Commercial Insurance, AVP/Client Services Manager (hybrid-NYC )

Westchester County, New York
Full time
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NFP Corp.
Insurance & superannuation
5,001-10,000 employees
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Who We Are

NFP, an Aon Company, is a multi-year 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:

Summary of Role

The AVP, Client Services Manager is a client-facing role working with a small team of internal Producers (Advisors) to help manage and grow their book of business. While in this role, the AVP, Client Services Manager should liaise between the Producers and Account Management team to ensure a seamless renewal process for clients, assist the Producers in bringing in and marketing new business, and effectively deliver the resources of NFP to our clients. This role requires a strong understanding of all lines of commercial coverage, a self-starter attitude and excellent communication and follow-up skills. You will also manage an Account Executive as a direct report.

This can be an ideal career move for an experienced Sr. Commercial Lines Account Executive looking for growth into a more senior advisory servicing role while also acting as a liaison with producers and the marketing team and advisory services to clients. You should have experience servicing books of larger middle-markets and complex P&C risk/large lines accounts.

This is a full-time role with the flexibility of a hybrid work schedule. This role requires at least 2 days a week from our mid-town NYC office. There could be less in-office days during the summer. There will also be periodic client visits within the tri-state area and occasional regional travel.

Essential Duties and Responsibilities

  • Responsible to act on and complete client requests and/or action items that may arise throughout the year. Including but not limited to:
    • responding to new coverage requests, gathering information on a new company, acquisition or project, sending to marketing for quotes and reviewing for accuracy
  • Meet with assigned Producers on a regular basis to assist with renewal and communication strategy and address client concerns

Responsibilities as it relates to Renewal Business:

    • Serve as the line of communication between the Producers and Account management team to ensure that the renewal process is moving forward in a timely manner; maintain renewal calendar, perform appropriate outreach and ensure effective communication to clients and advisors regarding updates on incumbent and alternative options
    • Present renewals to clients with or without the Producer's presence
    • Document meeting takeaways and next steps; ensure proper execution

Responsibilities as it relates to New Business:

  • Assist assigned Producers in obtaining full submission from prospects and follow up on open opportunities and prospects when full submission is not fully completed and received
  • Prepare and edit proposals from Marketing and present to prospects, with assistance from Producers
  • Enter, and track leads for Producers using Salesforce System

Knowledge, Skills or Abilities

  • Knowledge of all areas of commercial coverage
  • Ability to work independently and anticipate client and team needs
  • Effective time management and decision-making skills
  • Diligent follow-up skills
  • Ability to express ideas clearly in both written and oral communications
  • Strong Microsoft Excel and PowerPoint skills
  • Commanding presentation and public speaking abilities
  • Ability to work in the office on a hybrid schedule
  • Ability to attend client visits in the NYC tri-state area (via commute/drive/ride) and accommodate regional travel which could be aprox 50%

Education and/or Experience

  • More than 8 years of middle to large market commercial lines account management experience within the NY tri-state area
  • Must have retail brokerage experience (can be in addition to, but not limited to only Carrier, Wholesaler, and Intermediary agencies)
  • Experience with the EPIC and Salesforce systems highly desired. If not EPIC, fluency in a comparable agency mngt system is required
  • Supervisory/Management experience and/or related Management training is preferred
  • BA/BS preferred

Certificates, Licenses, Registration

  • P&C Insurance Broker's license required

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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. The base salary range for this position in the NYC metro area is $110,000 – $150,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, the skill level required for the position, the scope of the position, and geographic locations. The actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.