Personal Risk, Account Manager (Chicago - hybrid or remote)

Summary

NFP, an Aon company, provides risk, workforce, wealth management, and retirement solutions through a consultative, people-first approach. The Personal Risk Account Manager services a portfolio of client accounts, manages renewals and marketing processes, prepares client presentation materials, and develops relationships with clients and insurance carriers.

Responsibilities

• Works proactively to build relationships with carrier and client contacts; takes an active role in meetings
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare the first draft of the 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 documents in accordance with office procedures. Keep client policy records in the agency management system
• Utilize agency management system, rating system, and carrier websites
• The first line of answering billing questions from clients and insurance company personnel

Skills

• • 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
• • Ability to prioritize multiple tasks to meet deadlines
• • Must be able to read, analyze and reconcile 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
• • More than 3 years of Personal Lines client service experience. Must include experience with an insurance brokerage or independent insurance agency
• • Demonstrated experience in relevant lines of coverage and running a book of business
• • Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners
• • Fluency with EPIC or similar agency management system
• • Associate's Degree (or equivalent) or BA/BS preferred
• HS Diploma or equivalent with additional education/training required
• • P&C Insurance License is required upon hire

Qualifications

Must Haves

• • 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
• • Ability to prioritize multiple tasks to meet deadlines
• • Must be able to read, analyze and reconcile 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
• • More than 3 years of Personal Lines client service experience. Must include experience with an insurance brokerage or independent insurance agency
• • Demonstrated experience in relevant lines of coverage and running a book of business
• • Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners
• • Fluency with EPIC or similar agency management system
• • Associate's Degree (or equivalent) or BA/BS preferred
• HS Diploma or equivalent with additional education/training required
• • P&C Insurance License is required upon hire

Benefits

• PTO and paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• Hybrid schedule in the Chicago office, with a remote option for well-qualified candidates with sufficient Personal Lines experience to manage a book with some independence
• Performance-based incentives may be available in addition to the base salary
• Two “Global Wellbeing Days” each year
• A variety of working style solutions
• A continuous learning culture that helps colleagues learn, share and grow