NFP, an Aon company · 5 hours ago
Personal Lines Account Manager (Hybrid - Lewiston, ME)
Lewiston, ME
Full-time
Hybrid
Mid Level
$40K/yr - $65K/yrNFP, an Aon company, is a recognized leader in Business Insurance, dedicated to providing consultative solutions to address significant risk and wealth management challenges. The Account Manager is responsible for servicing client accounts, managing renewals, and collaborating with Advisors and Account Executives to ensure effective client communication and relationship management.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation
Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive
Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system
First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary
Qualification
Required
High School or GED required
P&C Insurance License required
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
Must be able to read, analyze and reconcile financial reports
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
Experience in personal lines insurance
Preferred
Associates degree (or equivalent), and BA/BS 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.
Founded in 1999
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