Commercial Lines, Account Manager (hybrid NC)

NFP; Charlotte (NC); Hybrid; USD 60,000 - 95,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Two Global Wellbeing Days

Job summary

NFP, an Aon company, seeks an Account Manager to manage a middle-market book with retention in focus. You will service clients, analyze coverage and endorsements, handling renewals, quotes, and claims while coordinating with Producers and Account Executives.

The role favors hybrid work from the Charlotte, NC office or remote for experienced Commercial Lines candidates on EST hours. A P&C license is required.

Qualifications

• Property and casualty license required upon hire.
• At least 2 years of experience in commercial lines insurance.
• In-depth knowledge of insurance coverages and ability to communicate this to clients and underwriters.
• Strong written and verbal communication skills.
• Ability to prioritize and self-manage workload.
• EPIC experience preferred, but other agency management systems may be considered.
• If remote role, on-site training may be required in one of our East Coast offices.

Responsibilities

• Provide quality service to clients and cross-sell within the existing book of business.
• Serve as day-to-day liaison between the insurance company and middle-market accounts.
• Lead and manage relationships with clients alongside Producers/Account Executives.
• Perform contract coverage analyses, endorsements, billing questions, renewals, and quotes/proposals.
• Bind coverage and report/track claims; assist with renewals and marketing of options.

Skills

P&C knowledge

Strong communication

Self-management

Prioritization

Tools

EPIC experience

Microsoft Word

Microsoft Excel

Job description

Posting Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the world address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary of Role:

This is a full-time, exempt, support position assisting the Account Team in the management of the existing Book of Business with emphasis in full retention responsibility. The primary function of this position is to provide quality service to clients and cross-sell/account-round within the existing book of business. The Account Manager (AM) will be the day-to-day liaison between the insurance company and designated middle-market accounts. You will lead and control relationships with clients in collaboration with Producers and/or Account Executives. Daily servicing of clients will include contract analysis, coverage and exposure analysis, endorsement activity, routine coverage and billing questions, problem-solving, renewal control, preparation of quotes/proposals, binding coverage, and claim reporting and follow-up. You will assist Producer(s) with the above functions as needed. You should have P&C experience and an active P&C license. Have knowledge and experience in select commercial insurance including, but not limited to, commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood.

This is a full-time position, ideally working hybrid from either our Charlotte, NC office. We will consider a remote option for well-experienced Commercial Lines candidates able to work on an EST schedule. When working remotely, maintain a dedicated workspace to safeguard company equipment and communications. Make sure your internet is reliable and high-speed. Stay available and engaged online, and limit personal distractions throughout your work hours.

Job Goals:

• Give the most prompt, accurate, and courteous service that customers have ever received…anywhere.
• Increase revenue by rounding out commercial lines accounts. Negotiate pricing and coverage terms in the client’s best interest.
• Develop relationships that lead to new business sales.

Essential Core Duties and Responsibilities

• Build and maintain constructive and effective partnerships with clients by meeting and exceeding expectations.
• Provide consistent, accurate, timely, and pertinent communication to clients.
• Resolve/assist with any service issues/questions.
• Assist clients in making appropriate coverage changes, making each contact a marketing opportunity.
• Inform and educate clients about coverage, exclusions and exposures and document electronic files accordingly.
• Respond to clients’ needs by providing/producing binders, certificates, policies, auto id cards, evidence of insurance, and other related items accurately and on time.
• Monitor and review client satisfaction.
• Electronically document all communication with clients.
• As appropriate, market, negotiate, prepare and analyze alternative renewal options.
• Develop written, graphic, and electronic renewal materials as appropriate.
• Follow established agency procedures for effective utilization of the agency management system.
• Take advantage of personal and professional development opportunities such as continuing education, professional designations, and in-house training.
• Adhere to all state laws and regulations regarding insurance agents (licensing, continuing education, etc).
• Assist with or complete other tasks as advised by management/team.

Job Specifications/Requirements:

• Property and casualty insurance license upon hire is required.
• At least 2 years of experience in commercial lines insurance, with an understanding of underwriting, coverage and rate analysis.
• In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters.
• Strong written and verbal communication skills.
• Ability to prioritize and self-manage workload.
• Proficiency in Microsoft Word and Excel.
• EPIC experience is preferred, but will consider other agency management system experience.
• If not experienced with EPIC and seeking a remote role, on-site training may be required in one of our select East Coast offices.
• When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift.

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, ultimately, we exist to be there for others. The base salary range for this position is $60,000 – $95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us [e-mail] your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

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