Affluent Personal Insurance Jr. Account Manager/Account Manager (hybrid NYC

NFP, an Aon company; Harrisburg (Dauphin County); Hybrid; USD 59,000 - 80,000; Full time

Job summary

An established industry player is seeking an Affluent Personal Insurance Account Manager to join their dynamic team. This role offers the opportunity to work closely with clients and advisors, managing high-net-worth accounts with a focus on personalized service. You will be responsible for the renewal process, proposal preparation, and maintaining strong relationships with clients and carriers. With a hybrid work schedule available, this position is perfect for individuals who thrive in a collaborative environment while also enjoying the autonomy of independent decision-making. Join a company committed to excellence and a people-first approach.

Benefits

Competitive Salary

PTO & Holidays

401(k) with Match

Health & Wellness Programs

Employee Discounts

Qualifications

• 2+ years of experience servicing Personal Lines with High-Net-Worth clients.
• Strong organizational skills and ability to prioritize tasks.

Responsibilities

• Develop relationships with clients and carriers; manage client accounts.
• Prepare proposals and maintain accurate client files.

Skills

Personal Lines Knowledge

Client Management

Communication Skills

Interpersonal Skills

Analytical Skills

Problem-Solving Skills

Education

Bachelor’s Degree

High School Diploma or GED

Tools

Microsoft Office (Word, Excel, Outlook)

Agency Management Systems/CRM

Epic

Job description

Affluent Personal Insurance Jr. Account Manager/Account Manager (hybrid NYC)

Join to apply for the Affluent Personal Insurance Jr. Account Manager/Account Manager (hybrid NYC) role at NFP, an Aon company.

Get AI-powered advice on this job and more exclusive features.

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: https://www.NFP.com.

Job Summary

The Account Manager (AM) 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, you will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. This role is open for either a Jr. Level Account Manager who will support the account management team, or an Account Manager who has serviced their own book of business and will do so in this role. Title and salary will be commensurate with knowledge and experience.

This role will ideally report to our NYC, Wall Street office on a hybrid work schedule. We will consider remote options for highly qualified candidates with experience in High-Net-Worth Personal Lines who can work a full-time schedule in Eastern Standard Time.

Essential Duties And Responsibilities

• Develop relationships with carrier and client contacts; Jr. AMs may participate in meetings, while experienced AMs will lead discussions.
• Prepare and send requests for proposals to insurance carriers; document results and participate in renewal presentations.
• Review proposals and source documents for accuracy in collaboration with team members; communicate directly with clients and carriers with approval.
• Create and maintain client files according to office procedures; manage client policy records in the agency management system.
• Provide client support, develop relationships, and work independently on assigned accounts.
• Perform other duties as assigned.

Knowledge, Skills, And/or Abilities

• Knowledge of Personal Lines with High-Net-Worth Account/Client Management experience, from an independent agency or retail brokerage.
• Highly organized with excellent communication skills.
• Strong interpersonal skills; ability to communicate effectively with clients, colleagues, and carriers.
• Self-confident in making independent decisions.
• Ability to work well both independently and in a team environment.
• Calm, courteous, and professional demeanor.
• Customer-focused; capable of establishing and maintaining relationships.
• Intermediate proficiency in Microsoft Office (Word, Excel, Outlook).
• Ability to prioritize tasks and meet deadlines.
• Strong analytical, problem-solving, and decision-making skills.
• Attention to detail and adaptability to changing priorities.

Education And/or Experience

• Experience servicing Personal Lines with High-Net-Worth clients, at an independent agency or retail brokerage.
• Bachelor’s degree preferred; HS Diploma or GED required.
• At least 2 years of relevant industry experience preferred.
• Familiarity with carriers such as Travelers, Progressive, and The National Flood Insurance Program.
• Experience with agency management systems/CRM, especially Epic, is a plus.

Certificates, Licenses, Registration

• P&C Insurance License required upon hire.

What We Offer

Competitive salary, PTO & holidays, 401(k) with match, discounts, health & wellness programs, and more. Base salary range: $59,000–$80,000, determined by experience, credentials, education, certifications, skill level, position scope, and location. Performance incentives may also apply.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.