Affluent Personal Lines, Account Manager (NJ hybrid)

NFP•Berkeley Heights, NJ

10d•$60,000 - $65,000•Hybrid

About The Position

P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty. We are a retail operation for affluent and wealthy individuals and families seeking personal lines products in the United States, parts of Europe, and Canada. Our headquarters are in New York City with offices across the country - specializing in insurance ranging from homeowners and auto to specialty lines, such as aircraft and watercraft. 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. The Account Manager will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their 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 their own clients, may also continue to support the Account Management Team as assigned. We offer the flexibility of a hybrid work schedule of at least 2 days a week from our Berkley Heights, NJ office and other days from home.

Requirements

When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift.
Must have Personal Lines and High Net Worth/Private Client Group (PCG) client coverage experience.
P&C Account/Client Management experience with a retail brokerage or independent agency.
Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
Familiarity with major markets, such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati. This includes knowledge of their products, appetite and experience with their quoting systems.
Highly professional and self-motivated.
Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, and carriers and interact with a variety of people/personalities.
Proficiency in Outlook, Word, and Excel.
Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
Self-confident to make sound independent decisions.
Possess technical expertise plus solid analytical and problem-solving skills.
Ability to handle situations in a calm, courteous and professional manner.
A bachelor’s degree is preferred.
HS Diploma or GED is required with additional learning/certifications.
Ideally, more than 2 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience. This must include experience at an independent agency or retail insurance brokerage.
In addition to familiarity with the major markets as mentioned above, a familiarity with carriers such as Travelers and Progressive as well as The National Flood Ins. Program.
Experience with an agency management system/CRM is required.
P&C Insurance License required upon hire or able to obtain within 6 months of hire

Nice To Haves

Fluency with Epic is a plus.
A combination of experience, education with internships will be considered.

Responsibilities

Works proactively to develop relationships with carrier and client contacts; may take active role in meetings.
Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
First draft of 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 files in accordance with office procedures.
May be responsible for keeping client policy records in the agency management system.
First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.