Commercial Insurance Senior Account Manager (Hybrid - Upstate NY)
NFP, an Aon company, Albany, New York, United States
Commercial Insurance Senior Account Manager (Hybrid - Upstate NY)
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Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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 The Senior 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. The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, this person prepares materials for presentations and communications and assists team members with day‑to‑day client servicing. At this level, the Senior Account Manager takes an active speaking role in client meetings. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. Some Senior Account Managers may be responsible to manage their own block of business. This is a full‑time position offering the flexibility of a hybrid work schedule, available from any of the following office locations: NY: Albany, Amherst, Kingston, Rochester, Pittsford or Fishkill or our office in Danbury, Connecticut.
Essential Duties And Responsibilities
Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to them
Manages 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
Has 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
Interaction with a variety of people and function well both in a team environment and autonomously
Handles situations in a calm, courteous and professional manner
Customer focused to establish and maintain effective relationships
Intermediate level of experience with Microsoft Office products, specifically Word, Excel and Outlook
Intermediate level of experience with agency management system(s)
Prioritizes multiple tasks to meet deadlines
Possesses 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
When working from home, maintains a private workspace to secure company equipment and correspondence; maintains high‑speed internet, is present and responsive online and minimizes personal interruptions during work shift
Education And/or Experience
BA/BS preferred
More than five years of industry and product line experience
Certificates, Licenses, Registration P&C Insurance License required
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.
Equal Employment Opportunity NFP is an inclusive Equal Employment Opportunity employer.
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Get AI-powered advice on this job and more exclusive features.
Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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 The Senior 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. The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, this person prepares materials for presentations and communications and assists team members with day‑to‑day client servicing. At this level, the Senior Account Manager takes an active speaking role in client meetings. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. Some Senior Account Managers may be responsible to manage their own block of business. This is a full‑time position offering the flexibility of a hybrid work schedule, available from any of the following office locations: NY: Albany, Amherst, Kingston, Rochester, Pittsford or Fishkill or our office in Danbury, Connecticut.
Essential Duties And Responsibilities
Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to them
Manages 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
Has 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
Interaction with a variety of people and function well both in a team environment and autonomously
Handles situations in a calm, courteous and professional manner
Customer focused to establish and maintain effective relationships
Intermediate level of experience with Microsoft Office products, specifically Word, Excel and Outlook
Intermediate level of experience with agency management system(s)
Prioritizes multiple tasks to meet deadlines
Possesses 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
When working from home, maintains a private workspace to secure company equipment and correspondence; maintains high‑speed internet, is present and responsive online and minimizes personal interruptions during work shift
Education And/or Experience
BA/BS preferred
More than five years of industry and product line experience
Certificates, Licenses, Registration P&C Insurance License required
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.
Equal Employment Opportunity NFP is an inclusive Equal Employment Opportunity employer.
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