Who We Are: 

We’re a seven-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and 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 has created long-lasting and successful relationships across our growing 300 nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.

NFP is hiring an Account Manager I.

The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. We're looking for Account Managers with experience in Habitational, Real Estate or Property Management. This position requires supporting the team in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications.

The Account Manager will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage a book of business under senior team member direction. Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager is learning to manage the clients from start to finish but require a great deal of supervision and direction from more senior team members.

Essential Duties and Responsibilities:

• Begins to develop relationships; attend meetings and may contribute.
• Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
• Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
• Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
• Assists on some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.

Knowledge, 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 technology

Education and/or Experience:

• Associate degree (or equivalent) and BA/BS preferred
• More than 3 years’ client service and/or industry and product line experience
• Habitational, Real Estate or Property Management a plus

Certificates, Licenses, Registration:

• Property & Casualty Insurance License required

What We Offer:

NFP 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.