Commercial Account Manager (Remote/US)

NFP•Telecommuter, AZ

3d•Remote

About The Position

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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. This role provides clients with expertise in Commercial Lines insurance for our medical device program, ensuring quality service to maintain long-term relationships. The position involves maintaining and developing existing and new customers through appropriate propositions, ethical sales methods, and internal liaison to optimize service, business growth, and customer satisfaction. It also supports and maintains the Commercial Lines Department, including staff and production.

Requirements

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
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

Nice To Haves

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

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