NFP, an Aon company
Personal Risk Account Manager (WV or MD)
NFP, an Aon company, Oakland, Maryland, United States, 21550
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.
Job Summary The 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 prepared to manage your own book of business.
This is a full‑time position working, from our Oakland, MD or Fairmont, WV offices, M-F, 8:30-5:00pm EST. An in‑office presence is essential for collaboration, learning the business, and our exceptional model of client servicing. If the candidate is within the regular commuting distance, they will be required to be in the office M-F. We will consider a remote option ONLY for well‑experienced and P&C‑licensed hires who are outside of a regular commuting distance but in the EST‑mid Atlantic region and could report to the office when essential.
Essential Duties And Responsibilities
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; additional 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 $41,000.00 – $50,000.00. 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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Job Summary The 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 prepared to manage your own book of business.
This is a full‑time position working, from our Oakland, MD or Fairmont, WV offices, M-F, 8:30-5:00pm EST. An in‑office presence is essential for collaboration, learning the business, and our exceptional model of client servicing. If the candidate is within the regular commuting distance, they will be required to be in the office M-F. We will consider a remote option ONLY for well‑experienced and P&C‑licensed hires who are outside of a regular commuting distance but in the EST‑mid Atlantic region and could report to the office when essential.
Essential Duties And Responsibilities
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; additional 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 $41,000.00 – $50,000.00. 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.
#J-18808-Ljbffr