Account Manager II

Description

Who We Are:

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. 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: NFP.com.

The Client Manager is responsible for maintaining and developing the strategic flow and positioning of all communication and data to and from the Client, including all company departments. They serve as the main point of contact for the organization’s Clients. Client Managers must ensure that all sales, products and services development, creative marketing, financial, customer service, and data/reporting for all Client programs are communicated and coordinated with all divisions and associates.

The Client Manager will manage small to medium sized accounts and will help the Product Managers with managing the major (large & jumbo) accounts. They plan and manage the accounts to maximize revenue and profit opportunities, and have a strong understanding of their company’s services, including knowledge of their competitors. The Client Manager will report to a Product Manager.

RESPONSIBILITIES:

• Responsible to obtain a quota equivalent to 2 times their base salary.
• Manages accounts and assumes total responsibility of the assigned accounts.
• Consistently contact customers, at least once a month to assure 100% of retention.
• Interacts with carriers and Clients, leading and completing negotiations.
• Develops and creates solutions for existing Clients, as well as pursues new clientele opportunities.
• Proposes and sells additional offered services, having full knowledge of the services offered in the company.
• Manages the renewal process for existing accounts.
• Assists Clients in determining the best courses of action, renewal negotiations, funding levels, plan implementation, plan reviews and evaluations, and compliance issues.
• Customer service, including the process of client requests or directing requests to the correct department.
• Responds to detailed questions regarding legislation, billing, and claims issues.
• Provides on a timely basis, experience reviews, rate projection, and any other financial reporting required by the customer.
• Prepares communication plans and keeps clients up to date with the movements on the account, arranging meetings and presentations.
• Identifies service problems, develops, and delivers solutions to the client or the client’s needs in a timely manner.

What We Offer:

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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