Affluent Personal Insurance Account Manager (hybrid/remote, Northeast)
Company: NFP Corp
Location: White Plains
Posted on: March 8, 2023
Job Description:
Who We Are NFP is a six-time Best Places to Work award winner in
Business Insurance who has also earned the 5-Star Diversity, Equity
and Inclusion (DEI) award from Insurance Business magazine and the
WORK180 employer endorsement. We're a recognized Elite Agency award
winner and a leading property and casualty broker, benefits
consultant, wealth manager, and retirement plan advisor. NFP
provides solutions enabling client success through the expertise of
over 7,000 global employees, investments in innovative
technologies, and enduring relationships with highly rated
insurers, vendors and financial institutions. To learn more, please
visit: . Summary of Role The Account Manager (II) 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,
you will develop relationships with clients and carrier contacts
and work proactively to effectively and efficiently deliver
services to clients. In addition to managing your own clients, will
also continue to support the Account Management Team as assigned.
This role will ideally report to our Plainview, NY or Warrington,
PA office with a hybrid work schedule from either. We will consider
remote options forexperienced PCG/HNW candidates. Essential Duties
and Responsibilities
- Works proactively to develop relationships with carrier and
client contacts; takes an active role in meetings.
- Prepare and send the request for proposals to applicable
insurance carriers and spreadsheets results as they come in. Will
prepare the first draft of the renewal presentation.
- Takes the lead on reviewing 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. Responsible for keeping client policy records in the
agency management system.
- May be the first line of answering billing questions from
clients and insurance company personnel with assistance from the
Accounting Dept. when necessary. Knowledge, Skills, and/or
Abilities
- 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 on establishing and maintaining 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. Education and/or Experience
- P&C license upon hire
- Associate's degree or BA/BS preferred. HS Diploma or GED
required
- More than 3 years of client service and/or industry and product
line experience.
- Personal Lines/PCG coverage experience required
- Familiarity with major markets, such as AIG, Chubb/ACE, and
PURE
- In addition to familiarity with the major markets as mentioned
above, familiarity with carriers such as Travelers, Progressive,
and national flood is preferred
- Experience with Epic or other CRM
- Strong verbal and written communication skills
- Highly professional and self-motivated
- Excellent interpersonal skills with the ability to communicate
with clients, colleagues, and carriers
- Proficiency in Outlook, Word, and Excel 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 $47,400 - $78,000. 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.
Keywords: NFP Corp, White Plains , Affluent Personal Insurance Account Manager (hybrid/remote, Northeast), Executive , White Plains, New York
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