Personal Lines Account Manager, Affluent
NFP, an Aon company
full-time
Posted on:
Location Type: Hybrid
Location: Palm Springs • California • United States
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Salary
💰 $47,000 - $75,000 per year
About the role
- Works proactively to maintain relationships with carrier and client contacts.
- Lead client meetings for accounts assigned to them.
- Responsible for managing the renewal and marketing process from start to finish.
- Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.
- Creates and maintains client files in accordance with office procedures.
- Responsible for keeping client policy records in the agency management system.
- Servicing existing book of business; current book is approximately 400 accounts with 2M total premium.
- Retention and rounding-out of book is required.
Requirements
- More than 3 years of client service and Personal Risk/Affluent Personal Lines experience
- Experience with California Fair Plan and working with short-term rental policies is a plus
- EPIC agency management system experience preferred
- HS Diploma or equivalent is required; additional education and/or related training is preferred
- A P&C Insurance License is required upon hire.
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
client servicePersonal RiskAffluent Personal LinesCalifornia Fair Planshort-term rental policiesEPIC agency management systempolicy record managementrenewal process managementmarketing process management
Soft Skills
relationship managementcommunicationleadershipcollaborationorganizational skills
Certifications
P&C Insurance LicenseHS Diploma