NFP, an Aon company

Account Manager

• Work with Advisors/Client Executives and Account Executives to service client accounts
• Manage renewal and marketing process
• Prepare materials for presentations and communications
• Develop relationships with clients and carrier contacts
• Support the Account Management Team as assigned

Commercial Insurance Account Manager

• Responsible for working with Advisors/Client Executives and Account Executives to place new business and service some client accounts
• Support day-to-day account management for a specific set of clients
• Prepare materials for presentations and communications
• Maintain relationships with clients and carrier contacts
• Manage the renewal and marketing process from start to finish
• Communicates directly with clients and carriers in collaboration with Account Executives and Advisors
• Create and maintain client files in accordance with office procedures

Senior Personal Lines Account Manager

Account Executive

• Interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.
• Prepares applications, specifications and marketing strategy for new business as well as renewals of assigned clients.
• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Collaborates with the Claims Department on relevant claims for assigned clients.
• Maintains a diary to ensure policies, endorsements and other information is received to comply with requests.

Commercial Insurance Account Executive

Insurance

• Advise and deliver personal insurance products tailored to the specific needs of prospective insured
• Provide leads from non-solicited personal new business opportunities and referrals
• Conduct a single-point-of-contact process for efficiency
• Build long-lasting relationships with agency partners, company leadership, and staff
• Understand various Carrier Appetites and Carrier Websites
• Work closely with Carrier Underwriters to determine risk placement
• Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes
• Execute policy correspondence delivery per agency guidelines and procedures
• Assist with special projects as assigned by management

Personal Lines Insurance Sales Advisor

• Service client accounts and manage the renewal and marketing process
• Prepare materials for presentations and communications
• Develop relationships with clients and carrier contacts
• Maintain client files and manage policy records

Account Manager, Affluent Personal Lines

• Interact with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.
• Prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little supervision.
• Take on the role of lead consultant and primary point of contact for clients.
• Work on large, complex accounts with large premiums and multifaceted coverages.
• Build and maintain strong relationships with carriers, and clients through regular contact and client visits.
• Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
• Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Work with the Claims Department on relevant claims for assigned clients.
• Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
• Maintain a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests.
• May direct the daily job activities of the Coordinators and Account Managers.

Account Executive, Affluent Personal Lines

• Assist the Account Team in the management of the existing BOB and Captive prospects.
• Provide quality service to clients and cross-sell/account-round within the existing book of business.
• Manage and control relationships with clients in collaboration with Producers and/or Account Executives.
• Daily servicing of clients including contract analysis, coverage and exposure analysis, endorsement activity.
• Prepare and analyze Captive submissions for best alternative solutions.
• Develop written, graphic, and electronic renewal materials as appropriate.

Group Captive, Account Manager

• Assist the Group Captive prospective clients with obtaining historical exposure and loss information
• Follow up with prospective clients/producers to assist/review/check completion of historical data
• Respond to clients’ needs by providing/producing binders, certificates, policies, and other related items accurately and on time
• Assists the Account Management Team in preparing insurance for company proposal requests

Senior Account Coordinator, Group Captive

Customer Advocate

• Act as a liaison between insurance providers and clients regarding employee status and eligibility for coverage
• Resolve standard claim issues and provide assistance with complex or non-standard claim appeals
• Verify completion and validity of claim forms
• Review company records to determine coverage
• Calculate amounts of claims and submit for payment
• Ensure all client data is entered into CRM System (SalesForce) in a timely manner

Associate Client Advocate

• Interact with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.
• Prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients.
• Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Work with the Claims Department on relevant claims for assigned clients.
• Manage the renewal and marketing process from start to finish.
• Communicate directly with clients and carriers, in collaboration with the account management team.
• Create and maintain client files in accordance with office procedures.
• Responsible for keeping client policy records in the agency management system.
• Build and maintain strong relationships with carriers and clients through regular contact and client visits.
• Keep clients apprised of appropriate industry trends and events.

• responsible for working with Producers and Account Executives to service client accounts
• entails a great deal of verbal, electronic and other written communications
• manage the renewal and marketing process
• prepare materials for presentations and communications
• develop relationships with clients and carrier contacts

Account Manager – Employee Benefits

• Prepare applications and marketing strategy for new business and renewals
• Interact with clients and maintain relationships
• Negotiate terms, conditions, and coverage limits with carriers
• Oversee daily activities of Account Coordinators and Managers
• Maintain accurate information to avoid E&O claims

Senior Account Executive, Affluent Personal Lines

• 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 meetings 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 presentations 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 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.
• Ability to travel 2-3 times a year as required for client or other meetings.
• Set priorities and manage workflow and timelines to ensure goals are met.
• Document correspondence, electronic documents and all pending activities within the Management Operating System.
• Engage and encourage consistent professional communication with clients, carriers and staff.
• Stay informed with industry insurance information, training, new available markets or technologies and changing legislation affecting the eldercare industry.
• Provided mentorship and oversight of account associates and account managers as assigned. Provide oversight of their client servicing tasks, including Pre-Renewal and Post-binding work, etc.

Senior Account Manager, Commercial Lines

• interact with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives
• support Producers who have clients with global exposure
• prepare risk management analysis and identify exposure while collaborating on submissions to go to market
• market, negotiate, and broker new and renewal quotes/opportunities with underwriters
• engage and create a consultative role to explain features, advantages, and disadvantages of various insurance policies to internal producers, prospects and clients
• work with Account Coordinators/Managers to create formal proposals, present terms to the insured, and bind coverage via available close opportunities
• assist internal producers with prospecting meetings, policy comparisons, claims advocacy and product knowledge
• responsible for sending binding documents and ensuring policies are delivered to insureds
• participate in meetings and/or conference calls with the insured and/or underwriters
• demonstrate the ability to consistently make cold calls to both warm and cold leads
• develop and maintain an ongoing pipeline of opportunities at different stages of the sales cycle
• generate new business that helps meet the group's annual new business sales goal

Commercial Lines Multinational Account Executive/Sales Support

Vice President

• Own and strategically grow your own book of high-value Property/Casualty clients
• Drive retention and expansion through internal collaboration
• Lead and support organizational and individual producers’ new business growth objectives
• Proactively identify and address coverage gaps
• Drive renewal and new business processes by designing efficient workflows
• Build and leverage deep carrier relationships to negotiate optimal terms
• Lead cross-functional teams with a focus on empowerment and accountability
• Champion data-driven decision-making by leveraging technology platforms
• Act as a trusted advisor and proactively educate prospects and clients
• Participate in the creation of prospect and client proposals and presentations
• Continuously seek professional development opportunities