Group Captive, Account Manager (hybrid Charlotte, NC)
NFP, an Aon company, Charlotte, North Carolina, United States, 28245
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 globe 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.
Job Summary This is a full‑time, exempt, client support position on the Commercial Lines‑Group Captive Team. You will assist the Account Team in the management of the existing BOB and Captive prospects with emphasis on full retention and placement of new Captive clients. 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 will be the day‑to‑day liaison between the insurance company and designated loss‑funding accounts. You will manage 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, with the flexibility of a hybrid schedule from our Charlotte, NC office. Working in the office at least 3 days a week is required (other days from home) and is essential for fostering interaction and facilitating career development. Being in the office allows for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success.
Job Goals
Give the most prompt, accurate, and courteous service that customers have ever received…anywhere
Increase revenue by rounding out commercial lines accounts
Develop relationships that lead to new business sales
Essential Core Duties And Responsibilities
Build and maintain constructive and effective relationships 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
Monitor and review client satisfaction
Electronically document all communication with clients
Review policies
Prepare and analyze Captive submissions for best alternative solutions
Develop written, graphic, and electronic renewal materials as appropriate
Follow established agency procedures for effective utilization of 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 directed. Ability to work overtime as necessary
Job Specifications/Requirements
Property and casualty insurance license upon hire is required
At least 5 years of experience in Commercial Lines 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, PowerPoint & Excel, Teams and Copilot/AI. Intermediate to advanced Excel is required
EPIC experience is preferred, but will consider other agency management system experience
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
P&C License required upon hire
High School or equivalent is required. Additional education and training preferred
More than 5 years related experience and/or training; or equivalent combination of education and experience
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 $47,000 – $90,000. 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.
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Job Summary This is a full‑time, exempt, client support position on the Commercial Lines‑Group Captive Team. You will assist the Account Team in the management of the existing BOB and Captive prospects with emphasis on full retention and placement of new Captive clients. 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 will be the day‑to‑day liaison between the insurance company and designated loss‑funding accounts. You will manage 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, with the flexibility of a hybrid schedule from our Charlotte, NC office. Working in the office at least 3 days a week is required (other days from home) and is essential for fostering interaction and facilitating career development. Being in the office allows for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success.
Job Goals
Give the most prompt, accurate, and courteous service that customers have ever received…anywhere
Increase revenue by rounding out commercial lines accounts
Develop relationships that lead to new business sales
Essential Core Duties And Responsibilities
Build and maintain constructive and effective relationships 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
Monitor and review client satisfaction
Electronically document all communication with clients
Review policies
Prepare and analyze Captive submissions for best alternative solutions
Develop written, graphic, and electronic renewal materials as appropriate
Follow established agency procedures for effective utilization of 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 directed. Ability to work overtime as necessary
Job Specifications/Requirements
Property and casualty insurance license upon hire is required
At least 5 years of experience in Commercial Lines 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, PowerPoint & Excel, Teams and Copilot/AI. Intermediate to advanced Excel is required
EPIC experience is preferred, but will consider other agency management system experience
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
P&C License required upon hire
High School or equivalent is required. Additional education and training preferred
More than 5 years related experience and/or training; or equivalent combination of education and experience
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 $47,000 – $90,000. 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.
#J-18808-Ljbffr