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Account Manager II - Personal Lines

Company: NFP
Location: Simi Valley
Posted on: October 11, 2019

Job Description:

works with Advisors/Client Executives and Account Executives to service 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 Account Manager II 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; 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. * 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 3 years client service and/or industry and product line experience. * Certificates,_Licenses,_Registration * P&C Insurance License required. * Physical Demand: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this Job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close vision and distance vision.

Keywords: NFP, Simi Valley , Account Manager II - Personal Lines, Executive , Simi Valley, California

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