NFP, an Aon company

Account Manager

• 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.

Personal Insurance Account Manager

Insurance

• Assist the advisor throughout the underwriting and requirement gathering process
• Ensure that all cases move efficiently through the process
• Communicate with the advisor, carrier, and others to complete the needed requirements
• Provide best-in-class service by reviewing cases frequently and advocating for the advisor and insured

Life Insurance New Business Case Manager

• The Sr. Vice President has local and regional responsibility for multiple highly complex clients.
• This Sr. Leadership role reports directly to the Northeast Regional Managing Director.
• Work with Producers to help manage and grow their book of business.
• Strategize with Producers in acquiring and marketing new business.
• Ensure a seamless renewal process for clients.
• Provide expert guidance on all commercial coverage lines.
• Lead new business pursuits: shape submission strategy, craft proposals and pitch materials, and participate in sales calls to help evaluate opportunities and drive close rates.

Personal Insurance Account Manager

Life Insurance New Business Case Manager

SVP, Commercial Insurance – Strategic Business Partner