Apply on Employer Site

NFP, an Aon company · 2 weeks ago

Commercial Lines Account Manager (Long Island, NY)

New York, NY

Full-time

Hybrid

Mid Level

$60K/yr - $80K/yr

3+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance and is seeking a Commercial Lines Account Manager. The Account Manager will be responsible for servicing client accounts, managing the renewal and marketing process, and developing relationships with clients and carrier contacts while collaborating with Advisors and Account Executives.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

Works proactively to develop relationships with carrier and client contacts; take active role in meeting

Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare first draft of renewal presentation

Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Communicate directly with clients and carriers, with approval from the Account Executive or Advisor/Client Executive

Maintains accurate documentation and a follow-up system to ensure policies, endorsements and other information is received to comply with requests

Build and maintain strong relationships with carriers, and clients through regular contact

Collaborate with Advisors/Account Executives on communications to keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues

First line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary

Qualification

Commercial Lines InsuranceProperty & Casualty Broker's LicenseEPIC agency management systemWritten communicationAnalytical skillsLeadership skillsNegotiation skillsProblem-solving skillsInterpersonal skillsFlexibilityAdaptability

Required

Must be able to work from our Plainview office at least two days a week

When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift

Experience with EPIC or related agency management system

Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information

Self-confident to make sound independent decisions

Ability to successfully interact with a variety of people/personalities

Strong leadership and negotiation skills

Possess technical expertise plus good analytical and problem-solving skills

Ability to handle situations in a calm, courteous and professional manner

Flexibility and adaptability to changing priorities, deadlines and technology

Recent experience at a retail insurance brokerage or independent insurance agency required

High school diploma or equivalency required

Property & Casualty Broker's License required upon hire