About Us

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers.

Job Summary

The Senior Broker-Account Manager is responsible for working with Underwriters, Advisors/Client Executives and Account Executives to service Construction specific 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.

Key Responsibilities

• Develop relationships with carrier and client contacts; taking an active role in meetings.
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Responsible for preparing and delivering 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. Communicates directly with clients and carriers.
• Creates and maintains client files in accordance with office procedures. 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.

Requirements

• Highly organized with excellent verbal and written communication skills.
• 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.
• 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.

Education and Experience

• Associates degree (or equivalent), and BA/BS preferred.
• More than 5 years' client service and/or industry and product line experience.

Certificates, Licenses, Registration

• P&C Insurance License required.

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.