Senior Account Executive jobs at National Financial Network - 21 jobs

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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: ******************** Director - Business Development Main Job Tasks and Responsibilities Perform external wholesaler activities through insurance brokers and financial advisors nationwide representing Executive Life Solutions (ELS) products. ELS is a division of NFP Executive Benefits. Key Competencies * Communication skills - written and verbal * Planning and organizing * Problem assessment and problem solving * Attention to detail and accuracy * Flexibility * Adaptability * Benefit plan knowledge * Sales and closing skills * Presentation skills * Business development Areas of Focus * Work to develop sales of guaranteed issue term, universal and indexed universal life insurance through brokers and advisor partners * Generate sales * Develop a business plan to maximize market share and growth * Present ELS products and services to financial advisors knowledgeably and effectively so that they can clearly identify the benefits of the products relative to their competitors * Provide advisors with technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics * Work closely and communicate effectively with Sales Management * Drive a full schedule of appointments * Utilization of our contact management system (Salesforce) for activity * Manage travel and expense budget to assigned amount * Represent the complete offering of ELS products and services * Acquire new lead sources and customers * Lead all aspects of the sales process * Ensure a seamless transition of customer responsibility to account management team Expectations * Achieve assigned sales quota * Meet assigned expectations for profitability * Achieve new account acquisition targets * Work with NFP sales and marketing staff to develop strategy * Maintain pipeline of activity in Salesforce * Complete required training and development objectives within the assigned time frame Knowledge, Skills and Abilities * Strong Communication skills * 5+ years of related sales and industry experience * College Degree Preferred * State Life, Health Insurance license * LTC License preferred but not required * Requires in-depth knowledge and experience * Understands key business drivers; uses knowledge of best practices and the competition to improve processes and procedures * Experience with Salesforce and Concur strongly preferred * Must be detail oriented with strong organizational and time-management skills * Reliable with a sense of urgency and initiative; proactive vs. reactive * Curiosity to ask the right questions to uncover client needs * Collaborative team player, able to work with and through others * Proficient in computer skills-Microsoft Word, Excel & Outlook What We Offer: We're 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. The base salary range for this position is $89,000 - $121,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

GCG is currently seeking arelationship-driven, results-oriented **Regional Strategic Account Manager** to join our **Low Voltage team** . In this role, you'll report to the VP of our Security Integrators / Low Voltage team and you'll focus on engaging, educating, and entertaining key points of contact at branch-level technology integrator accounts in an assigned territory, building strong relationships with decision-makers, educating stakeholders, and fostering adoption of our low voltage connectivity solutions. You'll leverage your keen abilities to connect with people, overcome challenges, and deliver exceptional customer experiences to identify and engage branch level sales, engineering, and purchasing decision makers and drive adoption of our low voltage products. This role requires a proactive mindset, adaptability, and a strong ability to collaborate across teams while driving measurable outcomes. **While this role offers a remote work arrangement, 50% to 60% is required to facilitate customer-facing activity.** **What you'll do** **Branch Engagement** + Establish and nurture relationships with branch-level decision-makers, including application engineers, sales representatives, and buyers + Drive branch-level adoption of our solutions through personalized engagements such as in-person visits, technical training sessions, and tailored presentations + Execute a comprehensive engagement strategy by achieving milestones for priority branches: + **Engage** : Initiate contact and build trust through calls, emails, and meetings + **Educate** : Deliver product training sessions to highlight advantages and applications + **Entertain** : Strengthen relationships with key stakeholders through informal events and gatherings **Insights and Collaboration** + Gather actionable insights during engagements to share with the Sales Enablement and Marketing teams, supporting the development of tools and resources for deeper branch-level impact + Develop branch-specific case studies to demonstrate success stories and build internal momentum within accounts + Provide regular reports on engagement progress, challenges, and opportunities **What you'll bring** + Bachelor's degree in Business, Marketing, Communications, or related field preferred, or equivalent professional experience + Proven ability to build and maintain strong customer relationships + 5+ years of experience in sales, account management, or customer-facing roles, preferably in the technology integration space(security, fire, life safety, audio / visual, or IT networking); exposure to low-voltage wire and cable products preferred + Exceptional communication and presentation skills, with the ability to adapt messaging to diverse audiences + Highly organized and self-motivated, with excellent time management and prioritization skills + Familiarity with Salesforce or similar CRM platforms + Background in delivering technical training or workshops + **Willingness to travel 50-60% for in-person branch engagements** **What we offer** + **Competitive base salary** ranging from $120,000 to $135,000, dependent heavily on experience working with systems integrators and knowledge oflow-voltage cabling + **Comprehensive Health Coverage** : Multiple medical plan options (CDHP and PPO) to get you the coverage you need + **Robust Financial Security** : Company-paid life and disability insurance, 401(k) with company match, plus options for supplemental critical illness, accident, and hospital indemnity plans + **Generous Time Off** : PTO plan with paid holidays, paid parental leave, and paid compassionate care leave to support personal well-being and family needs + **Wellness & Support Programs** : Employee Assistance Program (EAP), wellness incentives, and telehealth access + **Extras That Matter** : Dental and vision plans, FSAs/HSAs with company contributions, pet insurance, legal services, and ID theft protection for peace of mind + **An employee-centric company** that values and truly appreciates our most important asset: You! **About GCG** At GCG, our mission is to power, connect, and automate our world. With the responsive DNA of a startup and the size of a global leader, we offer top brands and extensive value-added services that make us an invaluable partner to our customers in multiple industry verticals across the globe. We are committed to meeting the needs of our customers, while focusing attention on our responsibility to the environment, our associates and the communities we serve. _GCG is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees._ _All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training._ _These duties and responsibilities listed above are judged to be "essential functions" in terms of the Americans With Disabilities Act, or ADA. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Furthermore, the above statements are intended to describe the general nature and level of work being performed by a person in this position. They are not to be construed as an exhaustive list of all duties that may be performed by such a person._ _\#LI-AS1_ _\#LI-Remote_ **Job Locations** _US-Remote_ **ID** _2025-1966_ **Category** _Sales_ **Position Type** _Regular Full-Time_

