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Account Manager-Personal Lines
at NFP
Woodsville, NH

Account Manager-Personal Lines
at NFP
Woodsville, NH

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Description

As an Account Manager, you will serve and grow a book of Personal Insurance clients assigned to you by independently executing standard NFP client service deliverables. This includes, but is not limited to:
• Be nimble in your approach in identifying exposures, determining the appropriate solutions to those exposures and advising the customer of why the solutions are the best fit for them.
• Generating revenue growth results by identifying needs for additional lines of coverage via selling to various internal business lines and generating referrals for new opportunities.
• Be the lead in maintaining personal, long-term relationships with the clients, insurance carrier representatives and NFP staff.

This is a full-time position working from our Woodsville, NH office.

Essential Responsibilities:

  • Possess and maintain a positive attitude, including positive working relationships with clients and staff.
  • Engage and utilize service support teams to effectively provide customer service deliverables in a quality and timely manner.
  • Provide professional and prompt customer service including phone, email and walk-in inquiries on new and existing client accounts addressing questions on topics such as coverage, billing, reporting of claims, audits, etc.
  • Effectively determine appropriate actions for all account renewals 150-120 days prior to the effective date. Involve Account Executives and/or Producers as necessary.
  • Proactively initiate and execute account reviews with clients per agency guidelines and procedures.
  • Assist Account Executives/Producers with marketing Carriers for appropriate coverage as needed.
  • Facilitate requests and needs of Carriers on behalf of clients.
  • Enter client/prospect data into the Agency Management System (EPIC).
  • Secure and prepare summaries of clients’ historical Loss Data.
  • Use online carrier tools to develop quotations.
  • Prepare pre-renewal information for client’s review and approval.
  • Update client proposals.

Knowledge and Experience:

  • Property and Casualty License required or able to obtain within 3 months of hire.
  • At least 2 years of insurance/brokerage experience within Personal or Commercial Lines preferred.

NFP offers an attractive and competitive Benefits Package.

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