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

Mackenzie Consultants Limited; Sacramento (CA); Remote; USD 60,000 - 75,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

NFP, an Aon company, is a leading risk, wealth management and retirement advisory. The Commercial Lines Account Manager supports Producers to service client accounts with a broad book emphasizing trucking and transportation, handling endorsements, certificates, billing, and communications with insureds and underwriters.

This full-time remote role offers independent discretion, relationship development with clients and carriers, and remote work in PST, MT or CST time zones.

Qualifications

• Experience servicing commercial insurance clients, especially trucking/transportation.
• Property & Casualty Broker's License required upon hire.
• 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 preferred.

Responsibilities

• Develop relationships with carrier and client contacts and participate in meetings.
• Bind and endorse policies, issue certificates, bill invoices, request payments, and have contact with all assigned clients verbally and by email regularly.
• Market renewals by obtaining renewal quotations from carriers and proposing to insured.
• Quote policy changes, facilitate financing, collect premium and down payments and ensure carrier payments are received.
• Update and maintain client policy records in the agency management system.
• Answer incoming calls and emails, responding to client questions as needed.
• Follow up on suspense items and outstanding information.
• Other duties as assigned.

Skills

Highly organized

Excellent verbal & written

Independent decision-making

Client & carrier relations

Attention to detail

Analytical problem-solving

Task prioritization

Adaptability to changing priorities

Microsoft Office proficiency

Copilot AI tools familiarity

Education

Property & Casualty Broker's License

Bachelor's degree preferred

High School Diploma or equivalent

Tools

Copilot

Microsoft Office

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.

Job Summary:

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. Work is completed with a significant amount of independent discretion. While in this role, you should be developing relationships with clients and carrier contacts and working proactively to efficiently and effectively respond to their needs. This is a full‑time remote position working in either PST, MT or CST time zone.

Essential Duties and Responsibilities:

• Works proactively to develop relationships with carrier and client contacts and takes an active role in meetings.
• Bind and endorse policies, issue certificates, bill invoices, request payments, and have contact with all assigned clients verbally and by email regularly.
• Communicates directly with clients and carriers to obtain accurate information to market renewals. Prepare and send the request for renewal quotations to applicable insurance carriers and propose to insured.
• 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.
• Answers incoming calls and emails, responding to client questions as needed.
• Follows up on suspense items and outstanding information.
• Other duties as assigned.

Knowledge, Skills, and/or Abilities:

• Highly organized with excellent verbal and written communication skills.
• Self-confident to make sound independent decisions.
• Ability to successfully interact with diverse groups of people and function well both in a team environment and autonomously.
• Ability to handle situations in a calm, courteous and professional manner.
• Aim to deliver excellence in customer servicing and cultivate effective relationships.
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
• Experience and adaptability with Copilot or similar AI tools.
• Ability to prioritize multiple tasks to meet deliverables.
• Possess strong analytical and problem‑solving skills.
• Sharp attention to detail, decision‑making skills, and problem resolution
• Flexibility and adaptability to changing priorities, deadlines and technology.
• 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.

Education and/or Experience:

• Prior client service and/or industry and product line experience. Experience with transportation/trucking clients is ideal
• Property & Casualty Broker's License required upon hire
• 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.

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, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000 - 75,000. 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.