Remote-Ready Commercial Insurance Account Manager

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

Benefits offered by this job

401(k) with match

PTO - paid holidays

Health and wellness programs

Job summary

NFP, an Aon company, is seeking an Account Manager to join the Charlotte, NC team. This full-time role supports the Account Team in managing the existing book of business with emphasis on retention and cross-selling.

You will serve as the day-to-day liaison between clients and underwriters, perform coverage analyses and renewal support, and help producers with quotes, endorsements, and problem resolution. A valid P&C license and 2 years in commercial lines are required.

Qualifications

• Property and casualty 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.

Responsibilities

• Build and maintain 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.
• Market, negotiate, prepare and analyze renewal options as appropriate.
• Develop renewal materials as appropriate.
• Follow agency procedures for effective utilization of the agency management system.
• Take advantage of professional development opportunities.
• Adhere to state laws and regulations regarding insurance agents.
• Assist with or complete other tasks as advised by management/team.

Skills

Strong communication

Self-management

Prioritization

Microsoft Word

Excel

Tools

EPIC experience

Job description

NFP, an Aon company, is seeking an Account Manager to join the Charlotte, NC team. This full-time role supports the Account Team in managing the existing book of business with emphasis on retention and cross-selling.

You will serve as the day-to-day liaison between clients and underwriters, perform coverage analyses and renewal support, and help producers with quotes, endorsements, and problem resolution. A valid P&C license and 2 years in commercial lines are required.