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NFP, an Aon company · 6 hours ago

Commercial Insurance Senior Account Manager (Hybrid - Upstate NY)

Fishkill, NY

Full-time

Hybrid

Mid, Senior Level

$57K/yr - $90K/yr

5+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance, providing consultative solutions for risk and wealth management. The Senior Account Manager is responsible for managing client accounts, overseeing the renewal and marketing processes, and maintaining strong relationships with clients and carriers. This role involves significant communication and collaboration with Advisors and Account Executives to ensure effective client servicing.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to them

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

Will have an assigned book of business

Qualification

P&C Insurance LicenseAgency management systemMicrosoft OfficeAnalytical skillsVerbal communicationWritten communicationCustomer focusedTeamworkProblem-solvingAttention to detail

Required

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

Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook

Intermediate level of experience in agency management system(s)

Ability to prioritize multiple tasks to meet deadlines

Possess 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, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift

P&C Insurance License required

More than five years industry and product line experience