Commercial Insurance Account Manager

Who We Are

NFP is a six-time 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’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

Summary of Role:

This is an account servicing position. 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 accounts. The AM will manage 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. The AM will assist Producer(s) with the above functions as needed.

The AM should 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 and Sr. Staff.

This is a full-time position, ideally working hybrid from one of our Maryland or Virginia offices. There is flexibility for a fully remote work-from-home schedule (working EST hours) for well-experienced, P&C-licensed candidates.

Essential Duties and Responsibilities:

• As appropriate, market, negotiate, prepare and analyze alternative renewal options
• Inform and educate clients about coverage, exclusions and exposures and document electronic files accordingly
• Give the most prompt, accurate, and courteous service that customers have ever received…anywhere.
• Assist clients in making appropriate coverage changes, making each contact a marketing opportunity
• 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
• Resolve/assist with any service issues/questions
• Monitor and review client satisfaction
• Develop written, graphic, and electronic renewal materials as appropriate
• Respond to clients’ needs by providing/producing binders, certificates, policies, auto id cards, evidences of insurance, and other related items accurately and on time
• Provide consistent, accurate, timely, and pertinent communication to clients
• Review policies
• Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations
• Follow established agency procedures for effective utilization of agency management system
• Electronically document all communication with clients
• Take advantage of personal and professional development opportunities such as continuing education, professional designations, and in-house training

Job Specifications/Requirements:

• Knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters
• Must understand marketplace trends and best practices to meet clients’ needs
• Proficiency in Microsoft Word and Excel
• Property and casualty insurance license upon hire
• Strong written and verbal communication skills
• Understanding of commercial insurance underwriting, coverage and rate analysis
• Ability to prioritize and self-manage workload
• Fluency with CRMs; EPIC preferred

What We Offer

NFP is 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.

NFP and You... Better. Together.

NFP is an inclusive Equal Employment Opportunity employer.