Commercial Lines Sr. Account Executive (Plainview, NY or EST remote)

Nfp

Albany, NY

Full Time

Senior

100k-112k

11 days ago

Job Description

About the Role

The Commercial Lines Senior Account Executive interacts with clients and insurance markets on a daily basis while developing and maintaining relationships with both client and carrier representatives. This role involves preparing applications, submissions, specifications, and marketing strategies for new business and renewals, acting as the lead consultant and primary point of contact for assigned clients. The position is based in Plainview, NY, with a hybrid schedule, and may consider remote or other East-coast office arrangements for highly qualified candidates with strong product knowledge. The company, NFP, is an award-winning organization specializing in risk, workforce, wealth management, and retirement solutions, emphasizing a people-first approach.

Key Responsibilities

Manage and consult on assigned book of business, negotiating terms, conditions, coverage limits, and pricing with carriers and wholesalers.
Work with the Claims Department on relevant claims for assigned clients.
Ensure renewal timelines are adhered to and create renewal timelines for new business.
Maintain accurate information such as updated exposures, driver information, reporting forms, signed endorsements, and miscellaneous data to avoid E&O claims.
Build and maintain strong relationships with carriers and clients through regular contact and client visits.
Review client contracts to ensure compliance with insurance requirements.
Independently answer coverage questions.
Provide mentorship and support to Coordinators and Account Managers as needed.

Requirements

High school diploma or equivalent; additional training or education preferred.
Typically more than 10 years of Commercial Lines and industry experience.
Proficiency in Outlook, Word, and Excel.
Experience with EPIC or similar agency management systems required.
CRM experience required; EPIC experience highly desired.
P&C Insurance License required upon hire.
Strong business writing skills demonstrated through relevant work and assessments.
Excellent verbal and written communication skills.
Highly organized with strong attention to detail.
Ability to make sound independent decisions and interact effectively with a variety of people.
Technical expertise with good analytical and problem-solving skills.

Nice to Have

Experience with EPIC agency management system.
Additional training or education in related fields.

Qualifications

High school diploma or equivalent.
More than 10 years of Commercial Lines experience.
Proficiency in Outlook, Word, Excel.
CRM experience.
P&C Insurance License upon hire.

Benefits & Perks

Competitive salary, PTO & paid holidays.
401(k) with match.
Exclusive discount programs.
Health & wellness programs.
Performance-based incentives may be available.

Working at Nfp

NFP is a people-first organization that values building and nurturing lifelong relationships with employees. It is an inclusive employer committed to diversity and equal opportunity, emphasizing a supportive and collaborative work environment.

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