Private Client Group, Account Manager (MN - hybrid)

Aon plc; Minneapolis (MN); Hybride; USD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

401(k) with match

PTO & paid holidays

Health & wellness programs

Résumé du poste

NFP, an Aon company, provides risk, retirement and wealth solutions with a people-first approach. This P&C Private Client Group serves affluent clients across the United States and Canada, with headquarters in New York City and offices nationwide.

The Account Manager will service client accounts, manage renewals, prepare materials for presentations, and collaborate with Advisors, Client Executives and Account Executives, often working with independence.

Qualifications

• 3+ years of Personal Lines client service experience within an insurance brokerage or independent agency
• Experience with carriers such as Travelers, Safeco, Progressive, AutoOwners
• Proficiency with EPIC or similar agency management systems

Responsabilités

• Build relationships with carrier and client contacts; actively participate in meetings
• Prepare and send RFPs to carriers and summarize results; draft renewal presentations
• Review proposals and carrier source documents in collaboration with the Account Executive or Advisor/Client Executive
• Create and maintain client documents; keep policy records in the agency management system
• Utilize agency management system, rating system, and carrier websites
• Answer billing questions from clients and insurance company personnel

Connaissances

Client service

Relationship building

Verbal & written communication

Time management

Analytical thinking

Decision making

Microsoft Office

Formation

Associate's Degree

BA/BS preferred

HS diploma or equivalent

Outils

EPIC

Agency management system

Description du poste

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: .

Summary of Role:

P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty. We are a retail operation for affluent and wealthy individuals and families seeking personal lines products in the United States, parts of Europe, and Canada. Our headquarters are in New York City with offices across the country - specializing in insurance ranging from homeowners and auto to specialty lines, such as aircraft and watercraft.

TheAccount Manageris 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 in our Minneapolis, MN 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. 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 $60,000 - $80,000. 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.