[Remote] Personal Risk, Account Manager (CST Remote)

Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, is a recognized leader in business insurance and is looking for a Personal Risk Account Manager. This role involves servicing client accounts, managing the renewal and marketing process, and developing relationships with clients and carrier contacts to deliver effective services.

Responsibilities

• Works proactively to develop relationships with carrier and client contacts; takes an active role in meetings
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare the first draft of the renewal presentation
• Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Begins to communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive
• Creates and maintains client files in accordance with office procedures. Keep client policy records in the agency management system
• Utilize agency management system, rating system, and carrier websites
• The first line of answering billing questions from clients and insurance company personnel

Skills

• More than 3 years of Personal Lines client service experience. Must include experience with an insurance brokerage or independent insurance agency
• Demonstrated experience in relevant lines of coverage and managing a book of business
• Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners
• Fluency with EPIC or similar agency management system
• P&C Insurance License is required upon hire
• 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
• Associate's Degree (or equivalent) or BA/BS preferred

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• Performance-based incentives

Company Overview