NFP, an Aon company · 9 hours ago
Commercial Lines, Sr. Account Manager/ AE (remote)
United States
Full-time
Remote
Mid, Senior Level
$57K/yr - $130K/yr
5+ years expNFP, an Aon company, is a recognized leader in Business Insurance, dedicated to providing custom solutions for risk management and workforce challenges. The Senior Account Manager/Account Executive will play a pivotal role in client engagement and relationship management, focusing on advising clients on coverage analysis and risk management strategies.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Manage primary client relationship and development of customer service plan. Maintain a focus on growth and retention of assigned book of business
Establish and maintain a high level of trust with clients through consistent contact and proactive resolution of any actionable serving items, questions or concerns
Initiate client meeting to strategize for the renewal marketing process. Advise on the best coverage alternatives
Able to review ownership and management contracts, property leases and other contractual documents to gather important information and insurance requirements for compliance purposes
Will discuss and negotiate coverage and related pricing with carriers and wholesalers based on in depth understanding of client’s exposures and historical claims
Prepare renewal submission based on strategy client meeting results, including loss analysis, changes in exposure/operations and recommended coverage options. Conduct renewal presentation with clients either individually or with other members of the team
Strong knowledge of Marketing/Underwriting Process including selecting appropriate markets based on appetite, presenting the clients operational story in the best light to the underwriter, summarizing historical claims, documenting carrier clearance. Continuing high-level and consistent carrier/wholesale communication to obtain the most comprehensive quote by the target timeline
Be a strategic negotiator to obtain comprehensive coverage and most competitive premium
Develop strong relationships with business partners including carrier underwriters, wholesalers and any other professional service providers
Ability to travel 2-3 times a year as required for client or other meetings
Set priorities and manage workflow and timelines to ensure goals are met
Document correspondence, electronic documents and all pending activities within the Management Operating System
Engage and encourage consistent professional communication with clients, carriers and staff
Stay informed with industry insurance information, training, new available markets or technologies and changing legislation affecting the eldercare industry
Provided mentorship and oversight of account Associates and Account managers as assigned. Provide oversight of their client servicing tasks, including Pre-Renewal and Post-binding work, etc
Qualification
Required
Property and casualty insurance license upon hire is required
Ideally 5+ years Property Casualty servicing experience
HS Diploma or equivalent is required
Demonstrated in-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters
Strong written, verbal and negotiation skills
Ability to prioritize and self-manage workload
Advanced MS Office skills, to include Excel, Word, Powerpoint
Preferred
Professional designations preferred/helpful (CIC, AAI, CISR, CPIA)
BA/BS degree is preferred
EPIC experience is preferred, but will consider other agency management system experience
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase