Talent.com
Account Manager, Commercial Lines with Private Equity
Account Manager, Commercial Lines with Private EquityTalentAlly • Charlotte, NC, United States
No longer accepting applications
Account Manager, Commercial Lines with Private Equity

Account Manager, Commercial Lines with Private Equity

TalentAlly • Charlotte, NC, United States
4 days ago
Job type
  • Full-time
Job description

Account Manager, Commercial Lines with Private Equity

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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.

Job Summary

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 private equity clients. 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 Charlotte, NC 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.

Job Goals

  • Give the most prompt, accurate, and courteous service that customers have ever received…anywhere.
  • Increase revenue by rounding out commercial lines accounts.
  • Develop relationships that lead to new business sales.

Essential Core Duties And 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
  • Job Specifications / Requirements

  • Property and casualty insurance license upon hire is required
  • At least 2 years of experience in commercial servicing experience and ideally with private equity clients
  • 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
  • If not experienced with EPIC and seeking a remote role, on‑site training may be required in one of our select East Coast offices
  • 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.
  • 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. The base salary range for this position is $47,000 - $90,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.

    NFP is an inclusive Equal Employment Opportunity employer.

    #J-18808-Ljbffr

    Create a job alert for this search

    Commercial Lines Account Manager • Charlotte, NC, United States

    Related jobs
    Commercial Account Manager

    Commercial Account Manager

    Scott Insurance • Charlotte, NC, United States
    Full-time
    With 160 years of experience, Scott Insurance is a leader in developing smart strategies and innovative programs customized to the needs of mid-market companies. We offer property & casualty, employ...Show more
    Last updated: 30+ days ago • Promoted
    Account Manager - Commercial Lines

    Account Manager - Commercial Lines

    Insurance Office of America • Charlotte, NC, US
    Full-time
    Title : Account Manager - Commercial Lines.Fully remote for EST / CST based candidates.Book Focus : Trucking, Transportation. Active P&C license & experience with commercial trucking or transportation a...Show more
    Last updated: 30+ days ago
    Account Manager

    Account Manager

    Infosys Limited Digital • Charlotte, NC, United States
    Full-time
    Associate Manager - Client Services.Preference to be based in Charlotte, NC.Infosys BPM is seeking to hire an Associate Manager - Client Services - to manage and expand the footprint in large named...Show more
    Last updated: 3 days ago • Promoted
    Account Manager

    Account Manager

    TradeJobsWorkForce • 28034 Dallas, NC, US
    Full-time
    Account Manager Job Duties : Manage multiple accounts, ensuring that a high level of customer ret...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Lines Account Manager - Producer Operations Team (Fully Remote)

    Commercial Lines Account Manager - Producer Operations Team (Fully Remote)

    Insurance Office of America • Charlotte, NC, US
    Full-time
    Title : Account Manager - Commercial Lines.Producer Operations Team, provides support to new producers during their first 3-6 months with account management and service, while also providing tempora...Show more
    Last updated: 30+ days ago
    Earn Cash - Drive with Uber

    Earn Cash - Drive with Uber

    Uber • Cherryville, NC, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 3 days ago • Promoted
    Commercial Lines Account Manager

    Commercial Lines Account Manager

    Gpac • Statesville, North Carolina, United States
    Full-time
    Quick Apply
    Commercial Lines Manager .Manage a select portfolio of high-end Commercial Lines clients.Develop and streamline departmental workflows and procedures to enhance efficiency.Collaborate closely ...Show more
    Last updated: 6 days ago
    Director Derivatives FX Capital Markets

    Director Derivatives FX Capital Markets

    First Citizens • Charlotte, NC, United States
    Full-time
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. The Director, Interest Rate Derivatives (IRD) Sales works on the deriv...Show more
    Last updated: 18 days ago • Promoted
    Director Derivatives FX Capital Markets

    Director Derivatives FX Capital Markets

    First Citizens Bank • Charlotte, NC, United States
    Full-time
    This is a hybrid role, with the expectation that time working will regularly take place inside and outside of a company office. The Director, Interest Rate Derivatives (IRD) Sales works on the deriv...Show more
    Last updated: 8 days ago • Promoted
    Wholesale Account Director

    Wholesale Account Director

    Brightspeed • Charlotte, NC, United States
    Full-time
    At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwes...Show more
    Last updated: 5 days ago • Promoted
    Account Manager - Financial Services Industry (FSI)

    Account Manager - Financial Services Industry (FSI)

    Hewlett Packard Enterprise • Charlotte, NC, US
    Full-time
    Account Manager - Financial Services Industry (FSI).Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live and work. We help companies connect, protect, analyze...Show more
    Last updated: 15 days ago • Promoted
    Capital Markets Manager

    Capital Markets Manager

    Brightspeed • Charlotte, NC, United States
    Full-time
    At Brightspeed, we are reimagining how people live, work, play and connect by providing fast, reliable internet connections and an awesome customer experience in twenty states throughout the Midwes...Show more
    Last updated: 30+ days ago • Promoted
    Commercial Lines Insurance Account Manager

    Commercial Lines Insurance Account Manager

    The Misch Group • Lincolnton, North Carolina, US
    Full-time
    Quick Apply
    We are seeking a friendly and reliable Commercial Lines CSR to join our close-knit team.In this role, you will be the primary point of contact for our valued clients, assisting them with their ins...Show more
    Last updated: 30+ days ago
    Account Manager - Commercial Lines (Remote Opportunity)

    Account Manager - Commercial Lines (Remote Opportunity)

    Insurance Office of America • Charlotte, NC, US
    Full-time
    Job Title : Account Manager - Commercial Lines.General, Construction, Contractors, Coastal .Please note : If this position is posted as either fully remote and / or hybrid, in accordance with company p...Show more
    Last updated: 30+ days ago
    Commercial Real Estate Onboarding Associate

    Commercial Real Estate Onboarding Associate

    Charlotte Staffing • Charlotte, NC, US
    Full-time
    Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you will lead the charge in delivering exceptional treasury and banking product implementations.Utilize your p...Show more
    Last updated: 17 days ago • Promoted
    Commercial Lines Account Manager - Construction, Contractors (Fully Remote Opportunity)

    Commercial Lines Account Manager - Construction, Contractors (Fully Remote Opportunity)

    Insurance Office of America • Charlotte, NC, US
    Full-time
    Title : Account Manager - Commercial Lines.Eastern or Central Time Zone candidates).General, Construction, Contractors .Please note : If this position is posted as either fully remote and / or hybrid, ...Show more
    Last updated: 18 hours ago • New!
    Flexible Gig - Drive with Uber

    Flexible Gig - Drive with Uber

    Uber • Kings Mountain, NC, US
    Full-time +1
    Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
    Last updated: 3 days ago • Promoted
    Senior Account Manager - Commercial Lines

    Senior Account Manager - Commercial Lines

    Insurance Office of America • Charlotte, NC, US
    Full-time
    Title : Senior Account Manager - Commercial Lines.Fully Remote | Book Focus : Real Estate.Please note : If this position is posted as either fully remote and / or hybrid, in accordance with company poli...Show more
    Last updated: 19 days ago