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Commercial Lines Account Manager (NC hybrid / remote)

Commercial Lines Account Manager (NC hybrid / remote)

NFP, an Aon companyTallahassee, FL, US
2 days ago
Job type
  • Full-time
  • Remote
Job description

Commercial Lines Account Manager (NC hybrid / remote)

Join to apply for the Commercial Lines Account Manager (NC hybrid / remote) role at NFP, an Aon company

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance and has earned the WORK180 employer endorsement. We are a team of consultative advisors and problem solvers, helping companies and individuals worldwide address risk, workforce, wealth management, and retirement challenges through customized solutions and a people-first approach. Learn more at : https : / / www.NFP.com

Job Summary

This is a full-time, exempt support position assisting the Account Team in managing existing clients with a focus on full retention. The primary role is to provide quality service to clients and cross-sell within the existing book of business. The Account Manager (AM) will serve as the day-to-day liaison between the insurance company and middle-market accounts, managing relationships with clients in collaboration with Producers and / or Account Executives. Daily tasks include contract analysis, coverage and exposure assessments, endorsement activities, routine coverage and billing inquiries, problem-solving, renewal management, quote / proposal preparation, binding coverage, and claim reporting. The AM will support Producers as needed and should have P&C experience and an active P&C license. Knowledge in commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood insurance is required.

Work Environment

This position is ideally hybrid from our Charlotte, NC office. Remote work may be considered for experienced candidates able to work on EST schedule.

Key Responsibilities

  • Build and maintain effective client relationships, exceeding expectations
  • Provide accurate, timely communication to clients
  • Assist with service issues and questions
  • Support clients with coverage changes, turning contacts into marketing opportunities
  • Educate clients on coverage, exclusions, and exposures; document accordingly
  • Respond to client needs with documents like binders, certificates, policies, and ID cards
  • Monitor client satisfaction and document all communication
  • Review policies and analyze renewal options
  • Develop renewal materials and follow agency procedures
  • Participate in ongoing professional development and adhere to licensing laws

Minimum Requirements

  • Property and casualty license upon hire
  • At least 2 years of commercial or personal lines insurance experience
  • Knowledge of insurance coverages and clear communication skills
  • Proficiency in Microsoft Word and Excel
  • EPIC experience preferred; other agency management systems considered
  • What We Offer

    Competitive salary, PTO, holidays, 401(k) with match, discount programs, health & wellness benefits, and more. Salary range : $47,000 – $90,000, based on experience and location. Performance incentives may apply.

    Equal Opportunity

    NFP is an inclusive Equal Employment Opportunity employer.

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