Who We Are
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and 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.
Summary of Role:
This is a service position. 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) will be the day-to-day liaison between the insurance company and designated middle-market an national accounts. The AM will manage and control relationships with clients in collaboration with the servicing team, including Account Executives and Account Coordinators. 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. The AM will assist Account Executives with the above functions as needed.
The AM should have P&C experience and a license. Should have knowledge and experience in complex commercial insurance including loss sensitive programs, but not limited to, commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood. As needed, the AM will coordinate with Account Executives on strategic account issues and potential problems.
This is a full-time position, with the flexibility of a hybrid schedule from our Charlotte, NC office. We will consider a remote option for well-experienced CL candidates.
Job Goals:
- Give the most prompt, accurate, and courteous service that customers have ever received…anywhere.
- Increase revenue by rounding out commercial line's accounts.
- Develop relationships that lead to new business sales.
Job Duties:
- Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations
- Demonstrate strong financial acumen
- Build and maintain complex program allocations
- 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
- Review policies
- Market, negotiate, prepare and analyze alternative renewal options
- Develop and/or assist with 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 by agency management
Job Requirements:
- Experience working on loss sensitive programs
- Property and casualty insurance license upon hire is required
- At least 4 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
- Must understand marketplace trends and best practices to meet clients’ needs
- Strong written and verbal communication skills
- Solid financial acumen
- 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
What We Offer
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
