Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Summary: The Associate Account Manager (AAM) is a developmental role designed to build the foundational skills, technical & process knowledge, and client-facing service experience required to progress into an Account Manager position. Working under the guidance of Account Managers and Account Executives, the Associate Account Manager supports account servicing activities through coordination, documentation, follow-up and quality review or work completed across Shared Services, including the National Center of Excellence and the Global Capability Center. The AAM will also be expected to conduct relationship-building and strategic advisory responsibilities under the supervision and guidance of an Account Manager.
This is a full-time position offering the flexibility of a hybrid work schedule, available from any of the following office locations: NY: Albany, Amherst, Kingston, Rochester, Pittsford or Fishkill or our office in Danbury, Connecticut.
Essential Duties and Responsibilities:
- Supports Account Managers and Account Executives in the execution of day-to-day client service activities, while building knowledge of client needs, policy administration, renewal processes, and service workflows
- Assists in the preparation and coordination of client materials, coordinating with Shared Services to facilitate the completion of transactional work
- Reviews work for accuracy, completeness, and client readiness before delivery, escalating questions or issues to Account Managers as appropriate
- Maintains client documentation in accordance with internal standards and systems
- Participates in client and internal meeting as appropriate to build understanding of account management and client servicing
- Develops basic understanding of the triage frameworks for complexity and / or urgency, and develops understanding of the Shared Services (GCCs and National COEs) delivery model
- Establish foundational knowledge of building and maintaining relationships with clients and carriers
- Completes training and development activities aligned to progression into an Account Manager role
Knowledge, Skills, and/or Abilities:
- Strong interest in pursuing a career in Commercial Lines Insurance Account Management
- Ability to build relationships with clients, carriers, and internal partners.
- Analytical skills with attention to detail and accuracy.
- Ability to review and interpret policy documents, carrier correspondence, and insurance-related financial information.
- Strong customer service mindset and commitment to delivering exceptional client experiences.
- Ability to learn and effectively utilize Applied EPIC and other agency management systems
Education and/or Experience:
- Associate’s degree or equivalent required; BA/BS preferred.
- 1-3 years of client service experience within the insurance industry or a related field preferred; exposure to commercial insurance products, policy administration, or account servicing is highly desirable.
Certificates, Licenses, Registration:
- Property & Casualty License preferred or able to obtain within 60 days
What We Offer:
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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. The base salary range for this position is $55,000 – $70,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
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