NFP, an Aon company

Personal Insurance Account Manager

NFP, an Aon company

full-time

Posted on:

Location Type: Hybrid

Location: Lewiston • Maine • United States

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Salary

💰 $40,000 - $65,000 per year

About the role

  • 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

  • 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
  • PTO & paid holidays
  • 401(k) with match
  • exclusive discount programs
  • health & wellness programs
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

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