Commercial Lines, Account Manager (NC, ATL or remote)

NFP Corp•Atlanta, GA

23d•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 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 lead and control relationships with clients in collaboration with Producers and/or Account Executives; you will support an Account Executive/s with a BOB of approximately 1M in revenue. 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 either our Charlotte, NC or ATL offices. We will consider a remote option for well-experienced Commercial Lines candidates able to work on an EST schedule. When working remotely, maintain a dedicated workspace to safeguard company equipment and communications. Make sure your internet is reliable and high-speed and that you remain available and engaged online, and limit personal distractions throughout your work hours.

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.
EPIC experience is preferred, but will consider other agency management system experience.
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

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 partnerships 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 advised by management/team.