Affluent Personal Lines Account Manager (N.East-hybrid or remote)

NFP; United States; Remote; USD 59,000 - 77,000; Full time

Job summary

NFP, a leading organization in risk management, is seeking an Account Manager. This role involves servicing client accounts, managing proposals, and fostering relationships with clients and insurance carriers. With a focus on exceptional communication and problem-solving skills, the ideal candidate will thrive in a dynamic environment. Competitive salary and benefits including PTO, 401(k), and wellness programs are offered to support our employees' well-being.

Benefits

401(k) with match

Health & wellness programs

Paid holidays

Exclusive discount programs

Qualifications

• More than 3 years of industry experience preferred.
• Experience with Personal Lines/PCG coverage required.
• Proficiency in CRM and major market familiarity (AIG, Chubb).

Responsibilities

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

Skills

Communication

Problem-Solving

Analytical skills

Customer Focus

Time Management

Education

High School Diploma or equivalent

Property & Casualty Broker's License

CIC, CPCU or other P&C designation

Tools

Microsoft Office (Word, Excel, Outlook)

CRM software

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 is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires daily 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 should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing your own clients (small BOB), you will also continue to support the Account Management Team as assigned.

This role will ideally report to our Plainview, NY or Warrington, PA office with a hybrid work schedule from either. We will consider a remote option forexperienced PCG/HNW candidates within the East Coast who are familiar with such markets.

Essential Duties and Responsibilities:

• Works proactively to develop relationships with carrier and client contacts and take an active role in meetings.
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheet 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 following office procedures. Keep 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
• 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 with additional training or education preferred
• Typically, more than 3 years of industry and product line experience
• Personal Lines/PCG coverage experience required
• Familiarity with major markets, such as AIG, Chubb/ACE, and PURE
• Proficiency in Outlook, Word, and Excel
• CRM experience required. EPIC experience is highly desired

Certificates, Licenses, Registration:

• Property & Casualty Broker's License required upon hire
• CIC, CPCU or other P&C designation preferred

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 – $77,000. 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.