Commercial Lines Account Manager (NC hybrid/remote)

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, support position assisting the Account Team in the management of the existing book of business with emphasis on full retention responsibility. 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 (AM) is the day‑to‑day liaison between the insurance company and designated middle‑market accounts and will manage and control relationships with clients in collaboration with Producers and/or Account Executives. Daily servicing 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. The AM will assist Producer(s) with the above functions as needed. Note: This is a full‑time position, ideally working hybrid from our Charlotte, NC office. A remote option will be considered for well‑experienced Commercial Lines candidates able to work on an EST schedule. 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. Job Goals Give the most prompt, accurate, and courteous service that customers have ever received…anywhere Increase revenue by rounding out commercial lines accounts and negotiating pricing and coverage terms in the client’s best interest 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 or assist with any service issues or questions Assist clients in making appropriate coverage changes, turning each contact into a marketing opportunity Inform and educate clients about coverage, exclusions, and exposures and document electronic files accordingly Respond to clients’ needs by providing or 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 As appropriate, market, negotiate, prepare, and analyze alternative renewal options Develop written, graphic, and electronic renewal materials as appropriate Follow established agency procedures for effective utilization of the 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 by agency management Job Specifications / Requirements Property and casualty insurance license upon hire is required At least 2 years of experience in commercial or personal 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 other agency management system experience will be considered 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 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–$95,000. 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 is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr