[Remote] Commercial Lines Senior Account Manager

Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, is a recognized leader in Business Insurance and is seeking an experienced Senior Account Manager. The role involves managing client relationships, advising on coverage options, and ensuring high-level client engagement while overseeing a book of business.

Responsibilities

• Manage primary client relationship and development of customer service plan. Maintain a focus on growth and retention of assigned book of business
• Establish and maintain a high level of trust with clients through consistent contact and proactive resolution of any actionable serving items, questions or concerns
• Initiate client meeting to strategize for the renewal marketing process. Advise on the best coverage alternatives
• Able to review ownership and management contracts, property leases and other contractual documents to gather important information and insurance requirements for compliance purposes
• Will discuss and negotiate coverage and related pricing with carriers and wholesalers based on in depth understanding of client’s exposures and historical claims
• Prepare renewal submission based on strategy client meeting results, including loss analysis, changes in exposure/operations and recommended coverage options. Conduct renewal presentation with clients either individually or with other members of the team
• Strong knowledge of Marketing/Underwriting Process including selecting appropriate markets based on appetite, presenting the clients operational story in the best light to the underwriter, summarizing historical claims, documenting carrier clearance. Continuing high-level and consistent carrier/wholesale communication to obtain the most comprehensive quote by the target timeline
• Be a strategic negotiator to obtain comprehensive coverage and most competitive premium
• Develop strong relationships with business partners including carrier underwriters, wholesalers and any other professional service providers
• Set priorities and manage workflow and timelines to ensure goals are met
• Document correspondence, electronic documents and all pending activities wit in the Management Operating System
• Engage and encourage consistent professional communication with clients, carriers and staff
• Provide consistent and clear guidance to the associate account manager or other support staff. Oversight and sign off of all client servicing tasks, Pre-Renewal and Post-binding work that the assigned associate is accountable for
• Stay informed with industry insurance information, training, new available markets or technologies and changing legislation affecting the eldercare industry
• Inclusive engagement of the assigned associate with client virtual and/or phone calls in order for the entire team to understand next steps and outcomes
• Strong communication and proactive engagement with the assigned associate in order to foster high level of collaboration and a learning environment

Skills

• Property and casualty insurance license upon hire is required
• Ideally 5+ years Property Casualty servicing experience
• HS Diploma or equivalent is required
• Demonstrated in-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters
• Strong written, verbal and negotiation skills
• Ability to prioritize and self-manage workload
• Advanced MS Office skills, to include Excel, Word, Powerpoint
• Professional designations preferred/helpful (CIC, AAI, CISR, CPIA)
• BA/BS degree is preferred
• EPIC experience is preferred, but will consider other agency management system experience

Benefits

• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• Performance-based incentives

Company Overview