Senior Account Manager, Property & Casualty (Hybrid)

NFP Corp.

Location: Austin, Texas

Job Type: Full time


We’re NFP, a six-time Best Places to Work award winner in Business Insurance for 2017-2022 and we're looking for a Senior Account Manager to join our team who'll be 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. Some Senior Account Managers may be responsible to manage their own block of business.

This is a hybrid position with in-office flexibility 2-3 days a week.

Essential Duties and Responsibilities

  • Review Loss Runs prior to renewal and discusses any noted claim issues with producers. Also, meet to discuss with the client as needed.
  • Provide technical support to producers as needed.
  • Obtain, review, and verify the accuracy of Work Comp. Experience Modification worksheets.
  • Transmission of applications following completion and signature of client.
  • Obtain renewal data from client in conjunction with the producer; including business plan for next year, statement of values, updated rating basis information, business income worksheets, driver lists, etc.
  • Assist producers in the design of insurance plans for clients.
  • Prepare new business submissions and send them to markets as decided in conjunction with producers.
  • Partake in client meetings with producers as needed.
  • Prepare Quotation Summary for review with producers.
  • Prepare proposals with the help of the communications department.
  • Transmit renewal orders and receive confirmation from carriers.
  • Prepare renewal binders and renewal invoices for clients.
  • Prepare renewal certificates and Evidence of Property documents.
  • Review policies and endorsements and prepare for transmittal to the client.
  • Maintain Schedule / Summary of Insurance.
  • Perform as the primary contact for the client for all service requests. Furthermore, assists client in making appropriate coverage changes, and decisions regarding Certificates of Insurance and special needs.
  • Take ownership of the final product delivered to the client.
  • Inform and educate clients about coverage, exclusions, and exposures.
  • Review interim audits and/or reporting forms for coverage adequacy.
  • Responsible for obtaining reporting forms from the insured subject to the terms of the policy.
  • Maintain electronic files in Agency Management System and activities/suspense items consistent with agency procedures.
  • Aggressively strive to remain knowledgeable on, and comfortable with, the use of insurance company websites and other internet resource websites.
  • Aggressively strive to remain knowledgeable on coverage changes, enhancements, and industry changes.
  • 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 producers.
  • Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system.
  • Perform projects assigned by agency management as needed.

What We’re Looking For

  • Highly organized with excellent verbal and written communication skills.
  • Self-confident to make sound independent decisions.
  • Able to work overtime as necessary.
  • 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
  • Intermediate level of experience in the agency management system(s)
  • 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

  • BA/BS preferred
  • Typically more than three years of industry and product line experience.
  • EPIC experience preferred

Certificates, Licenses, Registration

  • P&C Insurance License required.

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:

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.

You’ve got this!