GCG is currently seeking arelationship-driven, results-oriented **Regional Strategic Account Manager** to join our **Low Voltage team** . In this role, you'll report to the VP of our Security Integrators / Low Voltage team and you'll focus on engaging, educating, and entertaining key points of contact at branch-level technology integrator accounts in an assigned territory, building strong relationships with decision-makers, educating stakeholders, and fostering adoption of our low voltage connectivity solutions. You'll leverage your keen abilities to connect with people, overcome challenges, and deliver exceptional customer experiences to identify and engage branch level sales, engineering, and purchasing decision makers and drive adoption of our low voltage products. This role requires a proactive mindset, adaptability, and a strong ability to collaborate across teams while driving measurable outcomes. **While this role offers a remote work arrangement, 50% to 60% is required to facilitate customer-facing activity.** **What you'll do** **Branch Engagement** + Establish and nurture relationships with branch-level decision-makers, including application engineers, sales representatives, and buyers + Drive branch-level adoption of our solutions through personalized engagements such as in-person visits, technical training sessions, and tailored presentations + Execute a comprehensive engagement strategy by achieving milestones for priority branches: + **Engage** : Initiate contact and build trust through calls, emails, and meetings + **Educate** : Deliver product training sessions to highlight advantages and applications + **Entertain** : Strengthen relationships with key stakeholders through informal events and gatherings **Insights and Collaboration** + Gather actionable insights during engagements to share with the Sales Enablement and Marketing teams, supporting the development of tools and resources for deeper branch-level impact + Develop branch-specific case studies to demonstrate success stories and build internal momentum within accounts + Provide regular reports on engagement progress, challenges, and opportunities **What you'll bring** + Bachelor's degree in Business, Marketing, Communications, or related field preferred, or equivalent professional experience + Proven ability to build and maintain strong customer relationships + 5+ years of experience in sales, account management, or customer-facing roles, preferably in the technology integration space(security, fire, life safety, audio / visual, or IT networking); exposure to low-voltage wire and cable products preferred + Exceptional communication and presentation skills, with the ability to adapt messaging to diverse audiences + Highly organized and self-motivated, with excellent time management and prioritization skills + Familiarity with Salesforce or similar CRM platforms + Background in delivering technical training or workshops + **Willingness to travel 50-60% for in-person branch engagements** **What we offer** + **Competitive base salary** ranging from $120,000 to $135,000, dependent heavily on experience working with systems integrators and knowledge oflow-voltage cabling + **Comprehensive Health Coverage** : Multiple medical plan options (CDHP and PPO) to get you the coverage you need + **Robust Financial Security** : Company-paid life and disability insurance, 401(k) with company match, plus options for supplemental critical illness, accident, and hospital indemnity plans + **Generous Time Off** : PTO plan with paid holidays, paid parental leave, and paid compassionate care leave to support personal well-being and family needs + **Wellness & Support Programs** : Employee Assistance Program (EAP), wellness incentives, and telehealth access + **Extras That Matter** : Dental and vision plans, FSAs/HSAs with company contributions, pet insurance, legal services, and ID theft protection for peace of mind + **An employee-centric company** that values and truly appreciates our most important asset: You! **About GCG** At GCG, our mission is to power, connect, and automate our world. With the responsive DNA of a startup and the size of a global leader, we offer top brands and extensive value-added services that make us an invaluable partner to our customers in multiple industry verticals across the globe. We are committed to meeting the needs of our customers, while focusing attention on our responsibility to the environment, our associates and the communities we serve. _GCG is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees._ _All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training._ _These duties and responsibilities listed above are judged to be "essential functions" in terms of the Americans With Disabilities Act, or ADA. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Furthermore, the above statements are intended to describe the general nature and level of work being performed by a person in this position. They are not to be construed as an exhaustive list of all duties that may be performed by such a person._ _\#LI-AS1_ _\#LI-Remote_ **Job Locations** _US-Remote_ **ID** _2025-1966_ **Category** _Sales_ **Position Type** _Regular Full-Time_

