Commercial Lines, Account Manager (MD hybrid/remote)

National Financial Partners Corp.•Charlotte, NC

36d•$60,000 - $95,000•Hybrid

About The Position

This is a full-time, exempt, support position assisting the Account Team in the management of the existing BOB with emphasis in 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) will be the day-to-day liaison between the insurance company and designated middle-market accounts. You will manage 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. Have knowledge and experience in select commercial insurance including, but not limited to, commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood. This is a full-time position, ideally working hybrid from our Bethesda, MD office. We will consider a remote option 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

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
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

Nice To Haves

EPIC experience is preferred, but will consider other agency management system experience
If not experienced with EPIC and seeking a remote role, on-site training may be required in one of our select East Coast offices

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/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
Respond to clients' needs by providing/producing binders, certificates, policies, auto id cards, evidences of insurance, and other related items accurately and on time
Monitor and review client satisfaction
Electronically document all communication with clients
Review policies
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 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