Commercial Lines, Account Manager (hybrid NY)

NFP, an Aon company, is a multiple 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, 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 is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. This position requires day-to-day client servicing for a specific set of clients, involving verbal, electronic, and written communications. The role includes managing the renewal and marketing process, preparing materials for presentations, and collaborating with senior team members. This is a full-time hybrid role based in our Long Island-Plainview or NYC office, requiring in-office presence at least 3 days a week.

Responsibilities

• Work proactively to form relationships with carrier and client contacts; may take an active role in meetings.
• Prepare and send requests for proposals to applicable insurance carriers and compile results in spreadsheets.
• 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 documents in accordance with office procedures and update 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

• More than 3 years of Commercial Lines client service experience, including experience with an insurance brokerage or independent insurance agency.
• Demonstrated experience in relevant lines of coverage and managing a book of business.
• Fluency with EPIC or a similar agency management system.
• Associate's Degree (or equivalent) or BA/BS preferred; HS Diploma or equivalent with additional education/training required.
• P&C Insurance License required upon hire.

Skills

• 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.
• 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, maintain a private workspace to secure company equipment and correspondence, high-speed internet, and minimize personal interruptions during your work shift.

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

Pay

The base salary range for this position is $75,000 – $82,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level, scope of the position, and geographic location. This position may also be eligible for performance-based incentives.

Schedule

Full-time hybrid role requiring in-office presence at least 3 days a week, with the flexibility to work from home on other days.