Personal Insurance Account Manager (IN or Remote-EST work hours)
NFP, an Aon company, Chicago, IL, United States
Overview
Who We Are
NFP, an Aon company, is a Best Places to Work award winner in Business Insurance with the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers who help companies and individuals address 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
Account Manager
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 more senior team members. Work is completed with a significant amount of independent discretion. You will develop relationships with clients and carrier contacts and work proactively to deliver services to clients. In addition to managing your own clients, you may also continue to support the Account Management Team as assigned. We offer the flexibility of a remote hire; EST work hours are required. A hybrid option is available for those who prefer to work from our Indianapolis office. 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 summarize results as they come in. 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. Begins to 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. May be responsible for keeping client policy records in the agency management system First line of answering billing questions from clients and insurance company personnel Knowledge, Skills, And/or Abilities
Highly organized with excellent verbal and written communication skills Self-confident to make sound independent decisions Ability to interact with a variety of people and function well both in a team environment and autonomously Calm, courteous and professional demeanor Customer focused to establish and maintain effective relationships Intermediate level of experience in Microsoft Office products (Word, Excel, Outlook) Ability to prioritize multiple tasks to meet deadlines Ability to read, analyze and reconcile financial reports Strong analytical and problem-solving skills, attention to detail and sound decision-making Flexibility and adaptability to changing priorities, deadlines and technology Education And/or Experience
More than 3 years of Personal Lines client service experience, including experience with an insurance brokerage or independent insurance agency Demonstrated experience in relevant lines of coverage and managing a book of business Associates degree (or equivalent), and BA/BS preferred Certificates, Licenses, Registration
P&C Insurance License is required upon hire What We Offer
We 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 lifelong relationships with our employees. The base salary range for this position is $40,000 – $65,000, determined by factors including experience, credentials, education, certifications, skill level, scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to 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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Who We Are
NFP, an Aon company, is a Best Places to Work award winner in Business Insurance with the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers who help companies and individuals address 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
Account Manager
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 more senior team members. Work is completed with a significant amount of independent discretion. You will develop relationships with clients and carrier contacts and work proactively to deliver services to clients. In addition to managing your own clients, you may also continue to support the Account Management Team as assigned. We offer the flexibility of a remote hire; EST work hours are required. A hybrid option is available for those who prefer to work from our Indianapolis office. 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 summarize results as they come in. 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. Begins to 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. May be responsible for keeping client policy records in the agency management system First line of answering billing questions from clients and insurance company personnel Knowledge, Skills, And/or Abilities
Highly organized with excellent verbal and written communication skills Self-confident to make sound independent decisions Ability to interact with a variety of people and function well both in a team environment and autonomously Calm, courteous and professional demeanor Customer focused to establish and maintain effective relationships Intermediate level of experience in Microsoft Office products (Word, Excel, Outlook) Ability to prioritize multiple tasks to meet deadlines Ability to read, analyze and reconcile financial reports Strong analytical and problem-solving skills, attention to detail and sound decision-making Flexibility and adaptability to changing priorities, deadlines and technology Education And/or Experience
More than 3 years of Personal Lines client service experience, including experience with an insurance brokerage or independent insurance agency Demonstrated experience in relevant lines of coverage and managing a book of business Associates degree (or equivalent), and BA/BS preferred Certificates, Licenses, Registration
P&C Insurance License is required upon hire What We Offer
We 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 lifelong relationships with our employees. The base salary range for this position is $40,000 – $65,000, determined by factors including experience, credentials, education, certifications, skill level, scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to 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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