Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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:

NFP Property & Casualty Services, Inc. is looking for an Account Manager II. In this position, the ideal candidate will provide middle market clients with expertise in the field of Commercial Lines insurance along with a quality of service that maintains long-term relationships, maintain and develop existing and new customers through appropriate propositions and ethical sales methods, and be a relevant internal liaison to optimize quality of service, business growth, and customer satisfaction. This role will support and maintain the Commercial Lines Department, including staff and production.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, individual must be able to execute each essential duty satisfactorily:

• 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 (Applied/EPIC)
• Secure and prepare summaries of clients’ historical Loss Data (using Excel)
• Prepare coverage comparisons as well and premium breakdown spreadsheets as needed
• Assist Account Executives 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
• Prepare Proposal of Insurance using Agency Management Systems
• Issue Certificates and Evidences of Property Insurance
• 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
• Follow the NFP Service Model Standards
• Work on special projects as assigned at the direction of Account Executive and office leadership

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

• 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
• 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

SUPERVISORY RESPONSIBLITIES:

• None

EDUCATION AND/OR EXPERIENCE:

• High School graduate or general education degree (GED); college preferred
• Minimum 5 years of experience as an Account Manager

CERTIFICATES, LICENSES, REGISTRATION:

• Must have property and casualty insurance license
• Professional insurance designation preferred (such as CIC, CISR, CPCU, etc.)

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst 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. The base salary range for this position is $47,000 to $86,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.