Account Manager II, Personal Risk (Hybrid VT)

Who We Are

NFP is a seven-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 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

Summary of Role:

The Account Manager II / Personal Risk Internal Sales Advisor is Property & Casualty licensed and experienced in all facets of Personal Insurance including proven sale skills. The New Business Department is an internal sales team whose primary role is to advise and deliver personal insurance products tailored to specific of the prospective insured. New business leads are received from any/all non-solicited personal new business opportunities and or referrals presented to NFP. The expedited process of a Sales Advisor is conducted through a single point of contact process, ensuring efficiency for the prospective insured while providing advice and creating an educated buying experience. Strong computer skills along with effective verbal, written and electronic communications are required. This candidate will be able to perform within a team environment building long lasting relationships with agency partners, company leadership and staff.

Essential Duties and Responsibilities:

• Learn various Carrier Appetites and Carrier Websites

• Work closely with Carrier Underwriters to determine risk placement

• Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes

• Execute policy correspondence delivery per agency guidelines and procedures.

• Operate a variety of standard office machines, including personal computer with a variety of software, phone, fax, calculator, and shredding, photocopy, and mail machines

• Establish and maintain effective working relationships with co-workers, supervisors and carrier representatives

• Assist with special projects as assigned by management

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.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.