Personal Risk, Account Manager (Chicago - hybrid)

NFP Corp•St. Louis, MO

5d•$65,000 - $73,000•Hybrid

About The Position

This role is responsible for independently managing and conducting comprehensive reviews of clients' insurance programs. Working closely with internal team members, carriers, and underwriting partners, this role analyzes current coverage, investigates changes in risk and rate, finds opportunities for improvement, and develops recommendations that support optimal coverage and pricing. The ideal candidate is highly detail-oriented, proactive, and organized, with an investigative and customer service approach, strong analytical skills, and the ability to work both independently and collaboratively while maintaining accurate client information and delivering an exceptional service experience.

Requirements

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 carrier contracts and documents
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
P&C Insurance License is required upon hire
More than 3 years of Personal Lines experience.
Must include experience with an insurance brokerage or independent insurance agency
Demonstrated experience in relevant lines of coverage
Demonstrated experience with related carriers such as Chubb, PURE, Berkley One, Cincinnati and Progressive
Fluency with EPIC or similar agency management system
Associate's Degree (or equivalent) or BA/BS preferred.
HS Diploma or equivalent with additional education/training required

Responsibilities

Works proactively to form relationships with carrier contacts.
Prepare and send the requests for annual reviews to our service team and edit the spreadsheet results as they come in. Prepare the final draft of the annual review document.
Takes the lead on analyzing insurance programs and carrier source documents for accuracy, changes to coverage and needed program updates. Communicates results directly with the team.
Creates and maintains client documents in accordance with office procedures. Keep client policy records in the agency management system.
Use EPIC agency management system, rating system, and carrier websites.