Affluent Personal Insurance Jr Account Manager (hybrid Alpharetta or remote

NFP, an Aon company; Alpharetta (GA); Hybrid; USD 41,000 - 70,000; Full time

Job summary

An established industry player is seeking an Affluent Personal Insurance Jr Account Manager to support the Private Client Group. This entry-level position offers a hybrid work schedule and involves assisting with client servicing, relationship development, and the renewal process. The ideal candidate will be highly organized, possess excellent communication skills, and be proficient in Microsoft Office. Join a team that values a people-first approach and offers competitive salary and benefits, including a 401(k) match and health programs. This role is perfect for someone looking to grow in the insurance industry while making a positive impact on clients' lives.

Benefits

Competitive Salary

PTO

401(k) with Match

Health & Wellness Programs

Discounts

Qualifications

• Entry-level role supporting client servicing and relationship development.
• Requires P&C Insurance License upon hire and over 2 years of client service experience.

Responsibilities

• Assist with renewals and develop relationships with clients and carriers.
• Prepare RFPs and maintain client files and policy records.

Skills

Organizational Skills

Communication Skills

Analytical Skills

Problem-Solving Skills

Attention to Detail

Education

High School Diploma

Associate's Degree

Tools

Microsoft Office

EPIC

Job description

Affluent Personal Insurance Jr Account Manager (hybrid Alpharetta or remote)

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

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:

This is an entry-level Account Manager role supporting the Private Client Group (PCG). You will assist with client servicing, including communication, renewal, marketing processes, and preparing presentation materials. The role involves independent discretion, relationship development, and mentorship for growth. It is a full-time position with a hybrid schedule from Alpharetta, GA, with remote consideration for experienced and P&C licensed candidates working EST hours.

Essential Duties and Responsibilities:

1. Assist with the remarketing process during renewals.
2. Develop relationships with carriers and clients, participating in meetings.
3. Prepare and send RFPs to insurance carriers; spreadsheet results.
4. Review annual client reviews for accuracy with the team.
5. Communicate directly with carriers with team approval.
6. Maintain client files and policy records.
7. Assist with billing questions, with support from Accounting.
8. Answer main phone line and perform other duties as assigned.

Knowledge, Skills, and Abilities:

• Highly organized with excellent communication skills.
• Self-confident, able to make independent decisions.
• Effective in team and autonomous settings.
• Professional, courteous, and client-focused.
• Proficient in Microsoft Office; experience with EPIC and carrier systems preferred.
• Strong analytical, problem-solving, and attention to detail skills.
• Flexible with changing priorities and deadlines.

Education and Experience:

• HS Diploma or equivalent required; associate’s degree or higher preferred.
• Over 2 years of client service and/or industry experience.

Certificates, Licenses, and Registrations:

• P&C Insurance License required upon hire.

What We Offer:

Competitive salary, PTO, holidays, 401(k) with match, discounts, health & wellness programs, and more. Salary range: $41,000 - $70,000, determined by experience and location. Performance incentives may apply.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.