Who We Are:

NFP is a six-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: https://www.NFP.com.

The Role at NFP:

Summary: The Account Manager/Sr. Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a book of business under senior team members' direction. Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager manages or learns to manage the clients from start to finish, but requires a great deal of supervision and direction from more senior team members.

This is a full-time opportunity ideally working from our Albany, Kingston or Glenn Falls, NY offices on a flexible hybrid schedule. A remote option is considered for well-experienced and licensed candidates. Title, work location and requirements will be commensurate with experience.

Essential Duties and Responsibilities:

• Develop stakeholder relationships and attend and contribute to meetings.
• Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
• Participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
• Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
• Assists on some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.