P&C​/Affluent Personal Insurance​/Private Client Sr. Account Manager; hybrid

Overview

Personal Risk Senior Account Manager (hybrid Charlotte or EST Remote)

Senior Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. Manages day-to-day client and account management for a book of high profile, VIP clientele, including renewal and marketing processes, and supports presentations and communications in collaboration with more senior team members. Takes an active speaking role in client meetings and maintains relationships with clients and carrier contacts to deliver services efficiently.

• Works proactively to maintain relationships with carrier and client contacts on an assigned book of business. Takes 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. Responsible for keeping client policy records in the agency management system.

• Highly organized with excellent verbal and written communication skills.
• Self-confident to make sound independent decisions.
• Able to work overtime as necessary.
• Ability to 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 (Word, Excel, Outlook).
• Intermediate level of experience in agency management system(s).
• Ability to prioritize multiple tasks to meet deadlines with strong time management skills.
• Possess strong analytical and problem-solving skills; sharp attention to detail, decision-making, and problem resolution.
• Flexibility and adaptability to changing priorities, deadlines and technology.

• More than 5 years of industry and product line experience.
• Ideal candidate will have a minimum of 2-3 years in High-Net-Worth personal insurance service.
• Experience with EPIC or other client management CRM preferred.
• High-level client management experience preferred.
• BA/BS or insurance industry training and/or license preferred. High school diploma or equivalent is required.

• P&C Insurance License required upon hire.

We re proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our People First 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. The base salary range for this position is $57,000 – $90,000.

The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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NFP is an inclusive Equal Employment Opportunity employer.