Personal Risk, Account Manager (Chicago - hybrid)

AON PLC; Chicago (IL); Hybrid; USD 65,000 - 73,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP is seeking an experienced Account Manager to independently manage and review clients' insurance programs, collaborating with internal teams, carriers, and underwriting partners to analyze coverage and pricing. The role emphasizes accuracy, proactive service, and a client-focused approach.

The position offers a hybrid schedule with most in-office days in downtown Chicago (Wednesdays required); remote options may be considered for well-qualified Personal Lines candidates to support a largely

Qualifications

• P&C Insurance License required upon hire.
• More than 3 years of Personal Lines experience in an insurance brokerage or independent agency.
• Experience with carriers such as Chubb, PURE, Berkley One, Cincinnati and Progressive.
• 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.

Responsibilities

• Proactively form relationships with carrier contacts.
• Prepare and send annual review requests to the service team and edit spreadsheet results; draft the final annual review document.
• Lead analysis of insurance programs and carrier source documents, noting changes to coverage and needed updates; communicate results to the team.
• Create and maintain client documents; keep policy records in the agency management system.
• Use EPIC, rating systems, and carrier websites for data and updates.

Skills

Organizational skills

Communication skills

Independence

Teamwork

Customer focus

MS Office

Time management

Contract analysis

Analytical thinking

Attention to detail

Education

Associate's Degree

BA/BS preferred

Tools

EPIC AMS

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:

This role is responsible for independently managing and conducting comprehensive reviews of clients' insurance programs. Working closely with internal team members, carriers, and underwriting partners, this role analyzes current coverage, investigates changes in risk and rate, finds opportunities for improvement, and develops recommendations that support optimal coverage and pricing. The ideal candidate is highly detail-oriented, proactive, and organized, with an investigative and customer service approach, strong analytical skills, and the ability to work both independently and collaboratively while maintaining accurate client information and delivering an exceptional service experience.

What's in it for You:

This role is ideal for an experienced Account Manager looking to transition from servicing a BOB to supporting the Account Management team on coverage analysis and recommendations.

We offer the flexibility of a hybrid schedule, with minimal days a week (Wednesdays required) in our downtown Chicago office. Working in the office is important for fostering collaboration and career connections. We will consider a remote option for well-qualified candidates with sufficient Personal Lines experience to support a book with some independence.

Essential Duties and Responsibilities:

• Works proactively to form relationships with carrier contacts.
• Prepare and send the requests for annual reviews to our service team and edit the spreadsheet results as they come in. Prepare the final draft of the annual review document.
• Takes the lead on analyzing insurance programs and carrier source documents for accuracy, changes to coverage and needed program updates. Communicates results directly with the team.
• Creates and maintains client documents in accordance with office procedures. Keep client policy records in the agency management system.
• Use EPIC agency management system, rating system, and carrier websites.

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 carrier contracts and documents
• 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

Certificates, Licenses, Registration:

• P&C Insurance License is required upon hire

Education and/or Experience:

• More than 3 years of Personal Lines experience. Must include experience with an insurance brokerage or independent insurance agency
• Demonstrated experience in relevant lines of coverage
• Demonstrated experience with related carriers such as Chubb, PURE, Berkley One, Cincinnati and Progressive
• 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

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 $65,000 – $73,000. 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