Personal Risk Account Manager

3 days ago

United States National Financial Partners Full time
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.

Summary of Role:

The Personal Lines/Personal Risk Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. You will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. You will prepare materials for presentations and communications and assist team members with day-to-day client servicing. At this level, you will take an active role in client meetings. While in this role, you will be developing and maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. You should be experienced in account managment and prepared to manage your own book of business.

This is a full-time role based in our Wilmington, NC office. Standard work hours are MondayFriday, 8:30 a.m.5:00 p.m. EST. An in-office presence is required to support collaboration, business learning, and our exceptional client service model. Candidates within a reasonable commuting distance must work onsite (hybrid option may be available) Monday through Friday. A remote option may be considered only for highly experienced, P&C-licensed professionals who live outside a regular commuting distance but remain within the EST/Mid-Atlantic region and can report on site if required.

Essential Duties and Responsibilities for Licensed Account Manager:
  • Works proactively to maintain relationships with carrier and client contacts. Lead client meetings for accounts assigned to them.
  • The Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.
  • Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.
  • Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system.
  • Will have an assigned book of business.
Knowledge, Skills, and/or Abilities:
  • 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 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.
  • Intermediate level of experience in agency management system(s)
  • Ability to prioritize multiple tasks to meet deadlines.
  • 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:
  • Typically, more than 2 years of Personal Lines experience. Recent retail brokerage or agency experience is required
  • Experience with East Coast markets preferred
  • EPIC agency management system or similar system experience is required
  • HS Diploma or equivalent is required; a dditional education and/or related training is preferred
Certificates, Licenses, Registration:
  • A 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 $47,000 $63,000. 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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