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Account Manager II
hace 1 mes
The Client Manager is a key role at NFP, 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, ensuring seamless communication and coordination across all divisions and associates.
The Client Manager will manage small to medium-sized accounts and collaborate with Product Managers to oversee major (large & jumbo) accounts. They will plan and manage accounts to maximize revenue and profit opportunities, leveraging their knowledge of the company's services and competitors. The Client Manager will report to a Product Manager.
Key Responsibilities:
- Meet or exceed a quota equivalent to 2 times their base salary.
- Manage accounts and assume total responsibility for assigned accounts.
- Consistently contact customers, at least once a month, to ensure 100% retention.
- Interact with carriers and Clients, leading and completing negotiations.
- Develop and create solutions for existing Clients, as well as pursue new clientele opportunities.
- Propose and sell additional offered services, having full knowledge of the services offered in the company.
- Manage the renewal process for existing accounts.
- Assist Clients in determining the best courses of action, renewal negotiations, funding levels, plan implementation, plan reviews, and evaluations, and compliance issues.
- Provide customer service, including the process of client requests or directing requests to the correct department.
- Respond to detailed questions regarding legislation, billing, and claims issues.
- Provide timely financial reporting, including experience reviews, rate projections, and other required information.
- Prepare communication plans and keep Clients up-to-date with account movements, arranging meetings and presentations.
- Identify service problems, develop, and deliver solutions to the Client or the Client's needs in a timely manner.
About NFP:
NFP is a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions. We are a 4x Best Places to Work award winner in Business Insurance and a recognized Elite 2018 Agency award winner. Our personal commitment to our team and clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations.
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.
