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.
Summary of Role:
The Senior Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. 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. In addition, this person prepares materials for presentations and communications and assists team members with 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. This role is available on a hybrid schedule from our New England region offices or fully remote for experienced candidates.
Essential Duties and Responsibilities:
- 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.
Knowledge, Skills, and/or Abilities:
- Highly organized with excellent verbal and written communication skills.
