Account Manager, Personal Lines (Hybrid-Vermont or NY)

NFP Corp; Burlington (VT); Hybrid; USD 50,000 - 80,000; Full time

Job summary

Join a forward-thinking organization as a Personal Lines/Personal Risk Account Manager, where you will play a vital role in servicing client accounts. This position offers a blend of independent work and collaboration, allowing you to develop strong relationships with clients and carrier contacts. You will be responsible for managing the renewal process, preparing essential materials, and providing top-notch client service. With a flexible hybrid work schedule, this role is perfect for someone looking to thrive in a supportive and dynamic environment. If you have a passion for client service and a keen eye for detail, this opportunity is for you!

Benefits

Competitive Salary

PTO and Paid Holidays

401(k) with Match

Health and Wellness Programs

Exclusive Discount Programs

Qualifications

• 2+ years in client service/account management required.
• P&C Insurance License required upon hire.

Responsibilities

• Develop relationships with clients and carriers.
• Prepare proposals and renewal presentations.
• Manage client files and billing inquiries.

Skills

Verbal Communication

Written Communication

Customer Service

Analytical Skills

Problem-Solving

Microsoft Word

Microsoft Excel

Microsoft Outlook

Education

High School Diploma

Associate's Degree

Bachelor's Degree

Job description

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and 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: https://www.NFP.com.

Summary: The Personal Lines/Personal Risk Account Manager 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 a great deal of verbal, electronic and other written communications. The Account Manager will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.

This is a full-time position on a Monday through Friday schedule. We offer the flexibility of a hybrid work schedule with 3 days in one of our VT or Upstate NY offices and 2 days from home.

Essential Duties and Responsibilities:

• Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation.
• Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive.
• Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
• First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.

Knowledge, Skills, and/or Abilities:

• Highly organized with excellent verbal and written communication skills.
• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
• Ability to handle situations in a calm, courteous and professional manner
• Customer focused to establish and maintain effective relationships
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
• Ability to prioritize multiple tasks to meet deadlines
• Must be able to read, analyze and reconcile financial reports
• Possess strong analytical and problem-solving skills
• Sharp attention to detail, decision making skills, and problem resolution
• Flexibility and adaptability to changing priorities, deadlines and technology.

Education and/or Experience:

• High School diploma or equivalent is required. Associates or Bachelors preferred
• More than 2 years’ client service/account management and Personal Risk/Lines product experience.

Certificates, Licenses, Registration:

• P&C Insurance License required upon hire

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.