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Commercial Insurance Account Manager - Transportation - Military Veterans

at NFP

NFP Corp





To apply for this position please CLICK HERE

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

The Account Manager I is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in the day to day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. While in this role, this person will begin to learn to manage a book of business under senior team member direction. Begin to develop relationships with clients and carrier contacts and work proactively to effectively and efficiently deliver services to clients. In this role, the Account Manager I is learning to manage the clients from start to finish, but require a great deal of supervision and direction from more senior team members.

NOTE: This opportunity is for future needs. We often recruit for this roles due to increased business and career progression of current staff. Applying to this opportunity now will move qualified applicants to the shortlist when a new need arises. If you are looking for an immediate opportunity, please apply instead to our current openings via our Careers Pager athttps://careers.nfp.com.

Essential Duties and Responsibilities:

  • Begins to develop relationships; attend meetings and may contribute
  • Work with senior team members to prepare and send the request for endorsements to applicable insurance carriers
  • Communicate with Insured’s changes in premium and collection of endorsement down payment as well as establishing third party financing if applicable
  • Begin to participate in reviewing policies and carrier source documents for accuracy under the direction of the Account Executive or Advisor
  • Creates and maintains client files in accordance with office procedures. Will be responsible for keeping client policy records in the agency management system
  • Assists on some billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary

Knowledge, Skills, and/or Abilities:

  • Highly organized with excellent verbal and written communication skills
  • Self-confident to make sound independent decisions
  • Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
  • Ability to handle situations in a calm, courteous and professional manner
  • Customer focused to establish and maintain effective relationships
  • Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
  • Ability to prioritize multiple tasks to meet deadlines
  • Must be able to read, analyze and reconcile financial reports
  • Possess strong analytical and problem solving skills
  • Sharp attention to detail, decision making skills, and problem resolution
  • Flexibility and adaptability to changing priorities, deadlines and technology

Education and/or Experience:

  • Associates degree (or equivalent) and BA/BS preferred
  • More than 3 years’ client service and/or industry and product line experience

Certificates, Licenses, Registration:

  • Appropriately licensed or ability to obtain licensing if required

What We Offer

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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.

 

NFP is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state or local law. The Company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It’s expected that all of our employees are aware of this policy and that they create an environment that’s sensitive and respectful to all individuals.

Helena, MT

NFP
NFP

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.

 

Our teams strive to embody excellence in everything we do – and we’re proud to be recognized for it. Our vision isn’t all about the numbers. But we’ve found that our reputation as an exceptional provider of personal and corporate consultative services hasn’t gone unnoticed. We’re proud to say we’re the:

 

  • #7 Largest benefits broker by global revenue, Business Insurance
  • #8 Best place to work in insurance, Business Insurance 
  • #8 Commercial lines agency, Insurance Journal 
  • #10 Largest property & casualty agency, Insurance Journal
  • #13 Personal lines agency, Insurance Journal
  • #13 Global insurance broker, Best's Review 
  • #13 Largest broker of US business, Business Insurance

 

We’re also 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.

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