Affluent Personal Insurance Jr Account Manager (hybrid Alpharetta or remote)

NFP; Alpharetta (GA); Remote; USD 41,000 - 70,000; Full time

Job summary

Join a forward-thinking organization as an entry-level Account Manager, where you'll support the Private Client Group in delivering exceptional service to clients. This role offers a blend of independence and collaboration, allowing you to develop essential skills while working with a dynamic team. With mentorship from experienced professionals, you'll engage in meaningful interactions, manage client accounts, and contribute to the renewal and marketing processes. Enjoy a flexible hybrid schedule and a supportive culture that prioritizes personal and professional growth. This is your chance to kickstart a rewarding career in a vibrant and inclusive workplace.

Benefits

Competitive Salary

PTO & Paid Holidays

401(k) with Match

Health & Wellness Programs

Exclusive Discount Programs

Qualifications

• HS Diploma required; Associate's degree preferred.
• 2+ years client service or industry experience needed.

Responsibilities

• Assist with remarketing and renewal processes for clients.
• Develop relationships with carriers and clients effectively.
• Prepare proposals and maintain accurate client files.

Skills

Verbal Communication

Written Communication

Microsoft Office

Customer Service

Analytical Skills

Problem-Solving

Attention to Detail

Relationship Building

Education

High School Diploma

Associate's Degree

Tools

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: NFP.com.

Job Summary: This is an entry-level Account Manager role. In this role, you will support the Private Client Group (PCG) Account Management team with the servicing of their accounts. You will assist them with their day-to-day client servicing. This entails a great deal of verbal, electronic, and other written communications. You will assist them with the renewal and marketing process and prepare materials for presentations and communications. Work is completed with a significant amount of independent discretion. While in this role, you should be developing relationships with all stakeholders and work proactively to effectively and efficiently deliver services. You will have mentorship by the account management teams to support your growth.

This is a full-time role with the flexibility of a hybrid schedule from our Alpharetta, GA office. We will consider a remote opportunity for experienced and P&C licensed candidates, who can work on EST work hours.

Essential Duties and Responsibilities:

• Assist the team with the remarketing process as part of the renewal process.
• Work proactively to develop relationships with carrier and client contacts; may take an active role in meetings.
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheet results as they come in.
• Review annual client reviews for accuracy in collaboration with the Account Management Team.
• Begin to communicate directly with carriers with approval from the Account Management Team.
• Create and maintain client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
• Assist team with answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
• Assist with answering main phone line.
• Other duties and responsibilities as assigned.

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
• Fluency with EPIC and carrier systems preferred
• 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:

• HS Diploma or equivalent required. An associate's degree or other education and training is preferred
• More than 2 years’ client service and/or industry and product line experience

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 $41,000.00 – $70,000.00. 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.