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

NFP Corp; Montana; Remote; USD 70,000 - 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 service a client book focusing on trucking and transportation clients. This full‑time remote role supports Producers, handles endorsements, billing, and policy changes, and maintains client records.

Ideal candidates have 3+ years in commercial insurance and prior retail brokerage experience, with a Bachelor’s degree preferred and high school diploma required. Work from home; strong MS Office skills expected.

Qualifications

• 3+ years of industry experience with a strong background in commercial insurance.
• Prior retail brokerage experience.

Responsibilities

• Bind and endorse policies, issue certificates, bill invoices, request payments, and communicate with clients regularly.
• Update and maintain client policy records in the agency management system.
• Assist in renewal and marketing processes, prepare proposals, obtain signed applications, and secure payments.
• Support servicing needs for a specific client set via verbal, email, and other communications.
• Coordinate with Producers to service client accounts and respond to insured and underwriters' requests.

Skills

Client servicing

Relationship management

Education

Bachelor's degree preferred

High School Diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

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.