Insurance Account Manager (East Coast remote)

Company: NFP
Location: Garland
Posted on: June 25, 2022

Job Description:

Who We Are


We'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: https://www.nfp.com/

The 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 other written communications. The Account Manager will support 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 while supporting the Account Management Team as assigned.

This is a full-time position supporting our Burtonsville, MD office. We offer the flexibility of working from that office or an assigned office in the mid-Atlantic to the upper East Coast region (DC, MD, VA, NY).

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. 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. May be responsible for keeping client policy records in the agency management system
• Assist with answering 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 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
    
    Education And/or Experience
    
    
    • Associates degree (or equivalent); BA/BS preferred
    • Client service and/or industry and product line experience within Commercial or Personal Lines preferred
    • We will consider recent college grads with insurance interest and relevant work/internship experience
    • Experience with an agency management system required; EPIC preferred
      
      Certificates, Licenses, Registration
      
      
      • P&C Insurance License required upon hire or can obtain within 3 months of hire
        
        What We Offer
        
        
        NFP 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.

Keywords: NFP, Garland , Insurance Account Manager (East Coast remote), Executive , Garland, Texas