What are the responsibilities and job description for the Commercial Account Manager (Remote/US) position at Careers?
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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:
Provide clients with expertise in the field of Commercial Lines insurance for our medical device program along with a quality of service that maintains long-term relationships. Maintain and develop existing and new customers through appropriate propositions, ethical sales methods, and relevant internal liaison to optimize quality of service, business growth, and customer satisfaction. Support and maintain the Commercial Lines Department, including staff and production.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.
- Service of Commercial Lines Insurance
- Disseminate appropriate needs of client as it relates to Commercial Insurance
- Facilitate requests and needs of Carriers on behalf of clients
- Enter client/prospect data into Agency Management System (EPIC)
- Secure and prepare summaries of clients’ historical Loss Data (using Excel)
- Assist Client Executives (aka Producers) with marketing Carriers for appropriate coverage as needed
- Use online carrier tools to develop quotations
- Prepare pre-renewal information for client’s review and approval
- Update client proposals (Word Tables)
- Process completed applications, including follow-up for documents required
- Request policy changes as requested by client, Account Executive or Producer
- Check Policies, Endorsements and Policy Audits for accuracy
- Bill policy transactions
- Follow through on transactions to ensure policies are properly issued
- Work on special projects as assigned at the direction of office leadership and Account Executive
KNOWLEDGE, SKILLS, AND/OR ABILITIES:
- Excellent written and verbal communication skills
- Self-confident to make sound independent decisions
- Ability to successfully interact with a variety of people and function well in a team environment
- Customer focused to establish and maintain effective relationships
- Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
- Ability to prioritize multiple tasks to meet deadlines
- Must be able to read, analyze and reconcile financial reports
- Possess good analytical and problem solving skills
- Strong attention to details, decision making skills, and problem resolution
- Ability to handle situations in a calm, courteous and professional manner
SUPERVISORY RESPONSIBLITIES:
- None
EDUCATION AND/OR EXPERIENCE:
- High School graduate or general education degree (GED), college preferred
- Must have P&C License or working to obtain
- Minimum 3 years previous P&C insurance office experience desired
CERTIFICATES, LICENSES, REGISTRATION:
- Must have P&C Insurance License
- Professional insurance designation preferred (such as CIC, CISR, CPCU, etc.)
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 $40,000 to $75,000. 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 and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Salary : $40,000 - $75,000