Hybrid Personal Lines Insurance Account Manager

NFP, an Aon company; Chicago (IL); Hybrid; USD 47,000 - 65,000; Full time

Benefits offered by this job

PTO

401(k) with match

Health & wellness programs

Discount programs

Two Global Wellbeing Days

Job summary

NFP, an Aon company, is a leading insurance consulting firm providing risk, retirement and wealth management solutions. The Account Manager will service client accounts, renewals and marketing, and collaborate with Advisors/Account Executives to deliver high-quality client service.

The role emphasizes relationship-building with clients and carriers, with daily communications, presentations, and documentation in the agency system.

Qualifications

• More than 3 years of Personal Lines client service experience in an insurance brokerage or independent agency.
• Demonstrated experience with carriers such as Travelers, Safeco, Progressive, AutoOwners.
• Fluency with EPIC or similar agency management system.

Responsibilities

• Service client accounts and manage renewals and marketing processes.
• Prepare materials for presentations and communications; support senior team members.
• Develop relationships with clients and carrier contacts.
• Maintain client documents and policy records in agency systems.
• Collaborate with Account Executives/Advisors to deliver services.
• Assist with billing questions and carrier interactions.

Skills

Organized

Verbal and written communication

Independent decision-making

Interpersonal teamwork

Customer-focused

MS Office (Word, Excel, Outlook)

Prioritizing tasks

Financial report analysis

Analytical skills

Attention to detail

Adaptability

Education

Associate's Degree or higher

Tools

EPIC system

Job description

NFP, an Aon company, is a leading insurance consulting firm providing risk, retirement and wealth management solutions. The Account Manager will service client accounts, renewals and marketing, and collaborate with Advisors/Account Executives to deliver high-quality client service.

The role emphasizes relationship-building with clients and carriers, with daily communications, presentations, and documentation in the agency system.