Who We Are
NFP, an Aon company, is a multiple 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 are an organization of consultative advisors and problem solvers. We help 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. To learn more, please visit: https://www.NFP.com.
Summary:
The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires daily client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. You will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, you will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing your own clients, may also continue to support the Account Management Team as assigned.
This is a full-time role with a hybrid work schedule of 2-3 days in our Houston, TX office. The hours are Monday to Friday, 8am to 5pm.
Essential Duties and Responsibilities:
- Works proactively to develop relationships with carrier and client contacts; take active role in meetings
- Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare first draft of 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. Keeping client policy records in the agency management system.
- First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
Knowledge, Skills, and/or Abilities:
- Must be able to work at least 2-3 days from our Houston office; other days from home
- 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
- 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:
- Associates degree (or equivalent), and BA/BS preferred
- Proficiency with Applied EPIC Agency Management System or similar system highly preferred
- More than 3 years’ client service and/or industry and product line experience
- Intermediate Excel skills required
Certificates, Licenses, Registration:
- P&C Insurance License required.
What We Offer
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.
