Note: The job is a remote job and is open to candidates in USA. Wealthspire is a part of NFP, an Aon company, recognized as a great workplace in Business Insurance. The Associate Account Manager is responsible for supporting Advisors and Account Executives in managing client accounts, developing relationships, and assisting in the renewal and marketing process.
Responsibilities
- Begins to develop relationships; attend meetings and may contribute
- Works with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in
- Begins to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor
- Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system
- Assists on some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary
Skills
- Associates degree (or equivalent)
- 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
- Appropriately licensed or ability to obtain licensing if required
- BA/BS preferred
- More than 3 years' client service and/or industry and product line experience
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Performance-based incentives
Company Overview