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Commercial Lines Account Manager (NC hybrid/remote)

Charlotte, North Carolina, United States; Telecommuter, North Carolina, United States; Telecommuter, South Carolina, United States; Charleston, South Carolina, United States; Telecommuter, Florida, United States

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 service position managing your own book of business. 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. The AM will manage and control relationships with clients in collaboration with Producers and/or 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. The AM will assist Producer(s) with the above functions as needed.

The AM 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. As needed, the AM will coordinate with Producers on strategic account issues and potential problems. 

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. 

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.

Job Duties:

  • 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, …
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