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NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.
Summary of Role:
The Senior Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. As the Senior Account Manager, you will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. In addition, you will prepare materials for presentations and communications and assist team members with day-to-day client servicing. At this level, the Senior Account Manager takes an active speaking role in client meetings. While in this role, you should be maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. Some Senior Account Managers may be responsible to manage their own block of business.
This is a full-time, in-office position from working from our Ocean Pines, MD office, with flexibility of a hybrid schedule after training.
Essential Duties and Responsibilities:
- Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to them.
- The Senior 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.
- Will have an assigned book of business.
Knowledge, Skills, and/or Abilities:
- 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).
- 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:
- BA/BS or insurance industry training and/or license preferred
- More than 5 years of client service and/or industry and product line experience preferred
- Experience with EPIC or other client management CRM preferred
Certificates, Licenses, Registration:
- P&C Insurance License 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.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
