Account Manager II

hace 5 meses


San Juan, Puerto Rico NFP A tiempo completo

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 request to 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 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 on a timely manner.

Who We Are

We’re NFP, a 4x Best Places to Work award winner in Business Insurance for 2017-2020. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: .

What We Offer

NFP is 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.

NFP and You… Better. Together.

NFP is an inclusive Equal Employment Opportunity employer.


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