Personal Insurance Account Manager

NFP, an Aon company

Account Manager managing client accounts at NFP, providing solutions for risk, workforce, wealth management, and retirement.

Posted 4/14/2026full-timeLewiston • Maine • 🇺🇸 United StatesMid-LevelSenior💰 $40,000 - $65,000 per yearWebsite

About the role

Key responsibilities & impact

Work 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.

Requirements

What you’ll need

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.
High School or GED required.
Associates degree (or equivalent), and BA/BS preferred.
Experience in personal lines insurance.
P&C Insurance License required.

Benefits

Comp & perks

PTO & paid holidays
401(k) with match
exclusive discount programs
health & wellness programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Microsoft OfficeWordExcelOutlookfinancial report analysisproblem solvingdata reconciliationproposal draftingclient file managementbilling inquiry resolution

Soft Skills

organizational skillsverbal communicationwritten communicationindependent decision makingteam collaborationcustomer focusattention to detailadaptabilityprofessionalismtime management

Certifications

P&C Insurance LicenseHigh School Diploma or GEDAssociates degreeBA/BS degree