Senior Client Services Manager

2 weeks ago

Albany, New York, United States NFP Corp Full time

About NFP Corp

NFP Corp is a distinguished leader in the insurance sector, recognized multiple times as a premier workplace by Business Insurance. We have also received accolades for our commitment to Diversity, Equity, and Inclusion (DEI) from Insurance Business magazine. As an Elite Agency award recipient, we excel in providing comprehensive property and casualty brokerage, benefits consulting, wealth management, and retirement planning services. Our team of over 8,000 professionals is dedicated to delivering innovative solutions that drive client success through strategic partnerships with top-tier insurers, vendors, and financial institutions. For more information, please visit our website.

Role Overview

The AVP of Client Relations is a pivotal role that involves direct interaction with clients while collaborating with a dedicated team of internal Producers (Advisors) to enhance and expand their portfolio. In this capacity, the AVP will facilitate communication between Producers and the Account Management team, ensuring a smooth renewal process for clients, supporting Producers in acquiring and promoting new business, and effectively leveraging NFP's resources to benefit our clients. This position demands a robust understanding of various commercial insurance lines, a proactive mindset, and exceptional communication and follow-up capabilities.

Ideal Candidate Profile

This opportunity is well-suited for a seasoned Senior Commercial Lines Account Executive seeking to advance into a more senior advisory role while serving as a liaison between Producers and the marketing team, as well as providing advisory services to clients. Candidates should possess experience managing larger middle-market accounts and complex property and casualty risks.

Key Responsibilities

  • Address and fulfill client requests and action items throughout the year, including:
    • Responding to inquiries regarding new coverage, gathering necessary information on new companies, acquisitions, or projects, and coordinating with marketing for quotes while ensuring accuracy.
  • Regularly meet with assigned Producers to strategize on renewals and communication plans, addressing any client concerns.

Renewal Business Responsibilities:

  • Act as the primary communication link between Producers and the Account Management team to ensure timely progress of the renewal process; maintain a renewal calendar, conduct outreach, and provide effective updates to clients and advisors.
  • Present renewal proposals to clients, with or without the Producer's presence.
  • Document meeting outcomes and next steps, ensuring proper follow-through.

New Business Responsibilities:

  • Assist assigned Producers in obtaining complete submissions from prospects and follow up on open opportunities when submissions are incomplete.
  • Prepare and refine proposals from the Marketing team for presentation to prospects, with support from Producers.
  • Utilize Salesforce to enter and track leads for Producers.

Required Knowledge, Skills, and Abilities

  • Comprehensive knowledge of all aspects of commercial insurance coverage.
  • Ability to work autonomously and anticipate the needs of clients and team members.
  • Strong time management and decision-making skills.
  • Diligent follow-up abilities.
  • Clear communication skills, both written and verbal.
  • Proficiency in Microsoft Excel and PowerPoint.
  • Strong presentation and public speaking skills.
  • Willingness to work in a hybrid office environment.
  • Ability to conduct client visits within the tri-state area and accommodate regional travel, which may be approximately 50%.

Education and Experience Requirements

  • BA/BS degree preferred.
  • Over 8 years of experience in middle to large market commercial lines within the tri-state area.
  • Experience with EPIC and Salesforce systems is highly desirable; fluency in a comparable agency management system is required if not familiar with EPIC.

Licenses and Certifications

  • P&C Insurance Broker's license is mandatory.

Compensation and Benefits

We offer a competitive salary, paid time off, holidays, a 401(k) plan with matching contributions, exclusive discounts, health and wellness programs, and more. Our PeopleFirst culture emphasizes building and nurturing lasting relationships with our employees, as we are committed to supporting one another. The salary range for this position in the metro area is competitive and will be determined based on various factors, including experience, credentials, education, certifications, and the specific requirements of the role.

NFP Corp is an Equal Employment Opportunity employer.

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