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Account Manager II

National Financial Partners

Tallahassee, FL

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JOB DETAILS
SKILLS
Accounting, Billing, Communication Skills, Customer Relations, Customer Support/Service, Detail Oriented, Develop and Maintain Customers, Diversity, Establish Priorities, File Maintenance, Financial Analysis, Financial Reporting, Insurance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Product Family, Microsoft Word, Multitasking, Organizational Skills, Policy Development, Presentation/Verbal Skills, Problem Solving Skills, Record Keeping, Request for Proposals (RFP), Resolve Customer Issues, Risk, Sales Management, Service Delivery, Spreadsheets, Time Management, Wealth Management, Workforce Management, Writing Skills
LOCATION
Tallahassee, FL
POSTED
2 days ago
Who We Are:

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization ofconsultative 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: .

Summary:

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. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.

Essential Duties and Responsibilities:
  • Works proactively to develop relationships with carrier and client contacts; may take active role in meetings.
  • Prepare and send 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.
Knowledge, Skills, and/or Abilities:
  • 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.
  • 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.
Education and/or Experience:
  • Associates degree (or equivalent), and BA/BS preferred.
  • More than 3 years' client service and/or industry and product line experience.
Certificates, Licenses, Registration:
  • P&C Insurance License required.
What We Offer

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.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.

About the Company

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National Financial Partners

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