Commercial Lines, Sr. Account Manager (Charlotte, NC or remote)

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 full-time exempt position. You will manage a book of business comprised of larger Property / Casualty insurance clients with emphasis on full client retention. The Sr. Account Manager will be the day-to-day liaison between the insurance company and designated accounts. You will manage and control relationships with clients in collaboration with Producers and/or Sr. Account Executives, where applicable. 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 must have a P&C license along with knowledge and experience in select commercial insurance including, but not limited to, commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood. As needed, you will coordinate with Producers 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, while working on an EST schedule, for highly qualified applicants.

Essential Core Duties and Responsibilities

• Assist the Account Executive/team to complete marketing submissions including client coverage needs, gathering exposure data, researching property, vehicle and equipment values through serial numbers, replacement cost assessments, client invoices and/or tax and financial data.
• Review prior policies and analyze coverage for gaps and coverage enhancements for new business opportunities.
• Create Broker of Record (BOR) letters and submit to carriers for acceptance.
• For renewal and new business, complete Acord applications, specialty applications & supplemental applications by accessing the missing data and assisting the Account Executive/Producer with obtaining completion of all necessary applications.
• Be familiar with carrier appetites and the market climate for proper selection and advice to Account Executives/Producers on eligible markets available for marketing. Develop market rapport with carriers.
• Perform all technical and ops functions for the assigned book of business to assure the insurance service needs of individual clients are met. These functions include but are not limited to client file set-up, issuing evidence of insurance forms, application completion, and endorsement and renewal processing. Initiating or assisting with new business as directed by the Account Executive/Producer.
• Prepare summaries of insurance and create schedules and proposals as needed for account review. Remarket and handle other renewal activities with the Account Executive/Producer.
• Review with the Producer the service plan designed for the client and maintain diary alerts and follow-ups to ensure the deliverables are met as agreed upon to our clients. Create, review, and update diaries, with clients and carriers, as necessary, or upon the receipt or delivery of insurer documentation (relates to billing, endorsements, waivers, policy audits, signed policies, certificates, accounts receivables, and quotes).
• Proofread all documents to ensure completeness and accuracy of information in documents produced for service team members, clients or carriers.
• Address client needs by communicating with the client, via computer, phone, or face-to-face interaction, and ensure that all appropriate resources are being utilized.
• Use agency credit and collection policy in invoicing and pursuing prompt payments.
• Analyze loss run/claim history reports including ModMaster.
• Responsible for assuring all client billings are entered accurately into system 30 days prior to company due date.
• Develop and maintain complete, accurate, and timely data in EPIC according to NFP Standards, Policies & Procedures.
• Other duties as assigned by manager, Account Executive & Producer

Job Specifications/Requirements:

• Property and casualty insurance license upon hire is required. P&C designations preferred (CPSR, CISR, CPIA)
• 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
• 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
• If not experienced with EPIC and seeking a remote role, on-site training may be required in one of our select East Coast offices
• College degree preferred. HS Diploma or equivalent is required

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst 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.