Personal Risk Insurance Account Manager (hybrid, Southampton, NY)

NFP, an Aon company; Plainview (NY); Hybrid; USD 59,000 - 85,000; Full time

Job summary

NFP, an Aon company, is seeking a Personal Risk Insurance Account Manager for a hybrid role in Southampton, NY. Candidates will engage in significant client interactions and manage accounts with at least 3 years of industry experience required. This position offers competitive salary, PTO, and benefits while fostering a collaborative work culture.

Benefits

401(k) with match

Health & wellness programs

Competitive salary

PTO and holidays

Qualifications

• Over 3 years of industry experience, especially with broker or carrier servicing.
• Experience with property and casualty insurance and high-net-worth clients preferred.

Responsibilities

• Develop relationships with carriers and clients; participate in meetings.
• Prepare and send RFPs and draft renewal presentations.
• Maintain client files and policy records in the management system.

Skills

Excellent written communication

Decision-making

Interpersonal skills

Analytical problem-solving

Education

High School diploma or equivalent

Property & Casualty License

Tools

MS Office

AMS 360

EPIC

Job description

Personal Risk Insurance Account Manager (hybrid, Southampton, NY)

Join to apply for the Personal Risk Insurance Account Manager (hybrid, Southampton, NY) role at NFP, an Aon company.

About Us

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance and has earned the WORK180 employer endorsement. We are a team of consultative advisors and problem solvers dedicated to helping companies and individuals address risk, workforce, wealth management, and retirement challenges through customized, people-first solutions. To learn more, visit: NFP.com.

Job Summary

The Account Manager will work with Advisors/Client Executives and Account Executives to service client accounts, handle renewals, marketing processes, and prepare presentation materials. The role involves significant client interaction and independent decision-making. Developing relationships with clients and carrier contacts and proactively delivering services are key. Support for the Account Management Team may also be part of the role.

This is a full-time hybrid role (M-F), requiring at least 1 day/week in our Southampton, NY office; other days remote. Experience in middle-market and high-net-worth/private client servicing is required. Remote candidates with strong industry knowledge will also be considered.

Essential Duties

• Develop relationships with carriers and clients, participate in meetings
• Prepare and send RFPs, and draft renewal presentations
• Review proposals and source documents for accuracy, communicate with clients and carriers with supervisor approval
• Maintain client files and policy records in the management system
• Address billing questions, collaborating with the Accounting Department as needed

Knowledge, Skills, and Abilities

• Must work a hybrid schedule from Southampton, NY; remote alone is not an option
• Excellent written communication, editing, and presentation skills
• Confident decision-making and strong interpersonal skills
• Leadership qualities and technical expertise with analytical problem-solving skills
• Calm, professional demeanor in handling situations
• Proficiency with MS Office, AMS 360, EPIC, or similar systems
• Flexibility to adapt to changing priorities and technology

Education and Experience

• Property & Casualty License upon hire
• High School diploma or equivalent; additional certifications preferred
• Over 3 years of industry experience, especially with broker or carrier servicing
• Experience with property and casualty insurance, including high-net-worth clients, is preferred

What We Offer

Competitive salary, PTO, holidays, 401(k) with match, health & wellness programs, and more. Salary range: $59,000 – $85,000, determined by experience and location. Performance incentives may apply.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.