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

NFP; New York (NY); Remote; USD 59,000 - 80,000; Full time

Job summary

An established industry player is seeking an Account Manager to join their dynamic team. In this pivotal role, you will be responsible for servicing client accounts, managing renewals, and fostering strong relationships with clients and carriers. The ideal candidate will possess a background in Personal Lines with High-Net-Worth clients and demonstrate excellent communication and organizational skills. This position offers a hybrid work schedule, allowing for flexibility while working closely with a supportive team. Join a company that values a people-first approach and offers competitive compensation and benefits.

Benefits

Competitive Salary

Paid Time Off

401(k) with Match

Health & Wellness Programs

Exclusive Discount Programs

Qualifications

• Experience in managing Personal Lines with High-Net-Worth clients.
• Strong communication and analytical skills are essential.

Responsibilities

• Develop and maintain relationships with clients and carriers.
• Prepare proposals and manage client accounts independently.

Skills

Verbal Communication

Written Communication

Client Relationship Management

Analytical Skills

Problem-Solving

Organizational Skills

Interpersonal Skills

Decision-Making

Customer Focus

Time Management

Education

Bachelor's Degree

High School Diploma or GED

Tools

Microsoft Office (Word, Excel, Outlook)

Agency Management System/CRM

Epic

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 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.

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:

• Works proactively to develop relationships with carrier and client contacts. Jr. AMs may take an active role in meetings. Experienced AMs will lead these discussions.
• Prepare and send the request for proposals to applicable insurance carriers and document results as they come in. Participate in the renewal presentation.
• Participate in reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. 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.
• Ability to provide client support, develop and maintain relationships, and work independently on assigned accounts.
• Other duties and responsibilities as assigned.

Knowledge, Skills, and/or Abilities:

• Knowledge of Personal Lines with High-Net-Worth Account/Client Management experience. This must include experience at an independent agency or retail insurance brokerage.
• Highly organized with excellent verbal and written communication skills.
• Strong verbal and written communication skills as well as excellent interpersonal skills with the ability to communicate with clients, colleagues, and carriers.
• 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:

• Experience with servicing Personal Lines with High Net Worth Account/Client Management. This must include experience at an independent agency or retail insurance brokerage.
• A bachelor’s degree is preferred. HS Diploma or GED is required.
• At least 2 years of Personal Lines industry and product line experience is preferred.
• In addition to familiarity with the major markets as mentioned above, a familiarity with carriers such as Travelers and Progressive as well as The National Flood Ins. Program.
• Experience with an agency management system/CRM is required. Fluency with Epic is a plus.

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 $59,000.00– $80,000. 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.