NFP, an Aon company

Account Manager

• Provide clients with expertise in the field of Commercial Lines insurance for our medical device program
• Maintain and develop existing and new customers through appropriate propositions, ethical sales methods, and relevant internal liaison to optimize quality of service, business growth, and customer satisfaction
• Support and maintain the Commercial Lines Department, including staff and production
• Service of Commercial Lines Insurance
• Disseminate appropriate needs of client as it relates to Commercial Insurance
• Facilitate requests and needs of Carriers on behalf of clients
• Enter client/prospect data into Agency Management System (EPIC)
• Secure and prepare summaries of clients’ historical Loss Data
• Assist Client Executives (aka Producers) with marketing Carriers for appropriate coverage as needed
• Use online carrier tools to develop quotations
• Prepare pre-renewal information for client’s review and approval
• Update client proposals
• Process completed applications, including follow-up for documents required
• Request policy changes as requested by client, Account Executive or Producer
• Check Policies, Endorsements and Policy Audits for accuracy
• Bill policy transactions
• Follow through on transactions to ensure policies are properly issued

Commercial Account Manager

Account Executive

• Provide the best possible benefits administration experience for clients and brokers, ensuring high satisfaction and business retention.
• In coordination with sales executives, ensure a satisfactory onboarding experience for new clients.
• Manage and ensure appropriate delivery, documentation, and resolution of all renewals and plan changes.
• Identify opportunities and sell add-issue.
• Provide prompt response and resolution to issues, coordinating resources internally and at carriers when required.

Senior Account Executive, Benefits Administration

Administration

• Provide direction to plan sponsors for designing and maintaining qualified plans
• Perform retirement plan administration and consulting for clients
• Review, process, and/or approve participant distribution and loan requests
• Reconcile trust assets and contributions
• Assist clients with navigation of secure recordkeeping portals
• Perform compliance testing and calculations
• Prepare and file government forms including 5500, 5330, and related schedules
• Develop relationships with clients and advisors
• Ensure adherence to government filing requirements

Senior Plan Administrator

Vice President

• Maintain ongoing relationships with complex and large clients;
• Act as the subject matter expert on Property & Casualty and carrier products and services.
• Supervise a Department or function
• Performs marketing functions for all new and renewal business.
• Prepares renewal proposals for presentation to client, as well as new business proposals.
• May visit clients to review insurance programs or new products, or introduce new products
• Assist in the recruitment and interview process for open positions
• Attend new business and renewal presentations as needed
• Monitor various EPIC reports and discuss them with staff as necessary
• Responsible for keeping up on industry changes and market strategies and communicating information with staff as necessary
• EPIC experience a plus

Regional Senior Vice President, Commercial Lines

• Interacts with clients on a day-to-day basis while developing and maintaining relationships
• Prepares applications, specifications and marketing strategy for new business and renewals of assigned clients
• May require supporting a Team Lead and will have the expectation of growth
• May have revenue goals and/or client retention targets
• Negotiates terms, conditions, coverage limits, and pricing with carriers and wholesalers
• Works with the Claims Department on relevant claims for assigned clients
• Responsible for accurate information to avoid any E&O claims
• Maintains a follow-up system to ensure policies, endorsements, and other information is received
• Builds and maintains strong relationships with carriers and clients through regular contact and visits
• Keeps clients apprised of appropriate industry trends and events

Affluent Personal Lines Account Executive

AI Engineer

• Own the enterprise AI platform, including Microsoft AI ecosystem (Azure AI, Copilot, Power Platform)
• Manage platform architecture, environments, and integrations
• Own licensing, cost management, and vendor relationships
• Lead delivery of AI and automation solutions across all business units
• Establish a repeatable delivery model for AI and automation initiatives
• Lead enterprise AI training and enablement programs

SVP, AI Platform – Automation

• Lead all technology due diligence activities for acquisitions and divestitures
• Oversee execution of Day 1 and Day 2 technology integration activities
• Manage identity, endpoint, collaboration, and infrastructure transitions
• Ensure business continuity and minimal disruption during integrations
• Establish and maintain standardized integration playbooks and processes
• Lead enterprise infrastructure operations, including: Cloud, network, and identity services
• Partner with business leaders to assess and rationalize technology platforms
• Oversee all technology aspects of real estate initiatives

SVP, Technology M&A

• Interacts with clients day-to-day while developing and maintaining relationships
• Prepares applications, specifications, and marketing strategies for new business
• Negotiates terms, conditions, coverage limits, and pricing with carriers
• Works with the Claims Department on relevant claims
• Maintains accurate information to avoid E&O claims

Private Client Account Executive – PST

• Handling the tax needs of clients regarding personal and business tax matters
• Includes tax return preparation and review
• Year-end tax projection planning
• Estimates and tax research

Tax Manager

Data Entry

• Enter confidential and protected health information (PHI) related to resident incidents into the company’s proprietary ERMA system with a high degree of accuracy and completeness.
• Review incident details and apply established company protocols to assess and document risk levels consistently.
• Meet or exceed required hourly production standards while maintaining strict accuracy and data quality expectations.
• Perform quality review of incident entries to identify errors, omissions, or inconsistencies and correct them promptly.
• Maintain data integrity by ensuring all records are complete, properly categorized, and compliant with internal guidelines.
• Communicate clearly and professionally with internal teams to resolve missing, unclear, or incomplete information as needed.
• Adhere to confidentiality, privacy, and security standards when handling sensitive health information.
• Successfully self‑manage time and workload in a remote work environment while consistently meeting performance expectations.
• Assist with additional job‑related duties, audits, or special projects as assigned.

