Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, is a recognized leader in Business Insurance and is seeking an experienced Commercial Lines Account Executive/Sr. Account Executive. The role involves managing client relationships, providing risk management solutions, and advising on insurance coverage for niche Eldercare Facilities clients.
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
- Provide 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
- Should have potential and desire to grow into a staff leadership function
Skills
- Property and casualty insurance license upon hire is required
- Ideally 10+ 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
- When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift
- 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 Overview