Posting DescriptionSummary:NFP's Real Estate Practice is a specialized team that supports complex real estate clients across the country, delivering customized risk management and insurance solutions for some of the industry's most sophisticated organizations. The Senior Account Manager will work collaboratively with Account Executives, Advisors, carriers, and clients to manage all aspects of account service, renewal strategy, and marketing efforts while delivering the exceptional responsiveness and white-glove service our clients expect. Success in this role requires strong analytical capabilities, attention to detail, and the ability to interpret financial reports, policy structures, and coverage programs to help clients make informed decisions. Real estate experience is preferred, though candidates from complex commercial insurance specialties with transferable experience are encouraged to apply. This is an opportunity to join a highly respected specialty practice that offers exposure to large and complex accounts, meaningful client relationships, and a dynamic environment where no two days are alike. We are open to hiring in the Eastern region with a preference for the Northeastern region and 100% remote.
Essential Duties and Responsibilities:- Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
- Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. First draft of 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 files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
- First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
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
- 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.
Education and/or Experience:- Associates degree (or equivalent), and BA/BS preferred
- More than 3 years' client service and/or industry and product line experience.
Certificates, Licenses, Registration:- P&C Insurance License required.
What We Offer:We're 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 $68,000.00 - $98,000.00. 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.
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