National Financial Partners
Sr Account Manager, Complex Risk (Hybrid-Plainview Offices)
National Financial Partners, Plainview, New York, United States, 11803
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com .
Join the Complex Risk Team at NFP
A rewarding career opportunity for insurance professionals
Are you looking for a new challenge in the insurance industry? Do you have two or three years of experience in a small business unit or as an assistant on large middle market accounts? Do you want to work in a collaborative environment with like-minded professionals who service national clients? If you answered yes to these questions, then you might be the right candidate to join the Complex Risk Team at NFP.
NFP is a leading insurance broker and consultant that provides employee benefits, property and casualty, retirement, and individual solutions. Our Complex Risk Team specializes in designing and delivering customized solutions for clients with complex and unique exposures. We work with a diverse range of industries, such as construction, energy, hospitality, manufacturing, and technology.
As a member of the Complex Risk Team, you will have the opportunity to grow your career in the insurance industry and expand your marketable skills. You will work closely with senior brokers and account executives who will mentor you and provide you with feedback and guidance. You will also have access to NFP's transformational development programs, which offer continued education and training to help you achieve your professional goals.
Some Essential Duties and Responsibilities:The Senior Account Manager may have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Broker, Account Executives and Advisors.Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to them.Communicates directly with clients and carriers, in collaboration with the Broker, Account Executive or Advisor/Client Executive.Gather and input data into the agency management system, provide assistance with various tasks and processes relative to new and renewal business.Work with senior team members to prepare specifications &/or accord apps as necessary for marketing/pricing.Verifies Coverage for certificates of insurance issued by dept Processor or other team membersMay prepare id cards and certificates of insurance.Policy checking, audit checks, and the completion of coverage checklists and coverage recommendations.Processes premium and non-premium endorsements, follows up with carriers for outstanding policies, endorsements, corrections, etc.Utilize NFP's Service Model as a source for the latest processes, tools and resources to support delivering best in class service to NFP's clients and carrier partners.May have an assigned book of business.Knowledge, Skills, and/or Abilities:
Highly organized with excellent verbal and written communication skills.Self-confident to make sound independent decisions.Able to work overtime as necessary.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 mannerCustomer focused to establish and maintain effective relationshipsIntermediate level of experience in Microsoft Office products, specifically Word, Excel and OutlookIntermediate level of experience in agency management system(s)Ability to prioritize multiple tasks to meet deadlinesPossess strong analytical and problem-solving skillsSharp attention to detail, decision making skills, and problem resolutionFlexibility and adaptability to changing priorities, deadlines and technology.Education and/or Experience:
BA/BS preferredTypically, three or more years industry and/or product line experience.Certificates, Licenses, Registration:P&C Insurance License requiredEssential Duties and Responsibilities:
Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to them.The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system.Will have an assigned book of business.Knowledge, Skills, and/or Abilities:
Highly organized with excellent verbal and written communication skills.Self-confident to make sound independent decisions.Able to work overtime as necessary.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 mannerCustomer focused to establish and maintain effective relationshipsIntermediate level of experience in Microsoft Office products, specifically Word, Excel and OutlookIntermediate level of experience in agency management system(s)Ability to prioritize multiple tasks to meet deadlinesMust be able to read, analyze and reconcile financial reportsPossess strong analytical and problem-solving skillsSharp attention to detail, decision making skills, and problem resolutionFlexibility and adaptability to changing priorities, deadlines and technology.Education and/or Experience:
BA/BS preferredTypically, more than five years industry and product line experience.Certificates, Licenses, Registration:
P&C Insurance License required
What We Offer
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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 $80,000 $110,000.
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 f
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com .
Join the Complex Risk Team at NFP
A rewarding career opportunity for insurance professionals
Are you looking for a new challenge in the insurance industry? Do you have two or three years of experience in a small business unit or as an assistant on large middle market accounts? Do you want to work in a collaborative environment with like-minded professionals who service national clients? If you answered yes to these questions, then you might be the right candidate to join the Complex Risk Team at NFP.
NFP is a leading insurance broker and consultant that provides employee benefits, property and casualty, retirement, and individual solutions. Our Complex Risk Team specializes in designing and delivering customized solutions for clients with complex and unique exposures. We work with a diverse range of industries, such as construction, energy, hospitality, manufacturing, and technology.
As a member of the Complex Risk Team, you will have the opportunity to grow your career in the insurance industry and expand your marketable skills. You will work closely with senior brokers and account executives who will mentor you and provide you with feedback and guidance. You will also have access to NFP's transformational development programs, which offer continued education and training to help you achieve your professional goals.
Some Essential Duties and Responsibilities:The Senior Account Manager may have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Broker, Account Executives and Advisors.Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to them.Communicates directly with clients and carriers, in collaboration with the Broker, Account Executive or Advisor/Client Executive.Gather and input data into the agency management system, provide assistance with various tasks and processes relative to new and renewal business.Work with senior team members to prepare specifications &/or accord apps as necessary for marketing/pricing.Verifies Coverage for certificates of insurance issued by dept Processor or other team membersMay prepare id cards and certificates of insurance.Policy checking, audit checks, and the completion of coverage checklists and coverage recommendations.Processes premium and non-premium endorsements, follows up with carriers for outstanding policies, endorsements, corrections, etc.Utilize NFP's Service Model as a source for the latest processes, tools and resources to support delivering best in class service to NFP's clients and carrier partners.May have an assigned book of business.Knowledge, Skills, and/or Abilities:
Highly organized with excellent verbal and written communication skills.Self-confident to make sound independent decisions.Able to work overtime as necessary.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 mannerCustomer focused to establish and maintain effective relationshipsIntermediate level of experience in Microsoft Office products, specifically Word, Excel and OutlookIntermediate level of experience in agency management system(s)Ability to prioritize multiple tasks to meet deadlinesPossess strong analytical and problem-solving skillsSharp attention to detail, decision making skills, and problem resolutionFlexibility and adaptability to changing priorities, deadlines and technology.Education and/or Experience:
BA/BS preferredTypically, three or more years industry and/or product line experience.Certificates, Licenses, Registration:P&C Insurance License requiredEssential Duties and Responsibilities:
Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to them.The Senior Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors.Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive.Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system.Will have an assigned book of business.Knowledge, Skills, and/or Abilities:
Highly organized with excellent verbal and written communication skills.Self-confident to make sound independent decisions.Able to work overtime as necessary.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 mannerCustomer focused to establish and maintain effective relationshipsIntermediate level of experience in Microsoft Office products, specifically Word, Excel and OutlookIntermediate level of experience in agency management system(s)Ability to prioritize multiple tasks to meet deadlinesMust be able to read, analyze and reconcile financial reportsPossess strong analytical and problem-solving skillsSharp attention to detail, decision making skills, and problem resolutionFlexibility and adaptability to changing priorities, deadlines and technology.Education and/or Experience:
BA/BS preferredTypically, more than five years industry and product line experience.Certificates, Licenses, Registration:
P&C Insurance License required
What We Offer
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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 $80,000 $110,000.
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 f