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SalaryWho We Are
We’re a seven-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and 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 business is personal. Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.
NFP is hiring an Account Manager. The primary function of this position is to provide quality service to clients and cross-sell/account-round within the existing book of business. The Account Manager (AM) will manage and control relationships with clients in collaboration with Producers, Account Executives, and Account Coordinators where applicable.
Daily servicing of clients will include, but not limited to; coverage and exposure analysis, endorsement activity, routine coverage, billing questions, problem-solving, renewal control, preparation of quotes/proposals, and binding coverage.
The AM should have P&C experience and a license. Ideally have knowledge and experience in select commercial insurance including, but not limited to, commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood. The AM will have support of a dedicated Account Coordinator (AC).
This role will ideally work in-office OR Hybrid from our Louisville, CO office. We are flexible for a remote work arrangement for candidates experienced in Commercial Lines and who can demonstrate efficiency in meeting deliverables and are experienced in EPIC agency management system. If you are not experienced in EPIC, on-site training will be required from one of our West Coast offices.
Job Duties
- Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations
- Provide consistent, accurate, timely, and pertinent communication to clients
- Resolve/assist with any service issues/questions
- Assist clients in making appropriate coverage changes
- Inform and educate clients about coverage, exclusions, and exposures and document electronic files accordingly
- Respond to clients’ needs by providing/producing binders, certificates, policies, auto id cards, evidence of insurance, and other related items accurately and on time
- Monitor and review client satisfaction
- Electronically document all communication with clients
- Review policies
- As appropriate, market, negotiate, prepare and analyze alternative renewal options
- Develop written, graphic, and electronic renewal materials as appropriate
- Follow established agency procedures for effective utilization of agency management system
- Take advantage of personal and professional development opportunities such as continuing education, professional designations, and in-house training
- Adhere to all state laws and regulations regarding insurance agents (licensing, continuing education, etc)
- Assist with or complete other tasks as directed by agency management
Knowledge, Skills, and/or Abilities
- Highly organized with excellent verbal and written communication skills.
- Self-confident to make sound independent decisions
- Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
- Ability to handle situations in a calm, courteous and professional manner
- Customer focused to establish and maintain effective relationships
- Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
- Must be able to read, analyze and financial reports
- Possess strong analytical and problem-solving skills
- Sharp attention to detail, decision-making skills, and problem resolution
- Flexibility and adaptability to changing priorities, deadlines and technology.
- In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters
- Must understand marketplace trends and best practices to meet clients’ needs
- Ability to prioritize and self-manage workload
- EPIC experience is preferred, but will consider other agency management system experience
Education and/or Experience
- More than 3 years’ client service and/or industry and product line experience.
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. The base salary range for this position is $55,000 – $78,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You… Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
