National Financial Partners
Account Manager Habitational/Condo HYBRID Southern California
National Financial Partners, Sacramento, California, United States, 95828
Who We Are:
NFP, an Aon company, is a multiple 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 .
The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in 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 will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, this person prepares materials for presentations and communications and assists team members with day-to-day client servicing. At this level, the Account Manager takes an active speaking role in client meetings. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. Some Account Managers may be responsible to manage their own block of business.
Essential Duties and Responsibilities:Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to themThe Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and AdvisorsCommunicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client ExecutiveCreates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management systemWill have an assigned book of businessKnowledge, Skills, and/or Abilities:Highly organized with excellent verbal and written communication skillsSelf-confident to make sound independent decisionsAble to work overtime as necessaryAbility 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 OutlookIntermediate level of experience in agency management system(s)Ability 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:BA/BS preferredTypically, more than five years industry (Habitational) and product line experienceCertificates, Licenses, Registration:P&C Insurance License requiredWhat 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 $50,000 $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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
NFP, an Aon company, is a multiple 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 .
The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in 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 will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, this person prepares materials for presentations and communications and assists team members with day-to-day client servicing. At this level, the Account Manager takes an active speaking role in client meetings. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. Some Account Managers may be responsible to manage their own block of business.
Essential Duties and Responsibilities:Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to themThe Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and AdvisorsCommunicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client ExecutiveCreates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management systemWill have an assigned book of businessKnowledge, Skills, and/or Abilities:Highly organized with excellent verbal and written communication skillsSelf-confident to make sound independent decisionsAble to work overtime as necessaryAbility 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 OutlookIntermediate level of experience in agency management system(s)Ability 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:BA/BS preferredTypically, more than five years industry (Habitational) and product line experienceCertificates, Licenses, Registration:P&C Insurance License requiredWhat 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 $50,000 $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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.