Account Representative developing customer relationships in Mexico for cosmetics and cleaning products. Following sales cycles and maintaining CRM to grow business opportunities.
About the role
- Account Manager managing personal risk client accounts for NFP, an Aon company. Collaborating with Advisors to ensure effective account management and client servicing.
Responsibilities
- Responsible for working with Advisors/Client Executives and Account Executives to service client accounts.
- Support day-to-day account management for a specific set of clients.
- Manage the renewal and marketing process from start to finish.
- Prepare materials for presentations and communications.
- Assist team members with day-to-day client servicing.
- Develop and maintain relationships with clients and carrier contacts.
Requirements
- Typically, more than 2 years of Personal Lines experience
- Recent retail brokerage or agency experience is required
- Experience with East Coast markets preferred
- EPIC agency management system or similar system experience is required
- HS Diploma or equivalent is required; additional education and/or related training is preferred
- A P&C Insurance License is required upon hire.
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
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