Who We Are:
NFP, an Aon company, is a multiple 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 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 of Role:
The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and written communication. You will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, you should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing your own clients, you may also continue to support the Account Management Team as assigned. Experience with coastal broker/carrier markets preferred.
This is a full-time opportunity with the flexibility of a hybrid schedule from our Wilmington, North Carolina office. We will consider a remote option for well-experienced and P&C-licensed hires. Able to work EST hours is required. East Coast markets knowledge is preferred. The ability to travel to NC for training is ideal.
Essential Duties and Responsibilities:
- Works proactively to develop relationships with carrier and client contacts; may take an active role in meetings.
- Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Participate in the first draft of the renewal presentation.
- Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive.
- Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
- Responsible for answering all billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary.
