Personal Lines Account Manager (Chicago - hybrid)

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

Posting 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 world 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.

Summary Of Role

The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. You will manage the renewal and marketing process and prepare materials for presentations and communications, partnering with more senior team members. Work is completed with a significant amount of independent discretion. While in this role, you will 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, you may also continue to support the Account Management Team as assigned.

We offer the flexibility of a hybrid schedule, minimal days a week (Wednesdays required) in our Chicago office. Working in the office is essential for fostering collaboration and career connections.

Essential Duties And Responsibilities

• Works proactively to build relationships with carrier and client contacts; takes an active role in meetings.
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare the first draft of the 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 documents in accordance with office procedures. Keep client policy records in the agency management system.
• Utilize agency management system, rating system, and carrier websites.
• The first line of answering billing questions from clients and insurance company personnel.

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
• Must be able to read, analyze and reconcile financial reports
• 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

• More than 3 years of Personal Lines client service experience. Must include experience with an insurance brokerage or independent insurance agency
• Demonstrated experience in relevant lines of coverage and running a book of business
• Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners
• Fluency with EPIC or similar agency management system
• Associate's Degree (or equivalent) or BA/BS preferred. HS Diploma or equivalent with additional education/training required.

Certificates, Licenses, Registration

• P&C Insurance License is 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.

The base salary range for this position is $47,000 - $65,000. 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.-JS3

How We Support Our Colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at [e-mail] or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.