Group Captive, Account Manager
NFP, an Aon company
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • North Carolina • United States
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Salary
💰 $47,000 - $90,000 per year
About the role
- 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.
Requirements
- Property and casualty insurance license upon hire is required.
- At least 5 years of experience in Commercial Lines with an understanding of underwriting, coverage and rate analysis.
- In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters.
- Strong written and verbal communication skills.
- Ability to prioritize and self-manage workload.
- Proficiency in Microsoft Word, PowerPoint & Excel, Teams and Copilot/AI.
- Intermediate to advanced Excel is required.
- EPIC experience is preferred, but will consider other agency management system experience.
Benefits
- Competitive salary
- 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
contract analysiscoverage analysisexposure analysisunderwritingrate analysisinsurance coveragescross-sellingaccount managementCaptive submissionsrenewal materials development
Soft Skills
communication skillswritten communicationverbal communicationprioritizationself-management
Certifications
Property and casualty insurance license