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: https://www.NFP.com.
Job Summary:
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. The Account Manager will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.
This is a full-time role (M-F), offering the flexibility of a hybrid schedule, with a minimum requirement of 1 day a week in our Southampton, NY office; other days from home. Skills requirements include middle-market and high-net-worth/private client group account servicing and consultative experience. Consideration will be given to remote hires who can demonstrate a high level of industry knowledge and experience in said markets.
Essential Duties and Responsibilities:
* Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
* Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation
* Revies proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive
* Creates and maintains client files in accordance with office procedures. Keeping client policy records in the agency management system
* First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary
Knowledge, Skills, and/or Abilities:
* Must be able to work a weekly hybrid schedule from our Southampton, Long Island office. Fully remote is not an option
* Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information
* Self-confident to make sound independent decisions
* Ability to successfully interact with a variety of people/personalities
* Strong leadership skills
* Possess technical expertise plus good analytical and problem-solving skills
* Ability to handle situations in a calm, courteous and professional manner
* Strong attention to detail, decision-making skills and problem resolution
* Fluency with MS Office Suite
* Fluency with AMS 360, EPIC or other agency management system experience required
* Flexibility and adaptability to changing priorities, deadlines and technology
Education and/or Experience:
* Property & Casualty License upon hire
* High School diploma or equivalent is required, with additional training/certifications preferred
* Typically, more than 3 years of industry and product line experience with a broker or carrier from a servicing perspective
* Experience in PL insurance required, including 2+ years of working with higher net-worth clientele, is preferred
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 $59,000 – $85,000. 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.
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