NFP, an Aon company · 23 hours ago
Account Manager, Surety
Morristown, NJ
Full-time
Onsite
Mid Level
$60K/yr - $98K/yr
3+ years expNFP, an Aon company, is a recognized leader in providing consultative solutions for risk management and workforce challenges. The Account Manager will work closely with Client Executives to service client accounts, manage day-to-day operations, and develop relationships with clients and carriers.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Works proactively to develop relationships with carrier and client contacts
Prepare and send the request for proposals to applicable surety carriers and spreadsheets results as they come in
Takes the lead on reviewing carrier source documents for accuracy in collaboration with the Client Executive. Begins to communicate directly with clients and carriers, with approval from the Client Executive
Creates and maintains client files in accordance with office procedures. Will be responsible for keeping client policy records in the agency management system
May be the first line of answering billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary
Qualification
Required
More than 3 years of client service and/or industry and commercial or Personal lines product experience
P&C Insurance License required upon hire
Highly organized with excellent verbal and written communication skills
Self-confident to make sound independent decisions
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
Ability to prioritize multiple tasks to meet deadlines
Sharp attention to detail, decision-making skills, and problem resolution
Flexibility and adaptability to changing priorities, deadlines and technology
Preferred
Surety experiences ideal, not required-will train as long as currently P&C licensed
Fluency with CRMs. EPIC preferred
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase