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:
