Personal Lines Insurance, Sr. Account Manager (Southampton, NY hybrid)

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 : .

Summary of Role :

The Account Manager / Senior Account Manager (AM) 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 AM will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.

In addition, you will prepare materials for presentations and communications and assist team members with day-to-day client servicing.

At this level, the AM takes an active speaking or leadership role in client meetings. While in this role, you should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.

This is not a sales / producer role but will support the Producer.

This is a full-time role offering the flexibility of a hybrid schedule, working a couple of days a week in our Southampton, NY office and other days from home.

We are flexible for a fully remote option for well-experienced candidates, ideally in the NY tri-state area. Requirements include high net-worth / private client group account servicing and consultative experience.

Essential Duties and Responsibilities :

• Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for assigned accounts
• The AM will have responsibility for quoting and managing the renewal and marketing process from start to finish, in conjunction with the Sales Leaders.
• 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 for full servicing responsibilities of clients.

Knowledge, Skills, and / or Abilities :

Excellent written communication skills writes clearly; edits work for spelling and grammar; varies writing style to meet needs;

presents numeric data effectively; able to read and interpret written information

• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people / personalities
• Strong leadership skills
• Possess technical expertise plus good analytical and problem-solving skills
• Ability to handle situations in a calm, courteous and professional manner
• Strong attention to detail, decision-making skills and problem resolution
• Fluency with MS Office Suite
• Fluency with AMS 360, EPIC or other agency management system experience required
• Flexibility and adaptability to changing priorities, deadlines and technology

Education and / or Experience

• BA / BS preferred
• Typically, more than 2 years of industry and product line experience with a broker or carrier from a servicing perspective
• Experience in PL insurance, including 2+ years of working with higher net-worth clientele is preferred
• Property & Casualty License upon hire

Preferred Requirements

• Familiar with our major markets, such as AIG, Chubb / ACE, Cincinnati, Berkely One and PURE
• Familiar with Carriers, such as Travelers, Progressive, and national flood

Certificates, Licenses, Registration

• P&C Insurance License required upon hire
• CIC, CPCU or other P&C designation preferred
30+ days ago