Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, is a recognized leader in business insurance and is looking for a Personal Risk Account Manager. This role involves servicing client accounts, managing the renewal and marketing process, and developing relationships with clients and carrier contacts to deliver effective services.
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
Skills
- 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
- P&C Insurance License is required upon hire
- 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
- Associate's Degree (or equivalent) or BA/BS preferred
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Performance-based incentives
Company Overview