Client Relationship Manager managing significant client relationships in the energy sector at Allens. Leading client strategy development and enhancing client experience in a hybrid work environment.
About the role
- Senior Account Manager managing client accounts with a people-first approach at NFP, an Aon company. Collaborating with Advisors and maintaining relationships with clients and carriers while managing multiple projects.
Responsibilities
- Responsible for working with Advisors/Client Executives and Account Executives to place new business and service some client accounts
- Support day-to-day account management for a specific set of clients
- Prepare materials for presentations and communications
- Maintain relationships with clients and carrier contacts
- Manage the renewal and marketing process from start to finish
- Communicates directly with clients and carriers in collaboration with Account Executives and Advisors
- Create and maintain client files in accordance with office procedures
Requirements
- 3 years of Personal Lines service and sales experience
- Florida market experience highly preferred
- P&C License upon hire
- Spanish bilingual preferred
- Experience working with personal lines insurance carriers required
- Experience with EPIC preferred or similar client management system required
- Excellent written communication skills
- Knowledge of all areas of Personal Insurance/Personal Risk coverage required
- Ability to maintain a private workspace when working from home
- Highly organized with strong attention to detail
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
Job title
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Experience level
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Degree requirement
Location requirements
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