Affluent Personal Insurance Jr Account Manager (hybrid Alpharetta or remote

NFP, an Aon company; Atlanta (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 join their dynamic team. This entry-level role offers a unique opportunity to support the Private Client Group by assisting with client servicing, renewal processes, and marketing efforts. You will develop relationships with carriers and clients while working closely with a supportive account management team. With a focus on mentorship and professional growth, this hybrid position allows for flexibility and independence, making it an exciting opportunity for those looking to build a career in insurance. Join us and be part of a company that values collaboration and innovation.

Benefits

Competitive Salary

PTO

401(k) with Match

Health & Wellness Programs

Qualifications

• Entry-level role supporting client servicing and renewal processes.
• Over 2 years of client service experience preferred.

Responsibilities

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

Skills

Organizational Skills

Verbal Communication

Written Communication

Customer Service

Analytical Skills

Problem Solving

Attention to Detail

Relationship Building

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, renewal processes, marketing, and preparing presentation materials. The role involves significant independent discretion and relationship development with stakeholders, with mentorship from the account management team.

This is a full-time, hybrid role based in Alpharetta, GA, with remote options for experienced, P&C-licensed candidates on EST hours.

Essential Duties and Responsibilities:

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

Knowledge, Skills, and Abilities:

• Excellent organizational, verbal, and written communication skills.
• Self-confidence for independent decision-making.
• Ability to interact effectively with diverse stakeholders.
• Professional, courteous demeanor.
• Customer-focused with relationship-building skills.
• Proficiency in Microsoft Office; experience with EPIC and carrier systems preferred.
• Strong analytical, problem-solving, attention to detail, and decision-making skills.
• Adaptability to changing priorities and technology.

Education and Experience:

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

Licenses:

• P&C Insurance License required upon hire.

What We Offer:

Competitive salary, PTO, holidays, 401(k) with match, 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.