Who We Are

We’re a six-time Best Places to Work award winner in Business Insurance for 2017-2022 who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and 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 Senior Account Manager is responsible for managing the USA trade credit policies and supporting trade credit insurance producers’ efforts to market new business and service client accounts. You will be part of a small trade credit specialist team that work closely together while all working remotely. The position entails a great deal of verbal, electronic and other written communications with clients, colleagues, and markets. The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the trade credit producers or P&C Account Executives and Advisors. In addition, this person prepares materials for presentations and communications for day-to-day client servicing. At this level, the Senior Account Manager takes an active speaking role in client meetings. While in this role, this person should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

Essential Duties and Responsibilities:

• Manage the day-to-day servicing of the USA trade credit insurance policies.
• Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to them.
• The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.
• Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.
• Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system.
• Will have an assigned book of business.
• Assist with Canadian trade credit accounts to balance workload of trade credit team.
• Develop confidential information directly from buyers and banks to support the resolution of coverage issues.