Personal Insurance Account Manager (IN or Remote-EST work hours)
NFP, an Aon company, Lexington, KY, United States
Who We Are
NFP, an Aon company,
is a multiple Best Places to Work award winner in Business Insurance and holder of the WORK180 employer endorsement. We are a network of consultative advisors and problem‑solvers who help clients worldwide address their most significant risk, workforce, wealth‑management and retirement challenges through custom solutions and a people‑first approach. Visit
https://www.NFP.com
to learn more.
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 involves extensive verbal, electronic and written communication. The Account Manager will manage the renewal and marketing process, prepare materials for presentations and communications, and work independently with significant discretion. While in this role you will develop relationships with clients and carrier contacts, working proactively to deliver services efficiently. In addition to managing your own clients, you may 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
Develop relationships with carrier and client contacts and take an active role in meetings.
Prepare and send requests for proposals to applicable insurance carriers and record results. Draft the first renewal presentation.
Lead review of proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive; begin direct communications with clients and carriers with approval.
Create and maintain client files in accordance with office procedures; may be responsible for keeping client policy records in the agency management system.
Answer 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 successfully with diverse people and function well in a team and autonomously.
Handle situations in a calm, courteous, and professional manner.
Customer focused to establish and maintain effective relationships.
Intermediate experience in Microsoft Office products (Word, Excel, Outlook).
Prioritize multiple tasks to meet deadlines.
Read, analyze, and reconcile financial reports.
Strong analytical and problem‑solving skills.
Sharp attention to detail, decision‑making, and problem resolution.
Flexibility and adaptability to changing priorities, deadlines, and technology.
Education And/or Experience
More than 3 years of Personal Lines client service experience, including work with an insurance brokerage or independent insurance agency.
Demonstrated experience in relevant lines of coverage and managing a book of business.
Associate’s degree (or equivalent); BA/BS preferred.
Certificates, Licenses, Registration
P&C Insurance License required upon hire.
What We Offer We’re proud to offer a competitive salary (base range $40,000 – $65,000, determined by experience, credentials, education, certifications, skill level, scope, and geographic location), PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Additional benefits include performance‑based incentives.
NFP and You… Better Together! NFP is an inclusive Equal Employment Opportunity employer.
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is a multiple Best Places to Work award winner in Business Insurance and holder of the WORK180 employer endorsement. We are a network of consultative advisors and problem‑solvers who help clients worldwide address their most significant risk, workforce, wealth‑management and retirement challenges through custom solutions and a people‑first approach. Visit
https://www.NFP.com
to learn more.
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 involves extensive verbal, electronic and written communication. The Account Manager will manage the renewal and marketing process, prepare materials for presentations and communications, and work independently with significant discretion. While in this role you will develop relationships with clients and carrier contacts, working proactively to deliver services efficiently. In addition to managing your own clients, you may 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
Develop relationships with carrier and client contacts and take an active role in meetings.
Prepare and send requests for proposals to applicable insurance carriers and record results. Draft the first renewal presentation.
Lead review of proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive; begin direct communications with clients and carriers with approval.
Create and maintain client files in accordance with office procedures; may be responsible for keeping client policy records in the agency management system.
Answer 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 successfully with diverse people and function well in a team and autonomously.
Handle situations in a calm, courteous, and professional manner.
Customer focused to establish and maintain effective relationships.
Intermediate experience in Microsoft Office products (Word, Excel, Outlook).
Prioritize multiple tasks to meet deadlines.
Read, analyze, and reconcile financial reports.
Strong analytical and problem‑solving skills.
Sharp attention to detail, decision‑making, and problem resolution.
Flexibility and adaptability to changing priorities, deadlines, and technology.
Education And/or Experience
More than 3 years of Personal Lines client service experience, including work with an insurance brokerage or independent insurance agency.
Demonstrated experience in relevant lines of coverage and managing a book of business.
Associate’s degree (or equivalent); BA/BS preferred.
Certificates, Licenses, Registration
P&C Insurance License required upon hire.
What We Offer We’re proud to offer a competitive salary (base range $40,000 – $65,000, determined by experience, credentials, education, certifications, skill level, scope, and geographic location), PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Additional benefits include performance‑based incentives.
NFP and You… Better Together! NFP is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr