NFP Corp Looking for Surety, Sr. Account Manager- (Hybrid) at Indian Trail, North Carolina Full Time

Who We Are

We’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: .

The Role at NFP

Summary:

The Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications.  The Account Manager will manage the renewal and marketing process, and prepare materials for presentations and communications, in collaboration with their more senior team members.  Work is completed with a significant amount of independent discretion.  While in this role, this person will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing their own clients, may also continue to support the Account Management Team as assigned.

This is a full-time role working from our Charlotte, NC office (ZIP 28211) on a hybrid work schedule-once job fluency is demonstrated.

Essential Duties and Responsibilities:

• Works proactively to develop relationships with carrier and client contacts; take active role in meetings.
• Prepare and send the request for proposals to applicable insurance carriers and spreadsheets results as they come in. Prepare renewal presentations.
• Takes the lead on reviewing proposals and carrier source documents for accuracy in collaboration with the Account Executive or Advisor/Client Executive. Communicates directly with clients and carriers. 
• Creates and oversee the maintenance of client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system.
• Ensure compilations of data to use for underwriting. Prepare proposals or presentations.
• Verifies that documentation (bonds and riders,) and information requested are accurate and in compliance.
• Perform bond checks, pro-rate premiums, and the process for completing underwriting checklists and submission letters .
• Answer billing questions from clients and carrier personnel in collaboration with the Accounting Dept. when necessary. Verifies rates are correct, adjusts for any additional premium and expedites invoice.
• Executes or oversee job completion and cancellation requests, including additional or return premiums. Processes premium bearing and non-premium bearing riders, follows up with carriers for outstanding invoices, riders, cancellations, corrections, etc.
• Executes or oversee renewals and renewal certificates – including notary acknowledgments and Power of Attorney’s, including timely reporting to client and Surety.

Knowledge, Skills, and/or Abilities:

• Highly organized with excellent verbal and written communication skills
• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
• Ability to handle situations in a calm, courteous and professional manner
• 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 strong analytical and problem solving skills
• Sharp attention to detail, decision making skills, and problem resolution

Education and/or Experience: 

• P&C Insurance License required upon hire
• Associates degree (or equivalent), and BA/BS preferred
• More than 3 years’ client service and/or industry and surety experience
• Experience working in the EPIC Agency Management System or other CRM strongly preferred

What We Offer:

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

NFP and You… Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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