Personal Risk, Account Manager (Chicago - hybrid or remote)

NFP Corp•Chicago, IL

1d•$47,000 - $65,000•Hybrid

About The Position

The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day-to-day 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, partnering with 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, you may also continue to support the Account Management Team as assigned. We offer the flexibility of a hybrid schedule, minimal days a week (Wednesdays required) in our Chicago office. We will consider a remote option for well-qualified candidates with sufficient Personal Lines experience to manage a book with some independence.

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 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
More than 3 years of Personal Lines client service experience. Must include experience with an insurance brokerage or independent insurance agency
Demonstrated experience in relevant lines of coverage and running a book of business
Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners
Fluency with EPIC or similar agency management system
P&C Insurance License is required upon hire

Nice To Haves

Associate's Degree (or equivalent) or BA/BS preferred. HS Diploma or equivalent with additional education/training required.

Responsibilities

Works proactively to build relationships with carrier and client contacts; takes an active role in meetings.
Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare the first draft of the 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 documents in accordance with office procedures. Keep client policy records in the agency management system.
Utilize agency management system, rating system, and carrier websites.
The first line of answering billing questions from clients and insurance company personnel.