Senior Account Manager

Who We Are

We’re a seven-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.

NFP is hiring a Senior Account Manager. 

This position is responsible for providing prompt, accurate, courteous service to customers, producers and company personnel. The position is responsible for integrating the Olson & Olson Ltd mission statement ideal into the fabric of job duties and actively and positively demonstrating the stated core values that are part of the Olson & Olson Ltd overall culture. 

Mission Statement: 

Our mission is to grow profitably and secure relevant relationships with our customers, carriers and employees by living our stated core values every day.

Core Values: 

1. Surprise the Customer 

2. Be Authentic 

3. Work Smarter not Harder 

4. Be Bold, Be Proactive, Be ready 

5. Know the Impact to the Customer 

6. Work as if You Own the Business 

7. Pursue Company Growth 

8. Build Relationships 

9. Pursue Excellence 

10. Advocate for Each Other 

11. Create Fun 

12. Be Well

Essential Functions

• Demonstrate Core Values in all aspects of duties and responsibilities 

• Service Commercial Lines accounts as assigned and aid in collections. 

• Collect premiums per established agency procedures. 

• At the direction of producer, prepare company submissions for new business quotes, applications, and prepare proposals of insurance for new Commercial Lines clients, including visits to clients with producer when requested. 

• Initiate, screen and prepare endorsement requests for Commercial Lines clients. 

• Prepare and process cancellations when required. 

• Prepare and process all requests for certificates of insurance as required within 24 hours of request. 

• Review all applications, policies, endorsements and audits for accuracy. 

• Setup and prepare new account files per agency procedures. 

• Invoice all premium-bearing transactions. 

• Notify producer of any unpaid audits and request appropriate actions be made according to agency collections procedure. 

• Prepare account summaries as required. 

• Prepare ID cards, evidence of property, certificates, binders, and/or obtain underwriter approval on manuscript endorsements. 

• Deliver policies, and related documents to insureds as needed. 

• Maintain suspense items in a timely manner. 

• Prepare expired policies for filing in dead files. 

• Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered. 

• Participate in seminars and classes for skill and knowledge development. 

• Maintain all client activity in the agency automation system. 

• Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures. 

• Prioritize work load and/or request assistance as required. 

• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client. 

• Attend occasional meetings with Producer, meeting with clients to discuss and handle their insurance needs. 

• Assist prospects/insureds until a producer is available. 

• Assist in establishing and implementing new business marketing strategies in offering Workers’ Compensation. 

• Follow-up with insurers on coverage placement and change requests. 

• Assist prospects/insureds until a producer is available.