Who We Are
NFP, an Aon Company, is a multi-year 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: https://www.NFP.com.
Summary of Role:
This is a full-time exempt position. The primary function is to manage a book of business comprised of larger Property / Casualty insurance clients with emphasis on full client retention. Ability to work independently as needed.
Essential Core Duties and Responsibilities:
- Provide the most prompt, accurate, and professional service that customers have ever received…anywhere
- Increase revenue by rounding out commercial lines accounts
- Develop, 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 expectations
- Provide consistent, accurate, timely, and pertinent communication to clients
- Utilize company workflows and processes to initiate and maintain contact with clients as well as to update coverages, review exposures, and discuss opportunities for account rounding
- Respond to client inquiries/issues promptly
- Resolve/assist with any service issues/questions
- Assist Producers and broking team in design of or independently design insurance plans for clients
- 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
- Monitor and review client satisfaction
- Electronically document all communication with clients
- Review policies and coverages
- Follow established agency workflows and 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)
Renewal
- As appropriate, market, negotiate, prepare and analyze alternative renewal options
- Develop written, graphic, and electronic renewal materials as appropriate
- Respond 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 policies
- Quote and propose commercial lines policies, alone or in cooperation with Producer and/or broking team
- Provide technical support to Producers (coverage recommendations; quoting; creation of proposals; creation and management of activities, etc) to assist clients and reach company’s business goals
- Prepare proposals and applications, alone or in cooperation with Producer and/or broking team
- Remarket accounts
- Maintain 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 accounts
- Utilize 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 hire
- Ideally 10 years, Minimum of 5 years’, experience in Commercial Lines P&C
- Mastery of commercial insurance underwriting, coverage, and rate analysis
- In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters
- Understanding of marketplace trends and best practices to meet clients’ needs
- Strong written and verbal communication skills
- Ability to prioritize and self-manage workload
- Strong negotiating skills
- Proficiency in Microsoft Office products
- Experience 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.
