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About the Role
The Associate Account Manager (AAM) is a developmental role designed to build foundational skills, technical knowledge, and client-facing service experience to progress into an Account Manager position. The AAM supports account servicing activities through coordination, documentation, follow-up, and quality review of work completed across Shared Services.
Responsibilities
- Supports Account Managers and Account Executives in day-to-day client service activities.
- Assists in the preparation and coordination of client materials.
- Reviews work for accuracy, completeness, and client readiness.
- Maintains client documentation in accordance with internal standards and systems.
- Participates in client and internal meetings to build understanding of account management and client servicing.
- Develops a basic understanding of triage frameworks and the Shared Services delivery model.
- Establishes foundational knowledge of building and maintaining relationships with clients and carriers.
- Completes training and development activities aligned to progression into an Account Manager role.
Requirements
- Strong interest in pursuing a career in Commercial Lines Insurance Account Management.
- Ability to build relationships with clients, carriers, and internal partners.
- Analytical skills with attention to detail and accuracy.
- Ability to review and interpret policy documents, carrier correspondence, and insurance-related financial information.
- Strong customer service mindset and commitment to delivering exceptional client experiences.
- Ability to learn and effectively utilize Applied EPIC and other agency management systems.
Skills
- Client relationship building
- Analytical skills
- Attention to detail
- Accuracy
- Policy document interpretation
- Customer service
- Applied EPIC
- Agency management systems
Location
- Albany, NY
- Amherst, NY
- Kingston, NY
- Rochester, NY
- Pittsford, NY
- Fishkill, NY
- Danbury, CT
Work Type
- Full-time
- Hybrid
Experience Level
- 1-3 years of client service experience within the insurance industry or a related field preferred
- Exposure to commercial insurance products, policy administration, or account servicing is highly desirable
Education Level
- Associate’s degree or equivalent required
- BA/BS preferred
Salary/Compensations
- $55,000 – $70,000
Benefits
- Competitive salary
- PTO and paid holidays
- 401(k) with match
- Exclusive discount programs
- Health and wellness programs
About the Company
- NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance.
- 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.
- 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.
Equal Opportunity
- NFP is an inclusive Equal Employment Opportunity employer.