Now Hiring - NFP - Personal Risk Account Manager II (Hybrid) in Phoenix, AZ

Full description of the position

Who We Are:

NFP is a six-time 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’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,500 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: [please apply online] of Role:

The Account Manager II is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. The Account Manager II will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.

Essential Duties and Responsibilities:

• Works proactively to develop relationships with clients and carriers.
• Quote and issue policies and endorsements in carrier websites and document agency management system accordingly.
• Creates and maintains client files in accordance with workflows and procedures.
• Communicates directly with clients regarding policy changes, billing questions, and claims.

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
• 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 but not required
• More than 3 years’ client service and/or industry experience.
• Experience in EPIC or another agency management system a plus.

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.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Mileage reimbursement
• Paid time off
• Parental leave
• Travel reimbursement
• Tuition reimbursement
• Vision insurance

Experience level:

• 3 years
• 4 years
• 5 years
• 6 years

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Phoenix, AZ 85016: Reliably commute or planning to relocate before starting work (Required)

Work Location: Hybrid remote in Phoenix, AZ 85016