Personal Insurance Account Manager (MD or East Coast remote)
Richmond, Virginia
Employer: National Financial Partners
Industry: Account Management
Salary: $45000 per year
Job type: Full-Time
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: https://www.NFP.com .
Summary of Role:
The Account Manager i s 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.
- 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
- 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
- P&C license is required upon hire.
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 is $45,000 $90,000. 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.
Created: 2024-09-01
Reference: 20428906
Country: United States
State: Virginia
City: Richmond
ZIP: 23222
Similar jobs:
-
Commercial Lines Account Manager (remote)
National Financial Partners in Reston, Virginia💸 $60000 per year -
Technical Account Manager, ES - SI - HCLS
Amazon in Herndon, Virginia -
AWS Account Manager, ISV Greenfield, ISV Greenfield
Amazon in Arlington, Virginia💸 $83100 per year -
CSC Account Manager, SMB NE
Amazon in Arlington, Virginia -
Partner Account Manager, Federal Partner Organization
Amazon in Herndon, Virginia -
Computer Account Manager
Virginia Jobs in Norfolk, Virginia -
CSC Account Manager, Startup
Amazon in Arlington, Virginia -
Account Manager , TMEGS
Amazon in Arlington, Virginia💸 $83100 per year -
Technical Account Manager, National Security
Amazon in Herndon, Virginia -
AWS Account Manager, Commercial , Sr. Account Manager, SMB Sales
Amazon in Arlington, Virginia -
National Security - Technical Account Manager, US-ADC
Amazon in Herndon, Virginia💸 $118200 per year -
CSC Account Manager
Amazon in Arlington, Virginia -
Sr. Technical Account Manager, National Security
Amazon in Arlington, Virginia💸 $138200 per year -
Technical Account Manager, ES - CN-AWS
Amazon in Herndon, Virginia -
Technical Account Manager, ES - ADC - US-ADC
Amazon in Herndon, Virginia -
AML and Account Compliance Program Manager, Americas Account Compliance
Amazon in Arlington, Virginia💸 $66800 per year -
Personal Insurance Account Manager (MD or East Coast remote)
Transforce in Accomac, Virginia💸 $45000 - $90000. per year -
Personal Insurance Account Manager (MD or East Coast remote)
National Financial Partners in Accomac, Virginia💸 $45000 per year -
Senior Account Management and Growth Team Director
Leidos Holding in Reston, Virginia💸 $144300.00 per year -
Associate Account Manager
Piper Companies in McLean, Virginia💸 $60000 per year