Affluent Personal Insurance Account Manager (hybrid NYC or Remote) Position Available In Mercer, New Jersey

Affluent Personal Insurance Account Manager (hybrid NYC or Remote)
National Financial Partners Trenton, United States
Posted 14 hours ago Permanent Competitive
Affluent Personal Insurance Account Manager (hybrid NYC or Remote)
National Financial Partners Trenton, United States
Affluent Personal Insurance Account Manager (hybrid NYC or Remote)

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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.

Job Summary:

The Account Manager (AM) 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 other written communications. The Account Manager 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 will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. This role is open for either a Jr. Level Account Manager who will support the account management team, or an Account Manager who has serviced their own book of business and will do so in this role. Title and salary will be commensurate with knowledge and experience.
This role will ideally report to our NYC, Wall Street office on a hybrid work schedule. We will consider remote options for highly qualified candidates with experience in High-Net-Worth Personal Lines who can work a full-time schedule in Eastern Standard Time.

Essential Duties and Responsibilities:

Works proactively to develop relationships with carrier and client contacts. Jr. AMs may take an active role in meetings. Experienced AMs will lead these discussions.
Prepare and send the request for proposals to applicable insurance carriers and document results as they come in. Participate in the renewal presentation.
Participate in reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. 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.
Ability to provide client support, develop and maintain relationships, and work independently on assigned accounts.
Other duties and responsibilities as assigned.
Knowledge, Skills, and/or

Abilities:

Knowledge of Personal Lines with High-Net-Worth Account/Client Management experience. This must include experience at an independent agency or retail insurance brokerage
Highly organized with excellent verbal and written communication skills
Strong verbal and written communication skills as well as excellent interpersonal skills with the ability to communicate with clients, colleagues, and carriers
Self-confident to make 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
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:

Experience with servicing Personal Lines with High-Net-Worth Account/Client Management. This must include experience at an independent agency or retail insurance brokerage
A bachelor’s degree is preferred. HS Diploma or GED is required
At least 2 years of Personal Lines industry and product line experience is preferred
In addition to familiarity with the major markets as mentioned above, a familiarity with carriers such as Travelers and Progressive as well as The National Flood Ins. Program
Experience with an agency management system/CRM is required. Fluency with Epic is a plus

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. The base salary range for this position is $59,000.00 $80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. 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.
Job

ID 21795542

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