What are the responsibilities and job description for the Account Manager, Personal Lines (Hybrid-Vermont) position at National Financial Partners?
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 : The Personal Lines / Personal Risk 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 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, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.
This is a full-time position on a Monday through Friday schedule. We offer the flexibility of a hybrid work schedule with 3 days in one of our VT offices and 2 days from home.
Essential Duties and Responsibilities :
- Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
- Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of 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.
- First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
Knowledge, Skills, and / or Abilities :
Education and / or Experience :
Certificates, Licenses, Registration :
What We Offer
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.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
