Commercial Account Manager (Remote/US)

Provide clients with expertise in the field of Commercial Lines insurance for our medical device program along with a quality of service that maintains long-term relationships. Maintain and develop existing and new customers through appropriate propositions, ethical sales methods, and relevant internal liaison to optimize quality of service, business growth, and customer satisfaction. Support and maintain the Commercial Lines Department, including staff and production.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Service of Commercial Lines Insurance

Disseminate appropriate needs of client as it relates to Commercial Insurance

Facilitate requests and needs of Carriers on behalf of clients

Enter client/prospect data into Agency Management System (EPIC)

Secure and prepare summaries of clients’ historical Loss Data (using Excel)

Assist Client Executives (aka Producers) with marketing Carriers for appropriate coverage as needed

Use online carrier tools to develop quotations

Prepare pre-renewal information for client’s review and approval

Update client proposals (Word Tables)

Process completed applications, including follow-up for documents required

Request policy changes as requested by client, Account Executive or Producer

Check Policies, Endorsements and Policy Audits for accuracy

Bill policy transactions

Follow through on transactions to ensure policies are properly issued

Work on special projects as assigned at the direction of office leadership and Account Executive

Knowledge, Skills, And/Or Abilities

Excellent written and verbal communication skills

Self-confident to make sound independent decisions

Ability to successfully interact with a variety of people and function well in a team environment

Customer focused to establish and maintain effective relationships

Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook

Ability to prioritize multiple tasks to meet deadlines

Must be able to read, analyze and reconcile financial reports

Possess good analytical and problem solving skills

Strong attention to details, decision making skills, and problem resolution

Ability to handle situations in a calm, courteous and professional manner

Supervisory Responsibilities

None

Education And/Or Experience

High School graduate or general education degree (GED), college preferred

Must have P&C License or working to obtain

Minimum 3 years previous P&C insurance office experience desired

Certificates, Licenses, Registration

Must have P&C Insurance License

Professional insurance designation preferred (such as CIC, CISR, CPCU, etc.)

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. The base salary range for this position is $40,000 to $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.

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