NFP, an Aon company · 2 hours ago
Commercial Insurance Senior Account Manager (Hybrid - Upstate NY)
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. The Senior Account Manager is responsible for managing client accounts, overseeing the renewal and marketing process, and maintaining relationships with clients and carrier contacts.
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
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
BA/BS preferred
More than five years industry and product line experience
P&C Insurance License required
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.
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
Recent News
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