NFP, an Aon company

Account Manager

• Manage client accounts and service renewal processes
• Lead open enrollment presentations
• Day-to-day client service and project management
• Coordinate vendor relationships
• Ensure compliance with regulatory requirements

Benefits Account Manager II

Account Executive

• interact with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives
• support Producers who have clients with global exposure
• prepare risk management analysis and identify exposure while collaborating on submissions to go to market
• market, negotiate, and broker new and renewal quotes/opportunities
• work in conjunction with other brokers as the “backup” or second broker on certain assigned accounts
• engage and create a consultative role to explain features, advantages, and disadvantages of various insurance policies to internal producers, prospects, and clients
• assist internal producers with prospecting meetings, policy comparisons, claims advocacy, and product knowledge
• responsible for sending binding documents and ensuring policies are delivered to insureds
• participate in meetings and/or conference calls with the insured and/or underwriters
• responsible for attending industry events and social gatherings to cultivate, grow, and maintain relationships with clients and underwriters

Account Executive, Sales Support – Commercial Lines, Multinational

Insurance

• Responsible for broking new and renewal business
• Lead and execute the broking process
• Partner with account management to prepare complete submissions
• Develop solutions for complex placement scenarios
• Build strong relationships with carriers and internal teams
• Provide leadership through mentoring

AVP, Commercial Insurance Broker

Business Development Rep

• Develop and execute strategies to grow the firm’s client base among Endowments and Foundations.
• Identify and qualify high-value opportunities through networking, referrals, and industry engagement.
• Present the firm’s investment consulting capabilities, including services such as Investment Policy Statement development, strategic asset allocation, manager due diligence, and performance monitoring.
• Build and maintain executive-level relationships with boards, investment committees, and senior leadership of nonprofit organizations.
• Partner with research, operations, marketing, and client service teams to develop proposals, respond to RFPs, and deliver tailored solutions.
• Monitor trends in institutional investing, nonprofit governance, and regulatory developments impacting Endowments & Foundations.
• Drive achievement of sales targets and contribute to strategic growth objectives.

Managing Director – Business Development

Vice President

• Manage and execute broking strategies for Middle Market accounts.
• Negotiate terms and pricing with carriers; resolve placement challenges.
• Develop and maintain strong carrier and client relationships.
• Ensure compliance with brokerage standards and regulatory requirements.
• Collaborate with Broking Lead and Head of Brokerage on portfolio initiatives.
• Coach and develop Associate Broker/s; delegate tasks effectively.
• Support prospecting, cross-sell, and up-sell opportunities.
• Drive utilization of preferred carriers, panels, and strategic programs.
• Contribute to achieving team KPIs: growth, retention, margin.
• Coordinate with underwriters.

Senior Broker, Commercial Lines

• Responsible for working with Advisors/Client Executives and Account Executives to service client accounts
• Manage the renewal and marketing process from start to finish
• Prepare materials for presentations and communications
• Develop and maintain relationships with clients and carrier contacts

Account Manager – Flood Practice, Insurance

• Provide support to broking team members and contributes to strategic recommendations, problem solving, and solution development for prospects and clients.
• Develop a comprehensive understanding of prospect and client risk profiles and exposures.
• Negotiate with insurance carriers; drive financial and non-financial outcomes that support organic revenue development and retention.
• Ensure placements are handled according to NFP’s service model standards and timelines.

