Commercial Lines, Account Manager (NC or 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 managing the existing Book of Business with an emphasis on full retention responsibility. The primary function is to provide quality service to clients and cross-sell/account-round within the existing book. The Account Manager (AM) will be the day-to-day liaison between the insurance company and designated middle-market accounts. You will lead 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. Experience in select commercial insurance including commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood is required.
Preferred candidates can work from our Charlotte, NC office or remotely on an EST schedule if they have Commercial Lines experience. If working remotely, maintain a dedicated workspace with reliable high-speed internet and remain available online.
Job Goals

Provide the most prompt, accurate, and courteous service that customers have ever received.
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 partnerships 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, using each contact as a marketing opportunity.
Inform and educate clients about coverage, exclusions, and exposures and document electronic files accordingly.
Respond to clients' needs by 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 alternative renewal options as appropriate.
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 advised by management or team.
Job Specifications / Requirements

Property and casualty insurance license upon hire is required.
At least two 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; other agency management system experience may be considered.
If not experienced with EPIC and seeking a remote role, on‑site training may be required in one of our selected East Coast offices.
When working from home, 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 and paid holidays, 401(k) with match, exclusive discount programs, and health & wellness programs. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, ultimately, 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 experience, credentials, education, certifications, skill level, scope of the position, and geographic location. 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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