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Sr. Account Manager - Personal Risk (hybrid)

Company: NFP Corp
Location: Bedford
Posted on: August 5, 2022

Job Description:

Who We Are We're NFP, a five-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, 2020 and 2021. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe businessispersonal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: SUMMARY: The Account Manager II will service an assigned book of clients by independently executing NFP client service deliverables, supporting agency growth, and building mutually beneficial long-term relationships. This includes, but is not limited to:

  • Having a nimble approach to identifying exposures and providing customized solutions
  • An active pursuit of revenue growth by upselling, account rounding and referrals within P&C, Group Benefits, and Wealth Management
  • Responsible for healthy long-term relationships with clients, carriers, and colleagues We offer the flexibility of a hybrid work schedule; must be able to work from our Bedford NH office a few days a week. Essential Duties and Responsibilities:
    • Maintains and fosters a positive attitude in the workplace
    • Follows agency guidelines for contact standards, documentation requirements, and workflows
    • Enters and maintains accurate client data in the CRM database
    • Uses agency technology to distribute and manage documents
    • Professional and prompt client service including phone, email, and walk-in inquiries
    • Engages and utilizes supporting service teams per agency guidelines to efficiently service clients in a timely manner
    • Provides positive leadership and direction to supporting service personnel
    • Liaises appropriately with industry partners and carriers to meet underwriting guidelines and satisfy recommendations
    • Proactively initiates and executes ongoing account reviews with clients per agency guidelines
    • Processes policy transactions
    • Remarkets accounts/policies when appropriate
    • Maintains average annual retention rate of 90% or higher
    • Proactively follows up on lost accounts for Win-back attempt
    • Secures an assigned number of upsells per month
    • Secures an assigned number of new lines of business per month
    • Meet annual growth deliverables
    • Monitors financial status of accounts, collect premiums and adhere to agency collection policies
    • Work on special projects at the direction of local leadership Knowledge, Skills, and/or Abilities:
      • Possesses a strong work ethic and integrity
      • Highly organized with excellent verbal and written communication
      • Confidence to make sound independent decisions
      • Flexibility and adaptability to changing priorities, deadlines, and technology
      • Demonstrates the ability to quickly and proficiently understand and implement new information
      • Ability to meet servicing timelines by prioritizing and multi-tasking
      • Ability to successfully interact and function well in both a team environment andautonomously
      • Ability to maintain calm under pressure
      • Proficiency in Microsoft Office products, specifically Word, Excel and Outlook
      • Possess strong analytical and problem-solving skills
      • Sharp attention to detail Education and/or Experience:
        • More than 3 years' client service and/or industry and product line experience preferred
        • High School graduate or general education degree (GED) required
        • P&C License required
        • CRM knowledge; EPIC preferred Preferred Qualifications:
          • Professional insurance designation
          • College Degree What We Offer NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. NFP and You... Better. Together. NFP is an inclusive Equal Employment Opportunity employer.

Keywords: NFP Corp, Bedford , Sr. Account Manager - Personal Risk (hybrid), Executive , Bedford, Texas

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