The Role The Wealth Advisory Key Account Manager is responsible for working with Sales and Relationship Management to grow and evolve advisory business for Broker/Dealers, Banks, and RIAs. In this role you will provide dedicated managed account platform expertise to our intermediary clients and will be responsible for driving advisory platform adoption across our customer base. Key activities include: Operational support & coordination: maintain account plans, facilitate contract agreement execution, coordinate Quarterly Business Reviews (QBRs) with top tier clients, participate in RFPs/RFIs, conduct data analysis to inform sales pricing proposals and transition plans, coordinate new client onboarding with internal stakeholders Executional enablement: support VPs by preparing materials, tracking progress, and ensuring smooth execution of deployment and engagement plans Client experience support: assist in resolving client inquiries and ensuring consistent communication and follow-up The Expertise and Skills You Bring Bachelor's degree required; MBA preferred Financial intermediary channel experience preferred (Banks, Broker/Dealers, RIAs) Passionate about wealth management, advisory platforms, and investment solutions offered by Fidelity and across industry You deliver value to our customers seeking consultation on industry leading advisory platform/product capabilities from Fidelity Familiarity with clearing and custody services Minimum five years experience working with institutional wealth management clients Series 7, 63, 65/66 required Willing to travel 25-40% Note: Fidelity will not provide immigration sponsorship for this position. The Team Our team is well versed in understanding the trends, opportunities and challenges facing Fidelity Institutional clients, as well as designing and articulating how our fee-based advisory capabilities can help firms evolve their businesses and thrive through transformational change. We actively engage with clients and prospects to ensure the awareness and adoption of our various Wealth Advisory solutions to help them achieve their business growth, productivity and client satisfaction goals. We also play a key role in both communicating the FI Wealth Advisory Solutions vision and roadmap, as well as making sure Fidelity Institutional initiatives are aligned with our clients and prospective clients' business needs and priorities. The base salary range for this position is $100,000 - $160,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Relationship Management

As we continue to grow and expand our national footprint,Allied Wire & Cable, a GCG Company (******************************************************************************************* , is currently seeking a skilled Territory Sales Manager to take charge of growing business within **a territory that includes California, Nevada, Utah, & Colorado.** In this dynamic role, you will manage a robust book of accounts, serving as **a primary point of contact and field presence for new and existing accounts in the region.** You will collaborate closely with our Insides Sales team to **create strategic account plans, pursue new business opportunities, and drive revenue growth.** You'll spearhead territory account planning, conduct frequent onsite customer visits, prepare compelling proposals, relay valuable market insights, and fortify regional vendor relationships. To succeed, you'll need to showcase your strategic thinking, effective communication, impressive sales results, and unwavering customer-centric approach. Take this opportunity to make an impact and drive your career forward with a leader in wire and cable distribution! **This position offers a remote work arrangement but does require approximately 60% travel to customer sites within the assigned territory. Accordingly, being located within this territory is a requirement.** **What you'll do** + Create and implement account growth plans to expand business within the assigned sales territory + Utilize the Allied Sales Process to enhance current business and acquire new accounts + Develop innovative solutions to address customer issues and provide exceptional service + Maintain and update the CRM pipeline with accurate and up-to-date information + Gather and relay customer, competitor, and market insights to inform business leaders + Establish and nurture regional relationships with key/strategic vendors to leverage partnerships + Collaborate with Allied Wire & Cable's sourcing department to assist with demand planning activities + Initiate strategic growth plans and identify opportunities to close business effectively + Facilitate quarterly business review meetings, both internally and externally, to drive alignment and evaluate performance + Maintain up-to-date expense reporting **What you'll bring** + 5+ years of business-to-business outside sales experience preferably within wire, cable, and harnessing manufacturing or distribution + Bachelor's degree preferred + Demonstrated proficiency with Salesforce or comparable CRM + Ability to learn and utilize an ERP system + Ability to travel approximately 60% of the time within the assigned territory to visit customer facilities + Proficient in Microsoft Office applications (Word, Excel, PowerPoint) + Comfort working in a fast-paced, dynamic, metric-driven work environment + Strong communication skills in all forms (email, phone, virtual, face-to-face) + Demonstrated ability to achieve sales results, including creating sales forecasts and providing gap analysis + Organized and detail-oriented with a proven ability to work under tight deadlines + High level of skill in creating and delivering effective presentations to internal and external audiences + Excellent problem-solving abilities, including gathering and analyzing information and displaying business acumen + Customer-centric approach, with the ability to manage difficult situations, respond promptly to customer needs, and solicit feedback for service improvement + Strong collaborative skills, including providing and receiving feedback and contributing to a positive team morale **What we offer** + Competitive base salary of $115,000 to $125,000 per year commensurate with level of industry and outside sales experience; commissions based incentive plan + Robust and affordable benefits options, including medical, dental, vision, life insurance, short and long-term disability insurance, and more + Monthly auto allowance + PTO plan with company paid holidays + 401K with employer contribution + An employee-centric company that values and truly appreciates our most important asset: You! **About Allied Wire & Cable** **Allied Wire & Cable (AWC)** was founded in 1987 and acquired by **GCG** in 2021. We are a market-leading, value-added distributor of wire and cable-based connectivity and solutions. We proudly serve the industrial OEM, factory automation, communications, and building technology markets. **About GCG** At GCG, our mission is to power, connect, and automate our world. With the responsive DNA of a startup and the size of a global leader, we offer top brands and extensive value-added services that make us an invaluable partner to our customers in multiple industry verticals across the globe. We are committed to meeting the needs of our customers, while focusing attention on our responsibility to the environment, our associates and the communities we serve. _GCG is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees._ _All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training._ _These duties and responsibilities listed above are judged to be "essential functions" in terms of the Americans With Disabilities Act, or ADA. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Furthermore, the above statements are intended to describe the general nature and level of work being performed by a person in this position. They are not to be construed as an exhaustive list of all duties that may be performed by such a person._ \#LI-Remote \#LI-AS1 **Job Locations** _US-CA_ **ID** _2025-2000_ **Category** _Sales_ **Position Type** _Regular Full-Time_

