About the role

  • Account Manager managing client accounts for NFP, providing risk and wealth management solutions. Collaborating with Advisors and Executives to service client needs.

Responsibilities

  • Works proactively to maintain relationships with carrier and client contacts.
  • Lead client meetings for accounts assigned to them.
  • 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.

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
  • A P&C Insurance License is required upon hire.

Benefits

  • PTO & paid holidays
  • 401(k) with match
  • exclusive discount programs
  • health & wellness programs

Job title

Personal Lines Account Manager

Job type

Experience level

JuniorMid level

Salary

$35,000 - $60,000 per year

Degree requirement

High School Diploma

Location requirements

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