Account Manager managing personal risk client accounts for NFP, an Aon company. Collaborating with Advisors to ensure effective account management and client servicing.
Responsibilities
Responsible for working with Advisors/Client Executives and Account Executives to service client accounts.
Support day-to-day account management for a specific set of clients.
Manage the renewal and marketing process from start to finish.
Prepare materials for presentations and communications.
Assist team members with day-to-day client servicing.
Develop and maintain relationships with clients and carrier contacts.
Requirements
Typically, more than 2 years of Personal Lines experience
Recent retail brokerage or agency experience is required
Experience with East Coast markets preferred
EPIC agency management system or similar system experience is required
HS Diploma or equivalent is required; additional education and/or related training is preferred
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