Account Manager, High Net Worth Personal Lines Insurance
A$ A' "A' ?Who We AreWe're NFP, a five-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, 2020 and 2021. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: Role at NFPThe Account Manager II is responsible for working with Advisors/Client Executives and Account Executives to service high-net-worth client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and other written communications. The Account Manager II will manage the renewal and marketing process and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.Essential Duties And ResponsibilitiesWorks proactively to develop relationships with carrier and client contacts; may take active role in client meetingsPrepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in 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 ExecutiveCreates and maintains client files in accordance with office proceduresResponsible for keeping client policy records in the agency management systemFirst line of answering billing questions from clients and insurance company personnel with assistance from Accounting DeptKnowledge, Skills, And/or AbilitiesHighly organized with excellent verbal and written communication skillsSelf-confident to make sound independent decisionsAbility to successfully interact with a variety of people and function well both in a team environment and autonomouslyAbility to handle situations in a calm, courteous and professional mannerCustomer focused to establish and maintain effective relationshipsIntermediate level of experience in Microsoft Office products, specifically Word, Excel and OutlookAbility to prioritize multiple tasks to meet deadlinesMust be able to read, analyze and reconcile financial reportsPossess strong analytical and problem-solving skillsSharp attention to detail, decision-making skills, and problem resolutionFlexibility and adaptability to changing priorities, deadlines, and technologyEducation And/or ExperienceAssociates degree (or equivalent), and BA/BS preferredMore than 3 years' client service and/or industry and product line experienceCertificates, Licenses, RegistrationP&C Insurance License requiredWhat We OfferNFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.NFP and You Better. Together.NFP is an inclusive Equal Employment Opportunity employer.