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About the Role

The Account Manager is responsible for working with Client Executives and other Account Managers to service client accounts. This role requires day-to-day client servicing, including file maintenance, issuance of surety bonds, and preparing presentation materials. You will develop relationships with clients and carrier contacts, working proactively to deliver services efficiently. You may also support the Account Management Team as assigned.

Responsibilities

Works proactively to develop relationships with carrier and client contacts.
Prepare and send the request for proposals to applicable surety carriers and spreadsheets results as they come in.
Takes the lead on reviewing carrier source documents for accuracy in collaboration with the Client Executive.
Begins to communicate directly with clients and carriers, with approval from the Client Executive.
Creates and maintains client files in accordance with office procedures.
Responsible for keeping client policy records in the agency management system.
May be the first line of answering billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary.

Requirements

More than 3 years of client service and/or industry and commercial or Personal lines product experience.
Surety experiences ideal, not required-will train as long as currently P&C licensed
Fluency with CRMs. EPIC preferred

Skills

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.
Sharp attention to detail, decision-making skills, and problem resolution.
Flexibility and adaptability to changing priorities, deadlines and technology.

Location

Remote

Work Type

Full-time

Experience Level

Mid-level

Education Level

P&C Insurance License required

Salary/Compensations

$60,000.00 – $98,000.00

Benefits

Competitive salary
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs

About the Company

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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.

Equal Opportunity

NFP is an inclusive Equal Employment Opportunity employer.