Account Manager, Private Client Group (NYC - PA: hybrid or remote)

Company: NFP Corp
Location: Plainview
Posted on: May 13, 2022

Job Description:

Who We AreWe're NFP, a five-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, 2020 and 2021. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business -is -personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. -The RoleThe position will work within our Private Client/Personal Risk Group. Requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. - The Account Manager - will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. - Work is completed with a significant amount of independent discretion. - While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, will also continue to support the Account Management Team as assigned.This role will ideally report to our Plainview, NY or Warrington, PA office with a hybrid work schedule from either. - We will consider remote options for - -experienced PCG/HNW candidates within the NYC tri-state area.Essential Duties and Responsibilities:

• Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of renewal presentation
• Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive
• Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system
• First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessaryKnowledge, Skills, and/or Abilities:
  • Highly organized with excellent verbal and written communication skills
  • Self-confident to make sound independent decisions
  • Ability to successfully 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, specifically Word, Excel and Outlook
  • Ability to prioritize multiple tasks to meet deadlines
  • Must be able to read, analyze and reconcile financial reports
  • Possess strong analytical and problem-solving skills
  • Sharp attention to detail, decision-making skills, and problem resolution
  • Flexibility and adaptability to changing priorities, deadlines and technologyEducation and/or Experience: -
    • Associates degree (or equivalent) desired; BA/BS preferred
    • Minimum of 3-5 years of insurance experience
    • Previous P&C insurance office experience desired within Personal Lines or relatable Commercial Lines functions -Certificates, Licenses, Registration:
      • Must have P&C License. Will consider un-licensed experienced hires who can obtain license within a few months of hireWhat We OfferNFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst 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.NFP and You... Better. Together.NFP is an inclusive Equal Employment Opportunity employer.

Keywords: NFP Corp, New Rochelle , Account Manager, Private Client Group (NYC - PA: hybrid or remote), Executive , Plainview, New York