Who We Are

We’re NFP, a five-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, 2020 and 2021. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.nfp.com/

This position will report to our Onancock, VA office. There is flexibility for a fully remote hire, with relevant lines of coverage, from any US City while working EST hours. 

The Role at NFP

Summary:

The Account Manager (1st level) is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. 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 and other written communications.  The Account Manager 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 a book of business under senior team members' direction.  Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager is learning to manage the clients from start to finish but requires a great deal of supervision and direction from more senior team members.

This would be an excellent opportunity for growth for a Sr. Coordinator, Associate Account Manager or other insurance admin/ops staff looking to gain Account Manager responsibilities.

We are also looking for an experienced Account Manager who is seeking to gain additional exposure by supporting a seasoned team of Account Executives and will therefore be able to gain advanced responsibilities.  

Essential Duties and Responsibilities:

• Begins to develop relationships; attend meetings and may contribute.
• Work with senior team members to prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in.
• Begin to participate in reviewing proposals and carrier source documents for accuracy under the direction of the Account Executive or Advisor.
• Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
• Assists in some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.

Knowledge, Skills, and/or Abilities:

• 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

Education and/or Experience: 

• Associates degree (or equivalent) and BA/BS preferred
• High-level client servicing experience required
• Insurance experience preferred or able to demonstrate a focus on an insurance career

Certificates, Licenses, Registration:

• P&C licensed or ability to obtain licensing within 3 months of hire

What We Offer

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst 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.

NFP and You... Better. Together.

NFP is an inclusive Equal Employment Opportunity employer.