Account Manager II

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, helping 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.

About the role

The Account Manager works with Advisors/Client Executives and Account Executives to service client accounts, handling day-to-day client servicing through verbal, electronic, and written communications. This role manages the renewal and marketing process, prepares presentation materials, and collaborates with senior team members. The position involves developing relationships with clients and carrier contacts while proactively delivering services. This is a full-time, hybrid role based in Williamsville, New York, requiring in-office work at least 3 days a week.

Responsibilities

• Proactively develop relationships with carrier and client contacts; may take an active role in meetings.
• Prepare and send requests for proposals to insurance carriers and compile results.
• Draft renewal presentations and review proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive.
• Communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive.
• Create and maintain client files in accordance with office procedures; manage client policy records in the agency management system.
• Serve as the first line of response for billing questions from clients and insurance company personnel, with assistance from the Accounting Department when necessary.

Requirements

• Highly organized with excellent verbal and written communication skills.
• Self-confident to make sound independent decisions.
• Able to interact with a variety of people and function well both in a team environment and autonomously.
• Customer-focused to establish and maintain effective relationships.
• Intermediate experience in Microsoft Office products (Word, Excel, Outlook).
• Ability to prioritize multiple tasks to meet deadlines.
• Must be able to read, analyze, and reconcile financial reports.
• Strong analytical, problem-solving, and decision-making skills with sharp attention to detail.
• Flexibility and adaptability to changing priorities, deadlines, and technology.
• Access to a reliable, confidential, and interruption-free workspace with a stable high-speed internet connection for hybrid/remote work.

Qualifications

• High School or GED required; Associates degree (or equivalent) and BA/BS preferred.
• Experience in personal lines insurance.
• P&C Insurance License required.

Benefits

• Competitive salary.
• Paid time off (PTO) and paid holidays.
• 401(k) with company match.
• Exclusive discount programs.
• Health and wellness programs.

Pay

The base salary range for this position is $40,000 - $65,000, determined by factors including experience, credentials, education, certifications, skill level, scope of the position, and geographic location. The position may also be eligible for performance-based incentives.

Schedule

Full-time hybrid role based in Williamsville, New York, requiring in-office work at least 3 days a week.