Sr. Account Manager, Real Estate P&C
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
NFP's Real Estate Practice is a specialized team supporting complex real estate clients across the country, delivering customized risk management and insurance solutions for some of the industry's most sophisticated organizations. The Senior Account Manager will collaborate with Account Executives, Advisors, carriers, and clients to manage all aspects of account service, renewal strategy, and marketing efforts while delivering exceptional responsiveness and white-glove service. Real estate experience is preferred, though candidates from complex commercial insurance specialties with transferable experience are encouraged to apply. This role offers exposure to large and complex accounts, meaningful client relationships, and a dynamic environment. We are open to hiring in the Eastern region with a preference for the Northeastern region and offer 100% remote work.
Responsibilities
- 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.
- 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; keep 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.
- Ability 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.
- Ability to read, analyze, and reconcile financial reports.
- 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.
- Associate degree (or equivalent); BA/BS preferred.
- More than 3 years of client service and/or industry and product line experience.
- P&C Insurance License required.
Benefits
- Competitive salary
- PTO & paid holidays
- 401(k) with company match
- Exclusive discount programs
- Health & wellness programs
Pay
The base salary range for this position is $68,000.00 – $98,000.00. The offered salary will be determined by factors including experience, credentials, education, certifications, skill level, scope of the position, and geographic location. This position may also be eligible for performance-based incentives.