Insurance Account Manager: Client Relationships & Renewals

NFP, an Aon company; Minneapolis (MN); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

NFP, an Aon company, is a leading advisory firm helping clients address risk, wealth, and retirement challenges. We seek an Account Manager to service client accounts, manage renewals, and prepare carrier materials with input from senior team members.

You will develop ongoing client relationships, communicate with carriers, and contribute to effective service delivery, in a hybrid Minneapolis office environment.

Qualifications

• Minimum 3+ years in Personal Lines client service within an insurance brokerage or agency.
• Experience with carriers such as Travelers, Safeco, Progressive, AutoOwners.
• Fluency with EPIC or similar agency management systems.

Responsibilities

• Service client accounts day-to-day and support renewal processes.
• Prepare renewal pitches, proposals, and carrier communications.
• Collaborate with Advisors/Client Executives and Account Executives.
• Maintain client documents and policy records in the agency system.
• Handle billing questions and assist with carrier pricing and sources.

Skills

Organization

Communication

Independence

Customer focus

MS Office

Task prioritization

Financial literacy

Analytical skills

Attention to detail

Adaptability

Education

Associate degree or BA/BS preferred

Tools

EPIC

Job description

NFP, an Aon company, is a leading advisory firm helping clients address risk, wealth, and retirement challenges. We seek an Account Manager to service client accounts, manage renewals, and prepare carrier materials with input from senior team members.

You will develop ongoing client relationships, communicate with carriers, and contribute to effective service delivery, in a hybrid Minneapolis office environment.