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
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