Commercial Lines, Account Manager (NC or remote)

NFP Corp•Charlotte, NC

2d•Hybrid

About The Position

This is a full-time, exempt, support position assisting the Account Team in the management of the existing Book of business OB 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 client connections 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.

Requirements

Property and casualty insurance license upon hire is required.
At least 2 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.
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.

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

Increase revenue by rounding out commercial lines accounts.
Negotiate pricing and coverage terms in the client’s best interest.
Develop relationships that lead to new business sales.
Manage and control client connections 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.
Assist Producer(s) with the above functions as needed.
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, evidence of insurance, and other related items accurately and on time.
Monitor and review client satisfaction.
Electronically document all communication with clients.
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 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 directed by agency management.