NFP, an Aon company · 2 days ago
Affluent Personal Insurance Account Manager
Lexington, KY
Full-time
Hybrid
Mid, Senior Level
$57K/yr - $90K/yr
5+ years expNFP, an Aon company, is a recognized leader in Business Insurance, dedicated to providing custom solutions to address significant risk and retirement challenges. The Senior Account Manager will manage high-profile client accounts, overseeing the renewal and marketing processes, and maintaining relationships with clients and carriers. This role is pivotal in ensuring effective communication and collaboration with Advisors and Account Executives.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Works proactively to maintain relationships with carrier and client contacts on an assigned book of business. Take the lead on client meetings for assigned accounts
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
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
Qualification
Required
More than 5 years of industry and P&C product line experience
Minimum of 2-3 years in High-Net-Worth personal insurance service
P&C Insurance License required upon hire
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
Intermediate level of experience in agency management system(s). EPIC is highly preferred
Ability to prioritize multiple tasks to meet deadlines with strong time management skills
Possess strong analytical and problem-solving skills
Self-confident to make sound independent decisions while displaying a team mindset
Possess sharp attention to details, decision-making and problem resolution skills
Flexibility and adaptability to changing priorities, deadlines and technology
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
Preferred
Experience with EPIC or other client management CRM
BA/BS or insurance industry training and/or license 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