Affluent Personal Lines Account Manager (N.East-hybrid or remote)

Account Manager, Affluent Personal Lines (N.East-hybrid or remote)

Join to apply for the Account Manager, Affluent Personal Lines (N.East-hybrid or remote) role at NFP, an Aon company

Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance and has earned the WORK180 employer endorsement. We are a team of consultative advisors and problem solvers dedicated to helping companies and individuals address risk, workforce, wealth management, and retirement challenges through custom, people-first solutions. To learn more, visit:

Job Summary
The Account Manager works with Advisors/Client Executives and Account Executives to service client accounts. Responsibilities include daily client servicing, managing renewals and marketing processes, preparing presentation materials, and collaborating with senior team members. The role involves developing relationships with clients and carriers, working proactively, and supporting the Account Management Team as needed. This position reports to our Plainview, NY or Warrington, PA office with a hybrid schedule, or remotely for experienced PCG/HNW candidates on the East Coast.

Essential Duties and Responsibilities

• Develop relationships with carrier and client contacts and participate actively in meetings
• Prepare and send RFPs to insurance carriers, analyze results, and draft renewal presentations
• Review proposals and source documents for accuracy in collaboration with team members, and communicate directly with clients and carriers with approval
• Create and maintain client files following office procedures and keep records in the agency management system
• Address billing questions from clients and insurance companies, with assistance from the Accounting Department

Knowledge, Skills, and Abilities

• Highly organized with excellent communication skills
• Self-confident and able to make independent decisions
• Effective in team environments and independently
• Calm, courteous, and professional demeanor
• Customer-focused with strong relationship skills
• Proficient in Microsoft Office (Word, Excel, Outlook)
• Ability to prioritize and meet deadlines
• Strong analytical, problem-solving, and attention to detail skills
• Flexible and adaptable to changing priorities and technology

Education and Experience

• High school diploma or equivalent; additional education preferred
• Over 3 years of industry experience, with Personal Lines/PCG coverage expertise
• Familiarity with major markets (AIG, Chubb/ACE, PURE)
• Proficiency in Outlook, Word, Excel; CRM experience required, EPIC preferred

Certificates, Licenses, and Registration

• Property & Casualty Broker's License required upon hire
• Designations like CIC, CPCU preferred

What We Offer

Competitive salary, PTO, holidays, 401(k) with match, discounts, health & wellness programs, and more. Salary range: $59,000 $77,000, determined by experience and location. Performance incentives may apply.

NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.