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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