SRACC011699_5

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. 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:

Summary Of Role

The primary functions of this position are to provide quality service to clients, manage and control client relationships, and support Producers in their efforts to attract and retain clients. The Sr. Account Executive (AE) will be the day-to-day liaison between the insurance company and designated middle-market accounts.

Daily servicing of clients will include contract analysis, coverage and exposure analysis, endorsement activity, problem-solving, renewal management, preparation of quotes/proposals, and binding of coverage. The AE will assist Producer(s) with the above functions when applicable.

AE should have knowledge and experience in all areas of commercial insurance. As needed, AE will coordinate with Producers on strategic account issues and potential challenges. AE is responsible for the successful fulfillment of corporate strategies and compliance with company workflows and procedures.

This is a full-time position, ideally working hybrid from any of our DMV or NC offices. We will consider a remote option for well-experienced CL candidates.

Essential Core Duties And Responsibilities

Provide the most prompt, accurate, and professional service that customers have ever received anywhereIncrease revenue by rounding out commercial lines accountsDevelop, maintain, and manage the client relationship, always striving for excellence

Specific Requirements

General Client Management

Build and maintain constructive and effective relationships with clients by meeting and exceeding expectationsProvide consistent, accurate, timely, and pertinent communication to clientsUtilize company workflows and processes to initiate and maintain contact with clients as well as to update coverages, review exposures, and discuss opportunities for account roundingRespond to client inquiries/issues promptlyResolve/assist with any service issues/questionsAssist Producers and broking team in design of or independently design insurance plans for clientsAssist clients in making appropriate coverage changes, making each contact a marketing opportunityInform and educate clients about coverage, exclusions, and exposures and document electronic files accordinglyMonitor and review client satisfactionElectronically document all communication with clientsReview policies and coveragesFollow established agency workflows and procedures for effective utilization of agency management systemTake advantage of personal and professional development opportunities such as continuing education, professional designations, and in-house trainingAdhere to all state laws and regulations regarding insurance agents (licensing, continuing education, etc)

Renewal

As appropriate, market, negotiate, prepare and analyze alternative renewal optionsDevelop written, graphic, and electronic renewal materials as appropriateRespond to requests for additional information from insurance carriers and processing department in timely, professional manner, providing accurate and complete information

Account Management

Understand underwriting and rating rationale for all types of commercial policiesQuote and propose commercial lines policies, alone or in cooperation with Producer and/or broking teamProvide technical support to Producers (coverage recommendations; quoting; creation of proposals; creation and management of activities, etc) to assist clients and reach company s business goalsPrepare proposals and applications, alone or in cooperation with Producer and/or broking teamRemarket accountsMaintain agency management system files by accurately and consistently documenting conversations, inputting policy details accurately, and complying with company workflows and Policies and Procedures

Business Development

Seek referrals from client base and assist Producer and/or broking team in placing new accountsUtilize renewal management process to round accounts

Other Duties

Assist with or complete other tasks as directed by management

Job Specifications/Requirements

Property and casualty insurance license upon hireIdeally 10 years, Minimum of 5 years , experience in the property and casualty industryMastery of commercial insurance underwriting, coverage, and rate analysisIn-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwritersUnderstanding of marketplace trends and best practices to meet clients needsStrong written and verbal communication skillsAbility to prioritize and self-manage workloadStrong negotiating skillsProficiency in Microsoft Office productsExperience with EPIC preferred or other CRM required

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.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.#J-18808-Ljbffr