P&C/Affluent Personal Insurance/Private Client Sr. Account Manager (hybrid Charlotte or EST Remote)

NFP; Charlotte (NC); Hybrid; USD 57,000 - 90,000; Full time

Job summary

A leading insurance firm in Charlotte, NC is seeking a Senior Account Manager to manage VIP client accounts. This role involves client communications, managing renewals, and collaboration with Account Executives. Ideal candidates will have over 5 years of experience in the insurance industry, with strong communication skills and the ability to thrive in a hybrid working environment. The role offers a competitive salary between $57,000 – $90,000, with performance-based incentives.

Benefits

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Qualifications

• More than 5 years of industry and P&C product line experience.
• Minimum of 2-3 years in High-Net-Worth personal insurance service.
• P&C Insurance License required upon hire.

Responsibilities

• Manage relationships with carrier and client contacts.
• Lead client meetings for assigned accounts.
• Communicates directly with clients and carriers.

Skills

Highly organized

Excellent verbal and written communication

Customer-focused

Strong analytical and problem-solving skills

Intermediate Microsoft Office skills

Ability to prioritize tasks

Education

BA/BS or insurance industry training and/or license

Tools

EPIC

Agency management system

Job description

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

The Senior Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day-to-day client and account management for a book of high-profile, VIP clientele, which entails a significant amount of verbal, electronic, and written communications. You will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, you will prepare materials for presentations and communications, in collaboration with more senior team members. At this level, the Senior Account Manager takes an active speaking role in client meetings. While in this role, you will be maintaining relationships with clients and carrier contacts. This is not a new-business producer sales role. You will initially be in a shared-servicing role on a book of business. Your growth will lead you to managing your own clients and getting exposure to larger/complex accounts.

This is a full-time, hybrid role based in our Charlotte, NC office, with minimal in-office requirements. We will consider a remote option for candidates who live within a commutable distance and can travel to the office a few days per month as needed. Remote eligibility will depend on your experience level and insurance industry knowledge. All candidates must be able to work on an Eastern Time (EST) schedule.

Essential Duties and Responsibilities

• Works proactively to maintain relationships with carrier and client contacts on an assigned book of business. Take the lead on client meetings for assigned accounts.
• The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.
• Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.
• Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system.

Knowledge, Skills, and/or Abilities

• Highly organized with excellent verbal and written communication skills.
• Self-confident to make sound independent decisions.
• Able to work overtime as necessary.
• 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.
• Intermediate level of experience in agency management system(s). EPIC is highly preferred.
• Ability to prioritize multiple tasks to meet deadlines with strong time management skills.
• Possess strong analytical and problem-solving skills.
• Self-confident to make sound independent decisions while displaying a team mindset
• Possess sharp attention to details, decision-making and problem resolution skills.
• Flexibility and adaptability to changing priorities, deadlines and technology.

Education and Experience

• More than 5 years of industry and P&C product line experience
• Ideal candidate will have a minimum of 2-3 years in High-Net-Worth personal insurance service
• Experience with EPIC or other client management CRM
• Must understand and apply the knowledge of high-level and high-touch points in client management
• BA/BS or insurance industry training and/or license preferred. High school diploma or equivalent is required

Certificates, Licenses, Registration

• P&C Insurance License required upon hire

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 $57,000 – $90,000. 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.

NAAIA2025

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.