Personal Lines Account Manager

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.

  • Disseminate appropriate needs of client as it relates to Personal Lines Insurance
  • Market to carriers to appropriate coverage
  • Facilitate requests and needs of Carriers on behalf of clients
  • Use independent judgment and discretion placing values and coverage's and makes appropriate recommendations to clients with matters of insurance
  • Take complete applications, including follow-up for documents required for processing in accordance with agency and carrier policies and procedures
  • Set the customers' expectations and educate them on the entire insurance process
  • Follow through on transactions to ensure policies are properly issued
  • Meet goals and objectives as agreed, comprehensive reviewed, and subject to modification
  • Complete special projects as assigned by management
  • Retain and grow assigned book of business, utilizing resources provided on a monthly basis to track and manage your profitability goals
  • Support and assist agency producers and account executives

Meet Some of NFP's Employees

Kristie D.

Account Manager, Benefits

Kristie is responsible for maintaining great relationships with NFP company clients, answering the questions of current partners, creating proposals for contract renewal and preparing materials for open-enrollment meetings.

Josephine W.

Account Manager, Benefits

Josephine is responsible for overseeing the day-to-day employee benefits management of NFP’s small business clients by answering questions, keeping accurate files, and finding great rates.


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