What are the responsibilities and job description for the Personal Lines Account Manager (Hybrid Upstate NY) 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 Account Manager is responsible for working with Advisors / Client Executives and Account Executives to service client accounts. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a book of business under senior team member direction. Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager is learning to manage the clients from start to finish but require a great deal of supervision and direction from more senior team members.
This is a full-time opportunity with a hybrid schedule, available from any of the following offices : Amherst, NY; Fishkill, NY; Kingston, NY; Pittsford, NY; or Albany, NY.
Essential Duties and Responsibilities :
- Begins to develop relationships; attend meetings and may contribute.
- Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
- Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
- Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
- Assists on some 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. The base salary range for this position is $40,000 $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.
Salary : $40,000 - $80,000
