Senior Broker/ Account Manager National Construction Practice
Telecommuter, Colorado, United States
Who We Are:
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
The Senior Broker-Account Manager is responsible for working with Underwriters, Advisors/Client Executives and Account Executives to service Construction specific client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Broker-Senior Account Manager will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.
Essential Duties and Responsibilities:
- Works proactively to develop relationships with carrier and client contacts; taking an active role in meetings.
- Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Responsible for preparing and delivering the renewal presentation.
- Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Communicates directly with clients and carriers.
- Creates and maintains client files in accordance with office procedures. 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.
Knowledge, Skills, and/or Abilities:
- 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.
Education and/or Experience:
- Associates degree (or equivalent), and BA/BS preferred
- More than 5 years’ client service and/or industry and product line experience.
Certificates, Licenses, Registration:
- P&C Insurance License required.
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000 – $95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
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Job Profile
401(k) with match Competitive salary Discount Programs Exclusive discount programs Exclusive discounts Flexibility Health & Wellness programs Paid holidays People-first approach Performance-based incentives PTO PTO & Paid Holidays
Tasks- Communicate with clients and carriers
- Develop client relationships
- Maintain client files
- Manage renewals
- Prepare proposals
- Problem Resolution
Accounting Account management Adaptability Analytical Attention to detail Client service Client Servicing Collaboration Communication Decision making Excel Flexibility Insurance Microsoft Office Organization Outlook P&C Insurance Presentation Problem-solving Relationship Management Word Written communication
Experience5 years
EducationAccounting Associate's Degree BA/BS Bachelor's degree Business Communications Equivalent
Certifications TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9