Affluent Personal Lines Account Manager (CA hybrid or Remote)

Who We Are:  

NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. 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. To learn more, please visit: https://www.NFP.com.

Job Summary:

This role is for our Private Client Group (PCG)/High Network team. The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. You should have servicing experience in Personal Risk and/or PCG. It is also ideal that you have experience with traditional and non-traditional markets, including the California Fair Plan, and working with short-term rental policies. You will support the account management team in day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications.  You will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.  You will prepare materials for presentations and communications and assists team members with day-to-day client servicing.  At this level, you will take an active role in client meetings.  While in this role, you will be developing and maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients.  You should be prepared to manage your own book of business.

This is a full-time hybrid position from our Palm Springs, CA office. Work hours are typically M-F, 8:00-5:00 pm -flexibility with hours will be considered. Remote option will be considered or those with CA State Fair Plan and PCG experience.  

Essential Duties and 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.
• Servicing existing book of business; current book is approximately 400 accounts with 2M total premium. Retention and rounding-out of book is required.

Knowledge, Skills, and/or Abilities:

• Demonstrated experience in managing multiple and time-sensitive verticals of communication and documentation.
• Highly organized with excellent verbal and written communication skills.
• Self-confident to make sound independent decisions.
• Able to work overtime as necessary.
• 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.
• Intermediate level of experience in agency management system(s), EPIC highly desired.
• Ability to prioritize multiple tasks to meet deadlines.
• 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 technology.

Education and/or Experience: 

• Typically, more than 3 years of client service and Personal Risk/Affluent Personal Lines experience.
• Experience with California Fair Plan, and working with short-term rental policies is a plus.
• EPIC agency management system experience preferred.
• HS Diploma or equivalent is required; additional education and/or related training is preferred.

Certificates, Licenses, Registration:

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

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. 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.

The base salary range for this position is $47,000 – $75,000. 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.

Equal Opportunity Employer
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