Personal Insurance Account Manager (MD or East Coast remote)

NFP Corp

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Who We Are

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 working daily from our Leonardtown, MD 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.

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.

Knowledge, Skills, and / or Abilities :

• Highly organized with excellent verbal and written communication skills
• Self-confident in making sound independent decisions
• 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
• 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 :

• Associates degree (or equivalent training) or a BA / BS preferred
• More than 3 years of client service and / or industry and product line experience
• Experience with coastal broker / carrier markets preferred
• Experience with East Coast markets preferred

Certificates, Licenses, Registration :

P&C license is 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.