Personal Risk Account Manager (Hybrid - Vermont) - NFP, an Aon company : Job Details

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Who We Are NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit:

Summary: The Personal Risk Account Manager 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 written communication. The Account Manager II will manage the renewal and marketing process, prepare materials for presentations and communications, in collaboration with senior team members. Work is completed with significant independent discretion. This role involves developing relationships with clients and carrier contacts, working proactively to deliver services effectively and efficiently. Support for the Account Management Team may also be part of the responsibilities.

This full-time role offers a hybrid schedule, with two days working remotely and three days from Vermont office locations: South Burlington, Morrisville, Newport, and St. Johnsbury.

Essential Duties And Responsibilities

Develop relationships with carrier and client contacts; may participate actively in meetings.

Prepare and send proposals to insurance carriers and document results; draft renewal presentations.

Review proposals and source documents for accuracy in collaboration with senior team members; communicate directly with clients and carriers with approval.

Create and maintain client files according to office procedures; manage client policy records in the agency system.

Answer billing questions from clients and insurance personnel, with assistance from the Accounting Department when needed.

Knowledge, Skills, And/or Abilities

Highly organized with excellent communication skills.

Self-confident in making independent decisions.

Effective in team and autonomous work environments.

Calm, courteous, and professional in handling situations.

Customer-focused with strong relationship skills.

Intermediate proficiency in Microsoft Office (Word, Excel, Outlook).

Ability to prioritize tasks and meet deadlines.

Strong analytical, problem-solving, and decision-making skills.

Flexible and adaptable to changing priorities and technology.

Education And/or Experience

Associates degree or equivalent; BA/BS preferred.

Over 3 years of client service and/or industry experience.

Certificates, Licenses, Registration

P&C Insurance License required.

What We Offer

Competitive salary, PTO & paid holidays, 401(k) with match, discount programs, health & wellness initiatives, and more. Salary range: $40,000 - $65,000, determined by experience, credentials, and location. Performance incentives may apply.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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