National Financial Partners
Senior Account Manager, Commercial Insurance (Hybrid VT or remote)
National Financial Partners, Boston, Massachusetts, us, 02298
Who We Are
NFP, an Aon company, is a multiple 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:
As a Senior Account Manager you will serve and grow a book of Commercial Insurance clients assigned to you by independently executing standard NFP client service deliverables. This includes, but is not limited to:Providing extraordinary value to our clients by identifying exposures, determining the appropriate solutions to those exposures and advising the customer of why the solutions are the best fit for them.Generating revenue growth opportunities by identifying needs for additional lines of coverage, cross selling internally to P&C, Group Benefits and Wealth Management departments and generating referrals for new opportunities.Be the lead in maintaining positive, long-term relationships with the clients, insurance carrier representatives and NFP staff.Take a focused approach to supporting agency growth, by being a leader, trainer, and mentor to developing staff.This is a full-time opportunity working a hybrid schedule from one of our Vermont offices. A fully remote EST schedule will be considered for experienced candidates.
Essential Duties and Responsibilities:Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel.Engage and utilize supporting service support teams per agency guidelines to effectively provide customer service deliverables in a quality and timely manner.Professional and prompt customer service including phone, email and walk-in inquiries on new and existing client accounts, including client questions on topics such as coverage, billing, reporting of claims, audits, etc.Effectively determine appropriate actions for all assigned account renewals 150-120 days prior to the effective date.Proactively initiate and execute account reviews with clients per agency guidelines and procedures.Independently execute seeking out alternative market solutions that enhance and provide value to new and existing accounts.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.Use online carrier tools to develop quotations.Prepare pre-renewal information for client's review and approval.Update client proposals.Process completed applications, including follow-up for documents required.Request policy changes as requested.Check Policies, Endorsements and Policy Audits for accuracy.Monitor financial status of accounts, collect premiums, and adhere to agency collection policies.Work on special projects as assigned at the direction of leadership.Knowledge, Skills, and/or Abilities:Highly organized with excellent verbal and written communication skills.Self-confident to make sound independent decisions.Able to work overtime as necessary.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 mannerCustomer focused to establish and maintain effective relationshipsIntermediate level of experience in Microsoft Office products, specifically Word, Excel and OutlookIntermediate level of experience in agency management system(s)Ability to prioritize multiple tasks to meet deadlinesMust be able to read, analyze and reconcile financial reportsPossess strong analytical and problem-solving skillsSharp attention to detail, decision making skills, and problem resolutionFlexibility and adaptability to changing priorities, deadlines and technology.Education and/or Experience:High School graduate or general education degree (GED), college preferredMinimum 10 years previous Commercial P&C insurance experience.Expertise in managing accounts that generate $5,000 and greater in revenue.Professional insurance designation preferred (such as CIC, CISR, CPCU, etc.)Certificates, Licenses, Registration:P&C License required.What We Offer
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.
NAAIA2024
NFP, an Aon company, is a multiple 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:
As a Senior Account Manager you will serve and grow a book of Commercial Insurance clients assigned to you by independently executing standard NFP client service deliverables. This includes, but is not limited to:Providing extraordinary value to our clients by identifying exposures, determining the appropriate solutions to those exposures and advising the customer of why the solutions are the best fit for them.Generating revenue growth opportunities by identifying needs for additional lines of coverage, cross selling internally to P&C, Group Benefits and Wealth Management departments and generating referrals for new opportunities.Be the lead in maintaining positive, long-term relationships with the clients, insurance carrier representatives and NFP staff.Take a focused approach to supporting agency growth, by being a leader, trainer, and mentor to developing staff.This is a full-time opportunity working a hybrid schedule from one of our Vermont offices. A fully remote EST schedule will be considered for experienced candidates.
Essential Duties and Responsibilities:Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel.Engage and utilize supporting service support teams per agency guidelines to effectively provide customer service deliverables in a quality and timely manner.Professional and prompt customer service including phone, email and walk-in inquiries on new and existing client accounts, including client questions on topics such as coverage, billing, reporting of claims, audits, etc.Effectively determine appropriate actions for all assigned account renewals 150-120 days prior to the effective date.Proactively initiate and execute account reviews with clients per agency guidelines and procedures.Independently execute seeking out alternative market solutions that enhance and provide value to new and existing accounts.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.Use online carrier tools to develop quotations.Prepare pre-renewal information for client's review and approval.Update client proposals.Process completed applications, including follow-up for documents required.Request policy changes as requested.Check Policies, Endorsements and Policy Audits for accuracy.Monitor financial status of accounts, collect premiums, and adhere to agency collection policies.Work on special projects as assigned at the direction of leadership.Knowledge, Skills, and/or Abilities:Highly organized with excellent verbal and written communication skills.Self-confident to make sound independent decisions.Able to work overtime as necessary.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 mannerCustomer focused to establish and maintain effective relationshipsIntermediate level of experience in Microsoft Office products, specifically Word, Excel and OutlookIntermediate level of experience in agency management system(s)Ability to prioritize multiple tasks to meet deadlinesMust be able to read, analyze and reconcile financial reportsPossess strong analytical and problem-solving skillsSharp attention to detail, decision making skills, and problem resolutionFlexibility and adaptability to changing priorities, deadlines and technology.Education and/or Experience:High School graduate or general education degree (GED), college preferredMinimum 10 years previous Commercial P&C insurance experience.Expertise in managing accounts that generate $5,000 and greater in revenue.Professional insurance designation preferred (such as CIC, CISR, CPCU, etc.)Certificates, Licenses, Registration:P&C License required.What We Offer
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.
NAAIA2024