Sr. Account Executive, Commercial Lines (hybrid, North Carolina)

Who We Are: 

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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.

Job Summary:

Provide clients with expertise in the field of Commercial Lines insurance along with a quality of service that maintains long-term relationships. Maintain and develop existing and new customers through appropriate propositions, ethical sales methods and relevant internal liaison to optimize quality of service, business growth and customer satisfaction. Prepares applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from the Department VP/Manager.

This is a full-time position with a hybrid schedule from our Charlotte, North Carolina office. We may consider a remote or hybrid schedule in one of our other East-coast offices/cities, at our discretion, and for well-qualified candidates demonstrating a high level of product fluency.

Essential Duties and Responsibilities:

• Manage and consult on assigned book of business: negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Works with the Claims Department on relevant claims for assigned clients.
• Ensures that renewal timelines are adhered to and creates renewal timelines for new business.
• Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
• Maintains a follow-up system to ensure policies, endorsements and other information is received to comply with requests.
• May provided mentorship and direct needs from Coordinators and Account Managers.
• Builds and maintains strong relationships with carriers, and clients through regular contact and client visits. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
• Reviews client contracts to ensure compliance with insurance requirements.
• Independently answers coverage questions.
• Responsible for follow up with clients for information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information.
• Performs follow up for audits, dividends and retro adjustments.
• May assists clients with claim reporting and follow-up.
• Recommends new and additional coverages and obtains quotes.
• Use online carrier tools to develop quotations.
• Prepare pre-renewal information for client’s review and approval to discuss with the Sales Team
• Work on special projects as assigned.
• Monitor financial status of accounts, collect premiums, and adhere to agency collection policies.
• Initiate sales process and develop client relationships.
• Review prospective new clients’ insurance policies. Develop accurate information for account submissions and analysis.
• Prepare applications for quotation. Obtain updated renewal information and have to market 120 days out.
• Prepare and present prospect proposals either alone or with the Sales team.
• Review, quote and deliver renewal policies to client alone or with the Sales Team.
• Renew, retain and services existing accounts, maintains direct communications with each client.
• Travel as needed to accommodate and attend scheduled client visits, company meetings and/or producer meetings.

Knowledge, Skills, and/or Abilities:

• Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
• Self-confident to make sound independent decisions.
• Ability to successfully interact with a variety of people/personalities.
• Demonstrate strong leadership skills.
• Possess technical expertise plus good analytical and problem-solving skills
• Ability to handle situations in a calm, courteous and professional manner.
• EPIC agency management experience desired.
• Strong attention to detail, decision-making skills and problem resolution.
• Capable of multi-tasking.
• May be required to work overtime as necessary.
• Must have strong organizational and time management skills – prioritizes and plans work activities; u