Paige Water Solutions (************************ , a GCG Company, is currently seeking a driven **Account Manager** to grow and manage relationships across theprecision agriculture (***************************************************** ,irrigation & landscape lighting (************************************************************* , andsubmersible pump cable markets (************************************************* ! In this role, you will oversee an assigned territory that includes Colorado, Utah, New Mexico, Nevada, Montana, and Idaho, deepening partnerships with distributors and end users, uncovering new opportunities, and ensuring customers receive exceptional technical support and service. If you thrive in a competitive, solution-driven environment and enjoy building long-term relationships, this is an excellent opportunity to make a measurable impact in a growing business. **This role offers a remote work arrangement and requires approximately 25% travel to facilitate in person customer meetings and participation in industry events. To facilitate ease of travel within this territory, we are seeking candidates for this position that are located in the states of Colorado, Utah, New Mexico, or Nevada.** **What You'll Do** **Sales & Account Management** + Manage day-to-day activities for assigned accounts within the designated territory. + Develop new opportunities by prospecting beyond the existing customer base. + Communicate pricing, deliver accurate quotes, and follow through proactively to close opportunities. + Lead special program implementation and support customer training events. + Provide leadership and direction to the Sales Enablement Representative. **Order & Quote Management** + Enter orders accurately with correct dating and shipping details. + Price and manage quotes effectively, including demand communication and follow-up. + Ensure timely response to reactive customer needs (quotes, pricing, technical inquiries). **Market & Account Insights** + Gather market intelligence, including competitive pricing, customer business conditions, and complementary product influences. + Track project and opportunity progress using Salesforce, ensuring accurate forecasting and communication. + Participate in yearly rebate meetings, quarterly reviews, and regular account check-ins. **Collaboration & Communication** + Partner closely with the Director of Sales (programming, pricing, marketing, inventory, personnel). + Work with the Purchasing Manager to forecast inventory needs and support on-time availability. + Collaborate daily with the Sales Enablement Representative and Field Representatives for events, training, and project support. **Success Measures** + Achievement of personal and team revenue goals. + Maintaining profitable gross margins. + Effective use of Salesforce for account plans, revenue forecasts, and inventory forecasting. + Meeting objectives for freight cost, inventory turns, and on-time shipments. + Active participation in GCG & Paige leadership events and required LMS training. **What You'll Bring** + 4-5 years of B2B sales experience, preferably within distribution or the commercial irrigation space. + A valid driver's license, clean driving record, and ability to travel approximately 25% to facilitate in person customer meetings and participation in industry events + Strong sales principles, negotiation skills, and strategic account planning capabilities. + Excellent communication skills and the ability to sell in a competitive market. + High degree of professionalism, dependability, self-direction, and time management. + Ability to organize and balance multiple priorities in a fast-paced environment. + Strengths in relationship building, product knowledge, adaptability, and organization **What We Offer** + **Competitive base salary ranging from $100,000 to $115,000** plus **annual bonus** based on company and individual performance + **Comprehensive Health Coverage** : Multiple medical plan options (CDHP and PPO) to get you the coverage you need + **Robust Financial Security** : Company-paid life and disability insurance, 401(k) with company match, plus options for supplemental critical illness, accident, and hospital indemnity plans + **Generous Time Off** : PTO plan with paid holidays, paid parental leave, and paid compassionate care leave to support personal well-being and family needs + **Wellness & Support Programs** : Employee Assistance Program (EAP), wellness incentives, and telehealth access + **Extras That Matter** : Dental and vision plans, FSAs/HSAs with company contributions, pet insurance, legal services, and ID theft protection for peace of mind + **An employee-centric company** that values and truly appreciates our most important asset: You! **About Paige Water Solutions** Water is a precious resource-and delivering it where it needs to go requires resilience, innovation, and world-class engineering. Paige Water Solutions delivers high-performance wire, cable, and connectivity solutions for the toughest environments across agricultural irrigation, commercial and golf irrigation, residential irrigation, and submersible pump applications. With 65+ years of engineering expertise, custom cable capabilities, rigorous in-house testing, and a global supply chain, Paige is known for purpose-built products, exceptional service, and deep market understanding. Our commitment: **whatever it takes** to help our customers succeed. **About GCG** At GCG, our mission is to power, connect, and automate our world. With the responsive DNA of a startup and the size of a global leader, we offer top brands and extensive value-added services that make us an invaluable partner to our customers in multiple industry verticals across the globe. We are committed to meeting the needs of our customers, while focusing attention on our responsibility to the environment, our associates and the communities we serve. _GCG is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees._ _All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training._ _These duties and responsibilities listed above are judged to be "essential functions" in terms of the Americans With Disabilities Act, or ADA. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Furthermore, the above statements are intended to describe the general nature and level of work being performed by a person in this position. They are not to be construed as an exhaustive list of all duties that may be performed by such a person._ \#LI-Remote \#LI-AW1 **Job Locations** _US-CO_ **ID** _2025-1978_ **Category** _Sales_ **Position Type** _Regular Full-Time_

