Account Manager managing client accounts for NFP, providing risk and wealth management solutions. Collaborating with Advisors and Executives to service client needs.
Responsibilities
Works proactively to maintain relationships with carrier and client contacts.
Lead client meetings for accounts assigned to them.
The 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.
Requirements
Typically, more than 2 years of Personal Lines experience
Recent retail brokerage or agency experience is required
Experience with East Coast markets preferred
EPIC agency management system or similar system experience is required
HS Diploma or equivalent is required; additional education and/or related training is preferred
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