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NFP, an Aon company · 9 hours ago

Commercial Lines Account Manager (NC hybrid/remote)

Charlotte, NC

Full-time

Hybrid

Entry, Mid Level

$47K/yr - $90K/yr

2+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance, providing tailored solutions to address significant risk and workforce challenges. The Commercial Lines Account Manager will manage relationships with clients, ensuring quality service and retention of business while cross-selling insurance products.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations

Provide consistent, accurate, timely, and pertinent communication to clients

Resolve/assist with any service issues/questions

Assist clients in making appropriate coverage changes, making each contact a marketing opportunity

Inform and educate clients about coverage, exclusions and exposures and document electronic files accordingly

Respond to clients’ needs by providing/producing binders, certificates, policies, auto id cards, evidences of insurance, and other related items accurately and on time

Monitor and review client satisfaction

Electronically document all communication with clients

Review policies

As appropriate, market, negotiate, prepare and analyze alternative renewal options

Develop written, graphic, and electronic renewal materials as appropriate

Follow established agency procedures for effective utilization of agency management system

Take advantage of personal and professional development opportunities such as continuing education, professional designations, and in-house training

Adhere to all state laws and regulations regarding insurance agents (licensing, continuing education, etc)

Assist with or complete other tasks as directed by agency management

Qualification

PropertyCasualty licenseCommercial insurance knowledgeUnderwriting experienceMicrosoft Word proficiencyMicrosoft Excel proficiencyEPIC experienceSelf-managementCommunication skills