What are the responsibilities and job description for the Personal Insurance Account Manager (Miramar, FL office) position at National Financial Partners?
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 : .
Job Summary :
The 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. You will have the responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. You will prepare materials for presentations and communications and assists team members with day-to-day client servicing. At this level, you will take an active role in client meetings. While in this role, you will be developing and maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. You should be prepared to manage your own book of business.
This is a full-time position working from our Miramar, FL office, M-F, 8 : 30-5 : 00pm EST. Florida market knowledge is required.
A Florida 20-44 or Florida 2-20 P&C Insurance License is required upon hire.
Essential Duties and Responsibilities :
- Works proactively to maintain relationships with carrier and client contacts. Lead client meetings for assigned accounts.
- The 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 :
Education and / or Experience :
Certificates, Licenses, Registration :
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.