Commercial Insurance, Associate Broker

• Developing and maintaining the client relationship
• Day-to-day servicing of assigned accounts
• Managing the optimization process on expirations
• Providing effective and thorough renewal account reviews
• Cross-selling and up-selling for existing clients
• Maintaining data integrity (including Epic documentation/workflow & third-party systems)
• Collaborating and communicating proactively and efficiently with clients, carriers and co-workers

Commercial Insurance Account Manager – Select Accounts

• Responsible for working with Advisors/Client Executives and Account Executives to service client accounts
• Manage the renewal and marketing process
• Prepare materials for presentations and communications
• Establish relationships with clients and carrier contacts
• Address billing questions from clients and insurance company personnel

Commercial Insurance Account Manager

• 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

• Responsible for working with Consultants to service client accounts
• Managing the renewal process from start to finish
• Leading open enrollment presentations
• Taking an active role in client relationship building
• Day-to-day client service, project management, and vendor coordination
• Serve as the primary contact for clients, addressing their needs and concerns promptly and effectively
• Maintain regular communication with clients to ensure their satisfaction
• Build and deepen relationships with clients, fostering trust and long-term partnerships
• Manage the lifecycle and renewal process for client accounts
• Lead the implementation of new business and open enrollment processes
• Coordinate with vendors for seamless service delivery
• Review benefit plan summaries for accuracy, ensuring compliance with regulatory requirements
• Manage the renewal and marketing process from start to finish
• Maintain accurate and up-to-date documentation of client interactions.

Account Manager, Benefits

• Creates and maintains client files in accordance with office procedures
• Prepares ID cards, certificates of insurance, Accord applications, binders and cancellations under direction of more senior level staff
• Supports the Account Management Team by assisting in preparing quotes and working with carriers to gather renewal subjectivities
• Verifies that documentation (policies and endorsements,) and information requested are accurate
• Learns to perform policy checks, audit checks, and the process for completing coverage checklists and (under the direction of senior level staff)
• Verifies the accuracy and compliance of requested documentation (policies and endorsements)
• Processes premium and non-premium endorsements, follows up with carriers for outstanding policies, endorsements, corrections, etc

Account Coordinator

• Serve as the firm’s leading expert on life insurance planning strategies, legislative developments, and advanced sales concepts
• Develop, refine, and deliver advanced life insurance planning strategies across business, estate, and personal planning contexts
• Create and publish white papers, sales concepts, and presentation materials addressing current legislative and regulatory issues that influence life insurance strategies
• Design and lead advisor training programs — both in-person and virtual — to strengthen understanding of advanced life insurance applications and sales concepts
• Partner with field leadership, advisors, and other trusted professionals (attorneys, CPAs, planners) to craft client-specific solutions that drive measurable results
• Serve as a technical resource and thought leader representing the company in conferences, webinars, and key client meetings
• Monitor pending legislation, tax developments, and regulatory trends, interpreting their impact on insurance and estate planning
• Collaborate with marketing and product development teams to ensure messaging and materials align with advanced planning concepts and legal accuracy
• Supporting and Training internal team on concepts and updates in market
• Supporting and developing life cases with FAs and sales team

Vice President, Advanced Concepts and Training

• Responsible for working with Advisors/Client Executives and Account Executives to service client accounts.
• Support day-to-day account management for a specific set of clients.
• Manage the renewal and marketing process from start to finish.
• Prepare materials for presentations and communications.
• Assist team members with day-to-day client servicing.
• Develop and maintain relationships with clients and carrier contacts.

Account Manager, Personal Risk

Marketing

• Provide comprehensive support to the Account Management team in securing insurance programs for clients
• Support management of the portfolio renewal cycle ensuring service standards are met
• Compile client information and develop submissions for approval by Account Manager
• Participate in monthly Account Management team meetings to discuss changes in the insurance market

Benefits Account Manager II

Account Executive, Sales Support – Commercial Lines, Multinational

AVP, Commercial Insurance Broker

Managing Director – Business Development

Senior Broker, Commercial Lines

Account Manager – Flood Practice, Insurance

Commercial Insurance, Associate Broker

Commercial Insurance Account Manager – Select Accounts

Commercial Insurance Account Manager

Commercial Insurance Account Manager

Account Manager, Benefits

Account Coordinator

Vice President, Advanced Concepts and Training

Account Manager, Personal Risk

PCG Remarketing Specialist