NFP, an Aon company
Affluent Personal Insurance Account Manager (hybrid Charlotte or EST Remote
NFP, an Aon company, Palmerton, Pennsylvania, United States
Overview
P&C/Affluent Personal Insurance/Private Client Senior Account Manager (hybrid) Base pay range: $57,000.00/yr - $90,000.00/yr This is a full-time, hybrid role based in Charlotte, NC with minimal in-office requirements. Remote options may be available for candidates who live within a commutable distance and can travel to the office a few days per month as needed. All candidates must be able to work on an Eastern Time (EST) schedule. Essential Duties And Responsibilities
Works proactively to maintain relationships with carrier and client contacts on an assigned book of business. Take the lead on client meetings for assigned accounts. Manage the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. Communicate directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive. Create and maintain client files in accordance with office procedures. Keep client policy records in the agency management system. 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 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 (Word, Excel, Outlook). Intermediate level of experience in agency management systems; EPIC is highly preferred. Ability to prioritize multiple tasks to meet deadlines with strong time management skills. Strong analytical and problem-solving skills. Flexibility and adaptability to changing priorities, deadlines and technology. Education And Experience
More than 5 years of industry and P&C product line experience. Ideal candidate will have a minimum of 2-3 years in High-Net-Worth personal insurance service. Experience with EPIC or other client management CRM. Understanding and application of high-level and high-touch points in client management. BA/BS or insurance industry training and/or license preferred; high school diploma or equivalent required. Certificates, Licenses, Registration
P&C Insurance License 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 $57,000 – $90,000. 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. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. Seniority level
Not Applicable Employment type
Full-time Job function
General Business, Other, and Administrative Industries: Insurance
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P&C/Affluent Personal Insurance/Private Client Senior Account Manager (hybrid) Base pay range: $57,000.00/yr - $90,000.00/yr This is a full-time, hybrid role based in Charlotte, NC with minimal in-office requirements. Remote options may be available for candidates who live within a commutable distance and can travel to the office a few days per month as needed. All candidates must be able to work on an Eastern Time (EST) schedule. Essential Duties And Responsibilities
Works proactively to maintain relationships with carrier and client contacts on an assigned book of business. Take the lead on client meetings for assigned accounts. Manage the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. Communicate directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive. Create and maintain client files in accordance with office procedures. Keep client policy records in the agency management system. 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 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 (Word, Excel, Outlook). Intermediate level of experience in agency management systems; EPIC is highly preferred. Ability to prioritize multiple tasks to meet deadlines with strong time management skills. Strong analytical and problem-solving skills. Flexibility and adaptability to changing priorities, deadlines and technology. Education And Experience
More than 5 years of industry and P&C product line experience. Ideal candidate will have a minimum of 2-3 years in High-Net-Worth personal insurance service. Experience with EPIC or other client management CRM. Understanding and application of high-level and high-touch points in client management. BA/BS or insurance industry training and/or license preferred; high school diploma or equivalent required. Certificates, Licenses, Registration
P&C Insurance License 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 $57,000 – $90,000. 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. We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. Seniority level
Not Applicable Employment type
Full-time Job function
General Business, Other, and Administrative Industries: Insurance
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