Commercial Insurance Account Manager – Select Accounts
NFP, an Aon company
full-time
Posted on:
Location Type: Hybrid
Location: Scottsdale • Arizona • United States
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Salary
💰 $40,000 - $65,000 per year
About the role
- Developing and maintaining the client relationship
- Day-to-day servicing of assigned accounts
- Managing the optimization process on expirations
- Providing effective and thorough renewal account reviews
- Cross-selling and up-selling for existing clients
- Maintaining data integrity (including Epic documentation/workflow & third-party systems)
- Collaborating and communicating proactively and efficiently with clients, carriers and co-workers
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
- Proficiency in Applied Epic
- Must be able to read, analyze and reconcile financial reports
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data integrityfinancial report analysisApplied EpicMicrosoft WordMicrosoft ExcelMicrosoft Outlook
Soft skills
client relationship managementcommunicationcollaborationproactive servicingcross-sellingup-selling
Certifications
P&C Insurance License