Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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 of Role: Elevate your career as an Account Manager at NFP, where you'll be more than just a team member—you'll be a motivator for exceptional client experiences. Immerse yourself in a role that blends technology with personalized service, ensuring each client feels uniquely valued. As a pivotal member of our account management team, you will play a critical role in cultivating client relationships, ensuring their utmost satisfaction, and solidifying their loyalty to our brand. In this role, you will handle your own portfolio of clients, taking charge of the day-to-day interactions and becoming their go-to for exceptional service. Your responsibility extends beyond mere management; you will be the cornerstone of our promise to deliver top-notch service, working seamlessly across various operational teams.
Be the difference, be the change, be part of our dynamic team.
Essential Duties and Responsibilities:
- Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
- Learns to review contracts, benefit plan summaries, and carrier source documents for accuracy under the direction of the Account Executive or Advisor. At this level, they will begin to learn more complex compliance and regulatory policy language.
- Creates and maintain client files in accordance with office procedures. May be responsible for keeping client policy records
- Takes the lead on answering questions from clients and/or insurance company personnel such as ID card request, claims or billing questions
- Begins to develop ongoing relationships with clients. Coordinates with Senior Account Manager, Account Executives or Advisors in doing so.
- Begins to develop relationships with carrier representatives to better understand available products and services in the marketplace and recommend them to clients
- Learns vendor/carrier products and services from the more senior Account Manager or Account Executive.
- Begins to review and analyze requests for proposals and insurance plan analyses. Participates in negotiations with carriers and recommend renewal actions, under the direction of a senior team member.
