Senior Account Manager, Commercial Lines

Posting Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people‑first approach.

Summary:

The Senior Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in day‑to‑day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.

In addition, this person prepares materials for presentations and communications and assists team members with day‑to‑day client servicing. At this level, the Senior Account Manager takes an active speaking role in client meetings, maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. Some Senior Account Managers may be responsible to manage their own block of business.

Working Hours and

Location:

This is a full‑time position offering the flexibility of a hybrid work schedule, available from any of the following office locations: NY:
Albany, Amherst, Kingston, Rochester, Pittsford or Fishkill or our office in Danbury, Connecticut.

Essential Duties and Responsibilities:

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

Knowledge, Skills, and/or Abilities:

• Highly organized with excellent verbal and written communication skills.
• Self‑confident to make sound independent decisions.
• Able to work overtime as necessary.
• Can successfully interact with a variety of people and function well both in a team environment and autonomously.
• Can handle situations in a calm, courteous and professional manner.
• Customer focused to establish and maintain effective relationships.
• Intermediate experience in Microsoft Office products, specifically Word, Excel and Outlook.
• Intermediate experience in agency management system(s).
• Can prioritize multiple tasks to meet deadlines.
• Possesses strong analytical and problem‑solving skills.
• Sharp attention to detail, decision‑making skills, and problem resolution.
• Flexibility and adaptability to changing priorities, deadlines and technology.
• When working from home, must maintain a private workspace to secure company equipment and correspondence; maintain high‑speed internet, be present and responsive online and minimize personal interruptions during your work shift.

Education and/or

Experience:

• BA/BS preferred.
• More than five years of industry and product line experience.

Certificates, Licenses, Registration:

• P&C Insurance License required.

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. 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.

NFP and You… Better Together!

NFP is an inclusive Equal Employment Opportunity employer.