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Account Commercial Manager II

Company: NFP Corp
Location: Flagstaff
Posted on: May 12, 2022

Job Description:

Who We AreWe're NFP, a five-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, 2020 and 2021. We are also recognized as an Elite 2018 Agency award winner 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 have 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/The RoleProvide middle market 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. - Support and maintain the Commercial Lines Department, including staff and production.ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.

  • Service of Commercial Lines Insurance
  • Disseminate appropriate needs of client as it relates to Commercial Insurance
  • Facilitate requests and needs of Carriers on behalf of clients
  • Enter client/prospect data into Agency Management System (Applied/EPIC)
  • Secure and prepare summaries of clients' historical Loss Data (using Excel)
  • Assist Account Executives with marketing Carriers for appropriate coverage as needed
  • Use online carrier tools to develop quotations
  • Prepare pre-renewal information for client's review and approval
  • Update client proposals (Word Tables)
  • Issue Certificates and Evidences of Property Insurance
  • Process completed applications, including follow-up for documents required
  • Request policy changes as requested by client, Account Executive or Producer
  • Check Policies, Endorsements and Policy Audits for accuracy
  • Bill policy transactions
  • Follow through on transactions to ensure policies are properly issued
  • Work on special projects as assigned at the direction of Account Executive and office leadershipKNOWLEDGE, SKILLS, AND/OR ABILITIES: -
    • Excellent written and verbal communication skills
    • Self-confident to make sound independent decisions
    • Ability to successfully interact with a variety of people and function well in a team environment
    • 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 good analytical and problem solving skills
    • Strong attention to details, decision making skills, and problem resolution
    • Ability to handle situations in a calm, courteous and professional mannerSUPERVISORY RESPONSIBLITIES: -
      • None -EDUCATION AND/OR EXPERIENCE: -
        • High School graduate or general education degree (GED), college preferred
        • Must have P&C License
        • Minimum 3 years previous P&C insurance office experience desiredCERTIFICATES, LICENSES, REGISTRATION: -
          • Must have P&C Insurance License
          • Professional insurance designation preferred (such as CIC, CISR, CPCU, etc.)PHYSICAL DEMAND: - The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. - Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. -
            • Ability to sit at a desk or computer for long periods of time
            • Must be able to lift and carry up to 10 poundsWORKING CONDITIONS: - Climate controlled open office environment.NOTE: - The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. - It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Keywords: NFP Corp, Flagstaff , Account Commercial Manager II, Executive , Flagstaff, Arizona

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