 8:00 AM to 5:00 PM Eastern Standard Time (EST), regardless of residential time zone.

Pay

The base salary range for this position is $47,000 – $75,000. 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

The required work schedule is Monday through Friday, 8:00 AM to 5:00 PM Eastern Standard Time (EST), regardless of residential time zone.

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