Senior Account Manager, Commercial Lines
NFP, an Aon company
full-time
Posted on:
Location Type: Remote
Location: Florida • Maryland • United States
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Salary
💰 $57,000 - $130,000 per year
Job Level
About the role
- 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.
Requirements
- Property and casualty insurance license upon hire is required.
- Professional designations preferred/helpful (CIC, AAI, CISR, CPIA)
- Ideally 5+ years Property Casualty servicing experience
- BA/BS degree is preferred.
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
property and casualty insuranceinsurance coveragesloss analysisnegotiationclient servicingcontract reviewrenewal marketing processcomplianceaccount managementstrategic planning
Soft Skills
relationship managementcommunicationnegotiation skillsprioritizationself-managementmentorshipteam collaborationproblem-solvingtrust-buildingpresentation skills
Certifications
property and casualty insurance licenseCICAAICISRCPIABA/BS degreeHS Diploma