Personal Insurance Account Manager

4 weeks ago

Charleston, West Virginia, United States National Financial Partners Full time
NFP, an Aon company, is a multiple Best Places to Work award winner and a 5-Star Diversity, Equity and Inclusion (DEI) award winner from Insurance Business magazine. We are a consultative advisory organization that helps companies and individuals address their most significant risk, workforce, wealth management, and retirement challenges through custom solutions and a people-first approach. To learn more, please visit our website.

**Summary of Role:**

The Insurance Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. This role requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and 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, 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.

**Key Responsibilities:**

• Develop relationships with carrier and client contacts and take 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.
• Take the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begin to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive.
• Create and maintain client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
• Be the first line of answering billing questions from clients and insurance company personnel.

**Requirements:**

• 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.

**What We Offer:**

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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 $45,000-$95,000. 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.

**We are an Equal Opportunity Employer**

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