Data Processor – Long Term Care Incidents

• Administer OCIP/CCIP insurance programs for construction projects
• Coordinate contractor and subcontractor enrollment
• Review and validate enrollment documentation
• Utilize internal database systems to track contractor enrollment, compliance status, and documentation
• Maintain accurate and up-to-date records within program management systems
• Track contractor compliance with insurance requirements
• Review certificates of insurance (COIs) and endorsements
• Monitor (COIs) expirations, renewals, and outstanding items
• Follow up with contractors
• Collect, analyze and track contractor payroll reports
• Reconcile payroll data
• Calculate insurance credits based on payroll, classifications, and applicable program rates
• Input, update, and extract data from database systems to support reporting and audits
• Generate reports on enrollment, compliance, and financial exposures
• Act as liaison between contractors, brokers, and internal teams
• Respond to inquiries and provide guidance to contractors

OCIP/Insurance Program Administrator

• Manage primary client relationship and development of customer service plan.
• Maintain a focus on growth and retention of assigned book of business.
• Establish and maintain a high level of trust with clients through consistent contact and proactive resolution of any actionable serving items, questions or concerns.
• Initiate client meeting to strategize for the renewal marketing process.
• Advise on the best coverage alternatives.
• Able to review ownership and management contracts, property leases and other contractual documents to gather important information and insurance requirements for compliance purposes.
• Will discuss and negotiate coverage and related pricing with carriers and wholesalers based on in depth understanding of client’s exposures and historical claims.
• Prepare renewal submission based on strategy client meeting results, including loss analysis, changes in exposure/operations and recommended coverage options.
• Conduct renewal presentation with clients either individually or with other members of the team.
• Strong knowledge of Marketing/Underwriting Process including selecting appropriate markets based on appetite, presenting the clients operational story in the best light to the underwriter, summarizing historical claims, documenting carrier clearance.
• Continuing high-level and consistent carrier/wholesale communication to obtain the most comprehensive quote by the target timeline.
• Be a strategic negotiator to obtain comprehensive coverage and most competitive premium.
• Develop strong relationships with business partners including carrier underwriters, wholesalers and any other professional service providers.
• Set priorities and manage workflow and timelines to ensure goals are met.
• Document correspondence, electronic documents and all pending activities wit in the Management Operating System.
• Engage and encourage consistent professional communication with clients, carriers and staff.
• Provide consistent and clear guidance to the associate account manager or other support staff.
• Oversight and sign off of all client servicing tasks, Pre-Renewal and Post-binding work that the assigned associate is accountable for.
• Stay informed with industry insurance information, training, new available markets or technologies and changing legislation affecting the eldercare industry.
• Inclusive engagement of the assigned associate with client virtual and/or phone calls in order for the entire team to understand next steps and outcomes.
• Strong communication and proactive engagement with the assigned associate in order to foster high level of collaboration and a learning environment.

Commercial Lines Account Manager, Senior AM

Client Services Representative

• Supports the Relationship Manager by scheduling and coordinating activities and initiatives that facilitate the new policy and client service processes
• Assembles meeting preparation documents pertaining to the client/prospect prior to sales meetings
• Performs all insurance underwriting duties
• Schedules medical insurance exams and orders all Attending Physician Statements
• Follows up with the client and Relationship Manager during the underwriting process
• Partners with the New Business Team to manage all new business cases
• Participates in Relationship Manager/New Business case management calls
• Reviews insurance policies and prepares them for delivery
• Processes all policy changes including reinstatement of lapsed cases
• Partners with Private Wealth Management Team to process individual asset management applications
• Processes all insurance policy service requests
• Interacts on a daily basis with insurance carriers and vendors
• Creates client correspondence as needed

Client Service Associate

• Assist a team of 7+ Account Managers with daily or routine responsibilities in processing endorsements, agency bill transactions, creating evidences of insurance and automobile identification cards and direct bill reconciliations
• Will liaise with external carriers and escrow companies
• Inputs changes (such as renewals) and files various items electronically in EPIC document management system
• Follow up with the insurance companies for outstanding policy endorsements, etc.
• Prepares I.D. cards, evidence of insurance, applications, binders and cancellations under the direction of Account Manager or Account Executive
• Maintains suspense file both electronic and manual for various correspondence and endorsements
• Processes premium and non-premium endorsements
• Will assist on various projects as needed and assign by Department Manager
• Matches mail, i.e. policies, endorsements, pending mail, copies
• When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift

Personal Insurance Service Center Account Coordinator

Sales

• Responsible for all the Sales Administrative and operational activities performed in NY & Baltimore.
• Lead the logistics and coordination of all sales events, including Relationship Manager Happy Hours, "Live Under 5," Lunch & Learns, and dinners.
• Partner with Sales Operations to coordinate RM training sessions and related activities.
• Provide operational and administrative support to Sales Managers, including complex calendaring, travel coordination, meeting logistics, and expense reporting (Concur).