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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: ******************** Summary: The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a book of business under senior team member direction. Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager I is learning to manage the clients from start to finish but require a great deal of supervision and direction from more senior team members. Essential Duties and Responsibilities: * Preparing pre-renewal presentations for internal strategy sessions * Presenting pre-renewal presentations to clients with Account Executives * Collecting renewal information from clients in conjunction with preparing insurance submissions for annual renewal policies * Working with senior team members to send the request for proposals to applicable insurance carriers * Negotiating the insurance renewal with multiple insurance carriers * Reviewing quotes against submissions, current coverage, and alternative options * Preparing and presenting insurance proposal to clients * Reviewing policies to ensure accuracy * Creating and maintaining client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system. * Tracking ongoing account activities and facilitate regular update calls with the client * Tracking and update bordereaux's for any blanket policies (i.e. Builders Risk, Wrap Up) * Reviewing contracts and providing a thorough contract review to the client, working with owners insurance advisor if necessary * Working with Account Coordinator or Resource Team to issue certificates and invoices * Conducting marketing exercise for bids/tenders outside of annual programs * Presenting updates on claims to client * Assisting on billing questions from clients and insurance carrier 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: * Appropriately licensed or ability to obtain licensing if required What We Offer: We're 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. The base salary range for this position is $47,000.00 - $86,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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: ******************** Summary: The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a book of business under senior team member direction. Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager I is learning to manage the clients from start to finish but require a great deal of supervision and direction from more senior team members. Essential Duties and Responsibilities: * Preparing pre-renewal presentations for internal strategy sessions * Presenting pre-renewal presentations to clients with Account Executives * Collecting renewal information from clients in conjunction with preparing insurance submissions for annual renewal policies * Working with senior team members to send the request for proposals to applicable insurance carriers * Negotiating the insurance renewal with multiple insurance carriers * Reviewing quotes against submissions, current coverage, and alternative options * Preparing and presenting insurance proposal to clients * Reviewing policies to ensure accuracy * Creating and maintaining client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system. * Tracking ongoing account activities and facilitate regular update calls with the client * Tracking and update bordereaux's for any blanket policies (i.e. Builders Risk, Wrap Up) * Reviewing contracts and providing a thorough contract review to the client, working with owners insurance advisor if necessary * Working with Account Coordinator or Resource Team to issue certificates and invoices * Conducting marketing exercise for bids/tenders outside of annual programs * Presenting updates on claims to client * Assisting on billing questions from clients and insurance carrier 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: * Appropriately licensed or ability to obtain licensing if required What We Offer: We're 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. The base salary range for this position is $47,000.00 - $86,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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: ******************** Director - Business Development Main Job Tasks and Responsibilities Perform external wholesaler activities through insurance brokers and financial advisors nationwide representing Executive Life Solutions (ELS) products. ELS is a division of NFP Executive Benefits. Key Competencies * Communication skills - written and verbal * Planning and organizing * Problem assessment and problem solving * Attention to detail and accuracy * Flexibility * Adaptability * Benefit plan knowledge * Sales and closing skills * Presentation skills * Business development Areas of Focus * Work to develop sales of guaranteed issue term, universal and indexed universal life insurance through brokers and advisor partners * Generate sales * Develop a business plan to maximize market share and growth * Present ELS products and services to financial advisors knowledgeably and effectively so that they can clearly identify the benefits of the products relative to their competitors * Provide advisors with technical information, including a strong knowledge of the competitive landscape, financial markets and industry related topics * Work closely and communicate effectively with Sales Management * Drive a full schedule of appointments * Utilization of our contact management system (Salesforce) for activity * Manage travel and expense budget to assigned amount * Represent the complete offering of ELS products and services * Acquire new lead sources and customers * Lead all aspects of the sales process * Ensure a seamless transition of customer responsibility to account management team Expectations * Achieve assigned sales quota * Meet assigned expectations for profitability * Achieve new account acquisition targets * Work with NFP sales and marketing staff to develop strategy * Maintain pipeline of activity in Salesforce * Complete required training and development objectives within the assigned time frame Knowledge, Skills and Abilities * Strong Communication skills * 5+ years of related sales and industry experience * College Degree Preferred * State Life, Health Insurance license * LTC License preferred but not required * Requires in-depth knowledge and experience * Understands key business drivers; uses knowledge of best practices and the competition to improve processes and procedures * Experience with Salesforce and Concur strongly preferred * Must be detail oriented with strong organizational and time-management skills * Reliable with a sense of urgency and initiative; proactive vs. reactive * Curiosity to ask the right questions to uncover client needs * Collaborative team player, able to work with and through others * Proficient in computer skills-Microsoft Word, Excel & Outlook What We Offer: We're 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. The base salary range for this position is $89,000 - $121,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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: ******************** Summary: The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a book of business under senior team member direction. Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager I is learning to manage the clients from start to finish but require a great deal of supervision and direction from more senior team members. Essential Duties and Responsibilities: * Preparing pre-renewal presentations for internal strategy sessions * Presenting pre-renewal presentations to clients with Account Executives * Collecting renewal information from clients in conjunction with preparing insurance submissions for annual renewal policies * Working with senior team members to send the request for proposals to applicable insurance carriers * Negotiating the insurance renewal with multiple insurance carriers * Reviewing quotes against submissions, current coverage, and alternative options * Preparing and presenting insurance proposal to clients * Reviewing policies to ensure accuracy * Creating and maintaining client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system. * Tracking ongoing account activities and facilitate regular update calls with the client * Tracking and update bordereaux's for any blanket policies (i.e. Builders Risk, Wrap Up) * Reviewing contracts and providing a thorough contract review to the client, working with owners insurance advisor if necessary * Working with Account Coordinator or Resource Team to issue certificates and invoices * Conducting marketing exercise for bids/tenders outside of annual programs * Presenting updates on claims to client * Assisting on billing questions from clients and insurance carrier 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: * Appropriately licensed or ability to obtain licensing if required What We Offer: We're 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. The base salary range for this position is $47,000.00 - $86,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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: ******************** Summary: The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a book of business under senior team member direction. Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager I is learning to manage the clients from start to finish but require a great deal of supervision and direction from more senior team members. Essential Duties and Responsibilities: * Preparing pre-renewal presentations for internal strategy sessions * Presenting pre-renewal presentations to clients with Account Executives * Collecting renewal information from clients in conjunction with preparing insurance submissions for annual renewal policies * Working with senior team members to send the request for proposals to applicable insurance carriers * Negotiating the insurance renewal with multiple insurance carriers * Reviewing quotes against submissions, current coverage, and alternative options * Preparing and presenting insurance proposal to clients * Reviewing policies to ensure accuracy * Creating and maintaining client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system. * Tracking ongoing account activities and facilitate regular update calls with the client * Tracking and update bordereaux's for any blanket policies (i.e. Builders Risk, Wrap Up) * Reviewing contracts and providing a thorough contract review to the client, working with owners insurance advisor if necessary * Working with Account Coordinator or Resource Team to issue certificates and invoices * Conducting marketing exercise for bids/tenders outside of annual programs * Presenting updates on claims to client * Assisting on billing questions from clients and insurance carrier 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: * Appropriately licensed or ability to obtain licensing if required What We Offer: We're 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. The base salary range for this position is $47,000.00 - $86,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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: ******************** Summary: The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a book of business under senior team member direction. Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager I is learning to manage the clients from start to finish but require a great deal of supervision and direction from more senior team members. Essential Duties and Responsibilities: * Preparing pre-renewal presentations for internal strategy sessions * Presenting pre-renewal presentations to clients with Account Executives * Collecting renewal information from clients in conjunction with preparing insurance submissions for annual renewal policies * Working with senior team members to send the request for proposals to applicable insurance carriers * Negotiating the insurance renewal with multiple insurance carriers * Reviewing quotes against submissions, current coverage, and alternative options * Preparing and presenting insurance proposal to clients * Reviewing policies to ensure accuracy * Creating and maintaining client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system. * Tracking ongoing account activities and facilitate regular update calls with the client * Tracking and update bordereaux's for any blanket policies (i.e. Builders Risk, Wrap Up) * Reviewing contracts and providing a thorough contract review to the client, working with owners insurance advisor if necessary * Working with Account Coordinator or Resource Team to issue certificates and invoices * Conducting marketing exercise for bids/tenders outside of annual programs * Presenting updates on claims to client * Assisting on billing questions from clients and insurance carrier 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: * Appropriately licensed or ability to obtain licensing if required What We Offer: We're 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. The base salary range for this position is $47,000.00 - $86,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple 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: ******************** Summary: The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will research, analyze, and evaluate medical, life, disability and other benefit plans and act as a benefit advisor to clients. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Account Executive will have indirect supervision of team members, review work for accuracy and delegate work and projects to other members of the team to ensure client deliverables are completed timely and accurately. Essential Duties and Responsibilities: * Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers. * Develop and maintain ongoing relationships with clients; Act as the subject matter expert on Health & Welfare Benefits and vendor/carrier products and services. * Maintains a project plan to ensure client deliverables are provided on time. Delegates work to more junior team members to ensure completion. * Uses online carrier tools to develop quotations, prepare, pre-renewal information and update client proposal tables. (small market only) Understand and articulate alternative funding strategies. (large market only) * Build and maintain strong relationships with carriers, companies and clients. * Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues * Maintain relationships with carrier representatives in order to better understand available products and services in the marketplace and recommend them to clients. * Anticipate client needs and identify the strategies to solve them. * Review request for proposals and insurance plan analyses, negotiate with carriers and recommend renewal actions. Oversee implementations