Account Manager II

NFP, an Aon company

Account Manager II managing client accounts at NFP, an Aon company. Working collaboratively with Advisors to deliver client services and manage marketing process.

Posted 5/22/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $47,000 - $86,000 per yearWebsite

About the role

Key responsibilities & impact

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
Creates and maintains client files in accordance with office procedures
May be responsible for keeping client policy records in the agency management system
First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary

Requirements

What you’ll need

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
Highly organized with excellent verbal and written communication skills
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
Ability to handle situations in a calm, courteous and professional manner
Customer focused to establish and maintain effective relationships
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
Ability to prioritize multiple tasks to meet deadlines
Must be able to read, analyze and reconcile financial reports
Possess strong analytical and problem solving skills
Sharp attention to detail, decision making skills, and problem resolution
Flexibility and adaptability to changing priorities, deadlines and technology.

Benefits

Comp & perks

PTO & paid holidays
401(k) with match
exclusive discount programs
health & wellness programs
performance-based incentives

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

P&C Insurance Licensefinancial report analysisproposal draftingclient policy record managementdata reconciliationspreadsheetsclient file maintenance

Soft Skills

verbal communicationwritten communicationorganizational skillsindependent decision makingteam collaborationcustomer focusproblem solvingattention to detailflexibilityadaptability

Certifications

Associates degreeBA/BS degreeP&C Insurance License