[Hiring] Personal Risk, Account Manager @NFP

Role Description

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 other written communications. The Account Manager 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 will 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. We offer the flexibility of a remote hire; CST work hours are required.

Essential Duties and Responsibilities

• Works proactively to develop relationships with carrier and client contacts; takes an active role in meetings.
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare 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. Keep client policy records in the agency management system.
• Utilize agency management system, rating system, and carrier websites.
• The first line of answering billing questions from clients and insurance company personnel.

Qualifications

• Highly organized with excellent verbal and written communication skills
• Self-confident to make 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

Requirements

• More than 3 years of Personal Lines client service experience. Must include experience with an insurance brokerage or independent insurance agency
• Demonstrated experience in relevant lines of coverage and managing a book of business
• Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners
• Fluency with EPIC or similar agency management system
• Associate's Degree (or equivalent) or BA/BS preferred. HS Diploma or equivalent with additional education/training required.

Certificates, Licenses, Registration

• P&C Insurance License is required upon hire

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• Base salary range for this position is $47,000 – $65,000, determined by factors including experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
• This position may be eligible for performance-based incentives.