of new business. * Understand and articulate alternative funding strategies. * Work with director to develop and execute client strategy plan and defined deliverables. * Oversee open enrollment process for clients; Review employee presentations and communication materials. * Conduct and present annual client compliance audits. * Genuine understanding of client financial mechanics and projections. * Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues. Explain legislative guidelines including COBRA, HIPAA, ERISA, Section 125, and Health Care Reform to clients; Keep clients aware of updates on relevant guidelines. * Interpret plan rules to ensure compliance with Plan Documents and Summary Plan Descriptions (SPDs) * Review the work of the Account Managers on the team and provide informal mentorship to them. * Ensure all client data is entered into CRM System (Salesforce) in a timely manner. * Work with director to develop and execute client strategy plan and defined deliverables. Knowledge, Skills, and/or Abilities: * Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services * Ability to work independently and anticipate client and team needs * Effective time management and decision making skills * Diligent follow up skills; highly organized * Ability to express ideas clearly in both written and oral communications * Strong Microsoft Excel and PowerPoint skills * Commanding presentation and public speaking abilities * Self-Funding and Level Funding experience; ability to communicate the differences in funding options and guide clients through transitions Education and/or Experience: * BA/BS preferred * Typically more than 8 years industry and product line experience. * 4+ years of health and welfare consulting experience required. * Certificates, Licenses, Registration: * Life, Accident and Health Insurance License required. * GBA or CEBS Certification a plus. What We Offer: We're 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. The base salary range for this position is $56,000 to $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. NOTE: This opportunity is for future needs. We often recruit for this role due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Page.

Who We Are: NFP, an Aon company, is a multiple 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: ******************* Summary: The Account Manager II is responsible for working 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 verbal, electronic and other written communications. The Account Manager II will manage an assigned book of business handling endorsements, binding policies, setting up financing, issuing certificates, billing, and responding to requests and questions from the insured and underwriters. This person will also be involved in the renewal and marketing process. 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 efficiently and effectively respond to the needs of our insured's. 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. * Bind and endorse policies, issue certificates, bill invoices and request payments, and have contact with all assigned clients verbally and by email regularly. * Communicates directly with clients and carriers to obtain accurate information to market renewals. Prepare and send the request for renewal quotations to applicable insurance carriers and propose to insured. * Assists customers with reporting and follow up for claims. * Duties also include quoting policy changes setting up financing, collecting additional premium and down payments and ensuring carrier payments are received. * Responsible for updating and keeping client policy records in the agency management system. * Answers incoming calls and emails responding to client questions as needed. * Follows up on suspense items and outstanding information. 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 * 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: * Prior client service and/or industry and product line experience. Certificates, Licenses, Registration: * P&C Insurance License required. What We Offer: We're 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. The base salary range for this position is $47,000 to $86,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple 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: ******************* Summary: The Account Manager II is responsible for working 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 verbal, electronic and other written communications. The Account Manager II will manage an assigned book of business handling endorsements, binding policies, setting up financing, issuing certificates, billing, and responding to requests and questions from the insured and underwriters. This person will also be involved in the renewal and marketing process. 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 efficiently and effectively respond to the needs of our insured's. 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. * Bind and endorse policies, issue certificates, bill invoices and request payments, and have contact with all assigned clients verbally and by email regularly. * Communicates directly with clients and carriers to obtain accurate information to market renewals. Prepare and send the request for renewal quotations to applicable insurance carriers and propose to insured. * Assists customers with reporting and follow up for claims. * Duties also include quoting policy changes setting up financing, collecting additional premium and down payments and ensuring carrier payments are received. * Responsible for updating and keeping client policy records in the agency management system. * Answers incoming calls and emails responding to client questions as needed. * Follows up on suspense items and outstanding information. 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 * 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: * Prior client service and/or industry and product line experience. Certificates, Licenses, Registration: * P&C Insurance License required. What We Offer: We're 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. The base salary range for this position is $47,000 to $86,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple 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: ******************* Summary: The Account Manager II is responsible for working 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 verbal, electronic and other written communications. The Account Manager II will manage an assigned book of business handling endorsements, binding policies, setting up financing, issuing certificates, billing, and responding to requests and questions from the insured and underwriters. This person will also be involved in the renewal and marketing process. 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 efficiently and effectively respond to the needs of our insured's. 