Account Manager I

NFP•Plainview, NY

7d•$48,000 - $80,000

About The Position

The Account Manager I is responsible for working with Brokers/Account Managers to service large complex property/casualty clients. The position requires supporting them in the day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic, organizational and communications skills. The Account Manager I will work with senior team members to manage the renewal and marketing process and prepare materials for presentations and communications. While in this role, this person will begin to learn to manage large property/casualty programs under senior team member direction.

Requirements

Highly organized with excellent verbal and written communication skills
Self-confidence 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 on establishing 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
Associates degree (or equivalent) and BA/BS preferred
More than 3 years’ client service and/or industry and product line experience
Appropriately licensed or ability to obtain licensing if required

Responsibilities

Gather and input data into the agency management system, provide assistance with various tasks and processes relative to new and renewal business
May learn to prepare specifications &/or Acord apps as necessary for marketing/pricing under the direction of a senior level colleague
May assist or “shadow” senior level colleague(s) in the marketing and negotiating of specific program lines of business
May participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Manager
Creates and maintains client files in accordance with NFP’s Service Model Standards
Responsible for maintaining client policy records in the agency management system
Prepares ID cards, certificates of insurance, Accord applications, binders and cancellations under direction of more senior level staff
Verifies Coverage for certificates of insurance issued by dept Processor or other team members
Verifies that documentation (policies and endorsements,) and information requested are accurate
Learns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior level staff)
Verifies the accuracy and compliance of requested documentation (policies and endorsements)
Process premium and non-premium endorsements, follow up with carriers for outstanding policies, endorsements, corrections, etc.
Invoicing, finance agreement preparation and assist on billing questions from clients, accounting personnel and insurance company personnel when necessary
Processing Broker of Record Requests
May Complete Affidavits and Due Diligence Forms for non-admitted placement
Special projects as assigned by management or senior level staff