Commercial Lines, Account Manager (remote-PST, MT, CST)

NFP Corp; Heber (UT); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

NFP, an Aon company, is seeking a Commercial Lines Account Manager to support Producers in servicing client accounts, with emphasis on trucking and transportation clients. This full-time remote role requires day-to-day client servicing and communication with insured and underwriters across a defined book of business.

You will bind and endorse policies, manage endorsements, billing, certificates, and renewals while contributing to proposals and financing arrangements.

Qualifications

• Prior client service and/or industry and product line experience.
• Experience with transportation/trucking clients is ideal.
• Bachelor’s degree preferred; high school diploma or equivalent required.
• 3+ years of commercial insurance industry experience.
• Prior retail brokerage experience required.

Responsibilities

• Bind and endorse policies, issue certificates, bill invoices, and contact clients regularly.
• Quote policy changes and facilitate financing while ensuring carrier payments.
• Maintain client policy records in the agency management system.
• Support renewal and marketing processes, including proposals and applications.
• Communicate with insured and underwriters daily.

Skills

Client service experience

Transportation/trucking experience

Commercial insurance knowledge

Retail brokerage experience

Education

Bachelor's degree preferred

High School Diploma or equivalent

Tools

Microsoft Office

Job description

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 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. The Commercial Lines Account Manager is responsible for working with Producers to service their client accounts. This is a generalist book of coverages with special emphasis on trucking and transportation clients. The position requires day‑to‑day client servicing for a specific set of clients and entails verbal, electronic and other written communications. The Account Manager will manage an assigned book of business, handling endorsements, binding policies, setting up financing, issuing certificates, billing, and responding to requests and questions from the insured and underwriters. You will also be involved in the renewal and marketing process, preparing proposals, obtaining signed applications, securing payment, and putting bind paperwork together. This is a full‑time remote position working in either PST, MT or CST time zone.

• Bind and endorse policies, issue certificates, bill invoices, request payments, and have contact with all assigned clients verbally and by email regularly.
• Duties also include quoting policy changes, facilitating financing, collecting additional premium and down payments and ensuring carrier payments are received.
• Responsible for updating and keeping client policy records in the agency management system.
• Aim to deliver excellence in customer servicing and cultivate effective relationships.
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
• 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.
• Prior client service and/or industry and product line experience. Experience with transportation/trucking clients is ideal
• ~ Bachelor’s degree preferred; High School Diploma or equivalent required.
• ~3+ years of industry experience with a strong background in commercial insurance
• ~ Prior retail brokerage experience required.

• 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.

In addition to the base salary, this position may be eligible for performance‑based incentives.