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. * Bind and endorse policies, issue certificates, bill invoices and request payments, and have contact with all assigned clients verbally and by email regularly. * Communicates directly with clients and carriers to obtain accurate information to market renewals. Prepare and send the request for renewal quotations to applicable insurance carriers and propose to insured. * Assists customers with reporting and follow up for claims. * Duties also include quoting policy changes setting up financing, collecting additional premium and down payments and ensuring carrier payments are received. * Responsible for updating and keeping client policy records in the agency management system. * Answers incoming calls and emails responding to client questions as needed. * Follows up on suspense items and outstanding information. 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 * 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: * Prior client service and/or industry and product line experience. Certificates, Licenses, Registration: * P&C Insurance License required. What We Offer: We're 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. The base salary range for this position is $47,000 to $86,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are: NFP, an Aon company, is a multiple 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: ******************* Summary: The Account Manager II is responsible for working 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 verbal, electronic and other written communications. The Account Manager II will manage an assigned book of business handling endorsements, binding policies, setting up financing, issuing certificates, billing, and responding to requests and questions from the insured and underwriters. This person will also be involved in the renewal and marketing process. 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 efficiently and effectively respond to the needs of our insured's. 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. * Bind and endorse policies, issue certificates, bill invoices and request payments, and have contact with all assigned clients verbally and by email regularly. * Communicates directly with clients and carriers to obtain accurate information to market renewals. Prepare and send the request for renewal quotations to applicable insurance carriers and propose to insured. * Assists customers with reporting and follow up for claims. * Duties also include quoting policy changes setting up financing, collecting additional premium and down payments and ensuring carrier payments are received. * Responsible for updating and keeping client policy records in the agency management system. * Answers incoming calls and emails responding to client questions as needed. * Follows up on suspense items and outstanding information. 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 * 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: * Prior client service and/or industry and product line experience. Certificates, Licenses, Registration: * P&C Insurance License required. What We Offer: We're 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. The base salary range for this position is $47,000 to $86,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

Who We Are Judith Heft & Associates works with busy high-net worth individuals, seniors and small businesses providing customized bookkeeping and bill paying services with the highest integrity and attention to detail. Summary: We are seeking a highly motivated and detail-oriented Bookkeeper to join our expanding team. In this full-time, remote position, you will play a crucial role in managing financial records while staying closely connected with a dynamic and collaborative team, despite the virtual environment. Working from 9 AM to 5:30 PM Eastern Time, you'll have the opportunity to grow within our organization, contributing to its success while enjoying the flexibility of remote work. Knowledge, Skills, and Abilities: * Proficient in QuickBooks Desktop, QBO, and Quicken (preferred). * Experienced in online/offline bill pay and reconciling accounts. * Skilled in managing accounts payable, receivables, and journal entries. * Capable of generating month-end client reports. * Strong knowledge of Outlook, Word, and Excel. * Experienced in managing multiple clients. * Able to handle confidential information with discretion. * Comfortable working with seniors. * Excellent attention to detail and discretion. * Excellent organization and time-management skills Education and Experience: * Certified Bookkeeper (or similar) preferred. * 5+ years of directly related experience. Diversity, Equity, Inclusion, and Belonging We are committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction. * Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status. * Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions. * Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. What We Offer Judith Heft & Associates 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. The base salary range for this position is $45,000-$55,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Judith Heft & Associates is an inclusive Equal Employment Opportunity employer.

Who We Are Judith Heft & Associates works with busy high-net worth individuals, seniors and small businesses providing customized bookkeeping and bill paying services with the highest integrity and attention to detail. Summary: We are seeking a highly motivated and detail-oriented Bookkeeper to join our expanding team. In this full-time, remote position, you will play a crucial role in managing financial records while staying closely connected with a dynamic and collaborative team, despite the virtual environment. Working from 9 AM to 5:30 PM Eastern Time, you'll have the opportunity to grow within our organization, contributing to its success while enjoying the flexibility of remote work. Knowledge, Skills, and Abilities: * Proficient in QuickBooks Desktop, QBO, and Quicken (preferred). * Experienced in online/offline bill pay and reconciling accounts. * Skilled in managing accounts payable, receivables, and journal entries. * Capable of generating month-end client reports. * Strong knowledge of Outlook, Word, and Excel. * Experienced in managing multiple clients. * Able to handle confidential information with discretion. * Comfortable working with seniors. * Excellent attention to detail and discretion. * Excellent organization and time-management skills Education and Experience: * Certified Bookkeeper (or similar) preferred. * 5+ years of directly related experience. Diversity, Equity, Inclusion, and Belonging We are committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction. * Equal Opportunity: We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status. * Culture Add Over Culture Fit: Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions. * Inclusive Excellence: We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business. Do you see yourself excelling in this position? Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences. What We Offer Judith Heft & Associates 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. The base salary range for this position is $45,000-$55,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Judith Heft & Associates is an inclusive Equal Employment Opportunity employer.