[Hiring] Commercial Account Manager @NFP

Role Description

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

• 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

Qualifications

• 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

Requirements

• 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.)

Benefits

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