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: The Commercial Lines, Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. In this role, you will manage a book of small to middle markets business accounts (BOB has a total revenue aprox 500k). You will handle day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications.You will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members.Work is completed with a significant amount of independent discretion.While in this role, you will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing your own clients, may also continue to support the Account Management Team as assigned.We offer the flexibility of a hybrid work schedule reporting a few days a week from our Amherst, NY office. We will consider a remote option for highly qualified candidates.Essential Duties and Responsibilities:
- Works proactively to develop relationships with carrier and client contacts.
- Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare the first draft of renewal presentations.
- Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Communicate directly with clients and carriers under direction of the Account Executive or Advisor/Producer.
- Creates and maintains client files in accordance with office procedures. You will be responsible for keeping client policy records in the agency management system.
- First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary.
Knowledge, Skills, and/or Abilities:
- Highly organized with excellent verbal and written communication skills
- Self-confident to make sound independent decisions
- Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
- Ability to handle situations in a calm, courteous and professional manner
- 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
- Possess strong analytical and problem-solving skills
- Sharp attention to detail, decision making skills, and problem resolution
- Flexibility and adaptability to changing priorities, deadlines and technology
Education and/or Experience:
- Two plus years of commercial lines experience is preferred. We can train those with only personal lines experience. Either line of coverage is required.
- Bachelor's degree preferred. A high school diploma or equivalency is required
- Working knowledge of carrier underwriting practices and processes preferred
Certificates, Licenses, Registration:
- P&C License required upon hire along with having relevant commercial or personal lines experience.
- Advanced industry designation(s) (e.g. CPCU, CIC, ARM) a plus
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 $60,000 - $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 and You... Better Together!NFP is an inclusive Equal Employment Opportunity employer.