Personal Insurance Sr Account Manager (Ocean Pines, MD-in office)

NFP Corp

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Who We Are

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.

As the Senior Account Manager, you 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 Senior Account Manager takes an active speaking 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.

Some Senior Account Managers may be responsible to manage their own block of business.

This is a full-time position working daily from our Ocean Pines, MD office. We may consider a remote hire outside of Ocean Pines / Ocean City area.

The remote option is not guaranteed and will be based on departmental parameters at the time of consideration and your overall knowledge and experience to work independently.

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.
• Self-confident to make sound independent decisions.
• Ability to work in the office as required. 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 agency management system(s).
• Ability to prioritize multiple tasks to meet deadlines.
• 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 or insurance industry training and / or license preferred
• More than 5 years of client service and industry and product line experience preferred
• Experience with EPIC or other client management CRM preferred

Certificates, Licenses, Registration :

P&C Insurance License required upon hire

What We Offer

We're 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.

NFP is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state or local law.

The Company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.

It’s expected that all of our employees are aware of this policy and that they create an environment that’s sensitive and respectful to all individuals.