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NFP, an Aon company · 15 hours ago

Personal Risk - Account Manager (Wilmington, NC or remote)

United States

Full-time

Remote

Entry, Mid Level

$47K/yr - $65K/yr

2+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance and is seeking a Personal Risk - Account Manager. This role involves managing client accounts, supporting Advisors and Account Executives, and maintaining relationships with clients and carriers while overseeing the renewal and marketing processes.

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

P&C Insurance LicensePersonal Lines experienceEPIC agency management systemMicrosoft OfficeAnalytical skillsVerbal communicationWritten communicationProblem-solving skillsAttention to detailTeamworkCustomer focus

Required

Typically, more than 2 years of Personal Lines experience. Recent retail brokerage or agency experience is required

A P&C Insurance License is required upon hire

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

Will have an assigned book of business

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