Director, Account Manager fostering client relationships while delivering value propositions at Fitch Solutions. Growing business through consultative sales approach with strong client engagement.
About the role
- Account Manager II at NFP responsible for managing client accounts and relationships with insurance carriers. Collaborating with advisors to ensure effective service delivery for clients.
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
Requirements
- Associates degree (or equivalent), and BA/BS preferred
- More than 3 years’ client service and/or industry and product line experience
- P&C Insurance License required
- Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
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