Concierge Account Manager, Personal Insurance jobs in United States
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NFP, an Aon company · 2 days ago

Concierge Account Manager, Personal Insurance

NFP Corp is a leading company in the insurance sector, seeking a Concierge Account Manager for their Personal Insurance team. The role involves providing exceptional customer service, collaborating with various teams, and contributing to premium growth by upselling coverages.

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Responsibilities

Provide exceptional “One Stop Shop” customer service to clients including sales, service, and retention efforts to this group of clients
Collaborate with our PCG, Commercial, and other lines of business teams to offer an exceptional experience with NFP clients
Contribute to premium growth targets by upselling appropriate coverages and referring business to other lines where applicable
Stay up to date with insurer partner products, offerings, and market intelligence

Qualification

RIBO licenseProfessional insurance designationPersonal lines experienceBroker management systemsCustomer service skillsMulti-tasking abilityCommunication skillsCollaboration skills

Required

RIBO license. AB General 1 and other provincial license's would be considered an asset
Professional insurance designation is a plus (such as CAIB, CIP, CRM, etc.)
Typically, more than 5 years of personal lines experience
Proven experience working and managing a high volume of clients
Excellent computer skills expected including fluency in Broker management systems – EPIC & ARS fluency are an asset
Ability to drive strong customer retention by providing a world-class customer experience
Exceptional quotation skills for cross-selling, upselling and remarketing
Ability to quickly learn the NFP business model and value proposition
Ability to work collaboratively with others, both in person and virtually
Strong oral and written communications skills
Ability to multi-task in a fast-paced & demanding environment while keeping customer service a priority
Ability to communicate clearly and explain complex concepts

Benefits

Annual bonus plan for all employees
Matching RRSP plan of 5% of salary
Referral Commission Plan
Generous benefits plan including Health Care Spending Account starting on the first day of employment
Full support for continuing education & internal opportunities to grow as an insurance professional to advance career
Reimbursement of license fees and professional membership dues

Company

NFP, an Aon company

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NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.

Funding

Current Stage
Public Company
Total Funding
$948.45M
Key Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M

Leadership Team

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Douglas Hammond
CEO
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Caleb Noel
Executive Vice President, Chief Financial Officer
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Company data provided by crunchbase