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Client Service Representative

2 months ago

Brockton, Massachusetts, United States NFP Full time

About the Role

NFP, a leading insurance broker and consultant, is seeking a highly organized and customer-focused Account Executive to join our team. As an Account Executive, you will be responsible for working closely with Advisors/Client Executives and Account Executives to service client accounts, supporting them in day-to-day account management and ensuring timely renewal and marketing processes.

Key Responsibilities

  • Work proactively to maintain relationships with carrier and client contacts, leading client meetings as needed.
  • Manage the renewal and marketing process from start to finish, in collaboration with Account Executives and Advisors.
  • Communicate directly with clients and carriers, ensuring seamless service delivery.
  • Create and maintain client files, keeping policy records up-to-date in our agency management system.
  • Manage an assigned book of business, driving growth and client satisfaction.

Requirements

  • Highly organized with excellent verbal and written communication skills.
  • Self-confident to make sound independent decisions.
  • Able to work overtime as necessary.
  • Ability to successfully interact with a variety of people and function well in a team environment.
  • Customer-focused to establish and maintain effective relationships.
  • Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook.
  • Intermediate level of experience in agency management system(s).
  • 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, paid holidays, 401(k) with match, exclusive discount programs, health and 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.