NFP, an Aon company · 2 weeks ago
Personal Lines Account Manager - Experienced Preferred (VA, MD)
Chincoteague, VA
Full-time
Hybrid
Entry, Mid Level
$35K/yr - $55K/yr
2+ years expNFP, an Aon company, is a recognized leader in Business Insurance, providing tailored solutions to address various risk and management challenges. The Personal Lines Account Manager is responsible for servicing client accounts, managing the renewal and marketing process, and developing relationships with clients and carriers.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Works proactively to maintain relationships with carrier and client contacts. Lead client meetings for accounts assigned to them
The 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
P&C license is required upon hire or able to obtain within 60 days of hire
Typically, more than 2 years of Personal Lines experience
Recent retail brokerage or agency experience is required
EPIC agency management system or similar system experience is required
HS Diploma or equivalent is 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
Preferred
Experience with East Coast markets preferred
Additional education and/or related training is 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