Account Manager responsible for servicing High-Net-Worth personal insurance clients at NFP. Requires P&C experience and strong relationship management skills in a hybrid role.
Responsibilities
Works proactively to maintain relationships with carrier and client contacts on an assigned book of business.
Take the lead on client meetings for assigned accounts.
Manages 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.
Requirements
2-3 years in High-Net-Worth personal insurance service
Experience with EPIC or other agency management systems
Must understand and apply the knowledge of high-level and high-touch points in client management
P&C Insurance License required upon hire
Bachelor's Degree preferred.
High school diploma or equivalent is required along with insurance industry training and license
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