Account Manager, Personal Insurance - Washington, United States - NFP

NFP Washington, United States

1 week ago

Description

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Who We Are

NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement.

We're a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor.

NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.

To learn more, please visit:

Summary Of Role

The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service 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 written communication.

You 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, you should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

In addition to managing your own clients, you may also continue to support the Account Management Team as assigned. Experience with coastal broker/carrier markets preferred.

This is a full-time opportunity working daily from our Leonardtown, MD office. We will consider a remote option for well-experienced and P&C-licensed hires. Able to work EST hours is required. East Coast markets knowledge is preferred.

Essential Duties And Responsibilities

Works proactively to develop relationships with carrier and client contacts; may take an active role in meetings
Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Participate in the first draft of the 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
Responsible for answering all billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary

Knowledge, Skills, And/or Abilities

Highly organized with excellent verbal and written communication skills
Self-confident in making 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

Education And/or Experience

Associates degree (or equivalent training) or a BA/BS preferred
More than 3 years of client service and/or industry and product line experience
Experience with coastal broker/carrier markets preferred
Experience with East Coast markets preferred

Certificates, Licenses, Registration

P&C license is required upon hire.

What We Offer

We're 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.
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