NFP
Account Manager Entertainment Practice
NFP, Simi Valley, California, United States, 93097
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 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.
NFP P&C is looking for an
Account Manager
who will be responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications.The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications.While in this role, this person will begin to learn to manage a book of business under senior team member direction.Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager I is learning to manage the clients from start to finish but require a great deal of supervision and direction from more senior team members.
NOTE: This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Page at https://careers.nfp.com.
Essential Duties and Responsibilities:
Begins to develop relationships; attend meetings and may contributeWork with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come inBegin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or AdvisorCreates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management systemAssists on some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessaryKnowledge, Skills, and/or Abilities:
Highly organized with excellent verbal and written communication skillsSelf-confident to make sound independent decisionsAbility to successfully interact with a variety of people and function well both in a team environment and autonomouslyAbility to handle situations in a calm, courteous and professional mannerCustomer focused to establish and maintain effective relationshipsIntermediate level of experience in Microsoft Office products, specifically Word, Excel and OutlookAbility to prioritize multiple tasks to meet deadlinesMust be able to read, analyze and reconcile financial reportsPossess strong analytical and problem-solving skillsSharp attention to detail, decision-making skills, and problem-resolutionFlexibility and adaptability to changing priorities, deadlines and technologyEducation and/or Experience:
Associates degree (or equivalent) and BA/BS preferredMore than 3 years' client service and/or industry and product line experienceCertificates, Licenses, Registration:
Appropriately licensed or ability to obtain licensing if required
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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
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 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.
NFP P&C is looking for an
Account Manager
who will be responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications.The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications.While in this role, this person will begin to learn to manage a book of business under senior team member direction.Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager I is learning to manage the clients from start to finish but require a great deal of supervision and direction from more senior team members.
NOTE: This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Page at https://careers.nfp.com.
Essential Duties and Responsibilities:
Begins to develop relationships; attend meetings and may contributeWork with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come inBegin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or AdvisorCreates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management systemAssists on some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessaryKnowledge, Skills, and/or Abilities:
Highly organized with excellent verbal and written communication skillsSelf-confident to make sound independent decisionsAbility to successfully interact with a variety of people and function well both in a team environment and autonomouslyAbility to handle situations in a calm, courteous and professional mannerCustomer focused to establish and maintain effective relationshipsIntermediate level of experience in Microsoft Office products, specifically Word, Excel and OutlookAbility to prioritize multiple tasks to meet deadlinesMust be able to read, analyze and reconcile financial reportsPossess strong analytical and problem-solving skillsSharp attention to detail, decision-making skills, and problem-resolutionFlexibility and adaptability to changing priorities, deadlines and technologyEducation and/or Experience:
Associates degree (or equivalent) and BA/BS preferredMore than 3 years' client service and/or industry and product line experienceCertificates, Licenses, Registration:
Appropriately licensed or ability to obtain licensing if required
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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.