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Commercial Lines, Sr. Account Manager (hybrid-Plainview, NY or EST remote)

Nfp

Plainview, NY
Full Time
Senior
80k-80k
16 days ago

Job Description

About the Role

The Commercial Lines Senior Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. You will manage your book of business, including administrative and operational tasks, handle day-to-day client servicing, manage renewal and marketing processes, and maintain relationships with clients and carrier contacts. This role involves active communication in client meetings and requires maintaining relationships proactively within a people-first, client-focused organization. The position offers a hybrid schedule based in Plainview, NY, with potential remote options for qualified candidates demonstrating high product fluency.

Key Responsibilities

  • Manage an assigned book of business, maintaining relationships with carrier and client contacts.
  • Lead client meetings for accounts assigned to them.
  • Manage the renewal and marketing process from start to finish in collaboration with Account Executives and Advisors.
  • Communicate directly with clients and carriers in collaboration with the Account Executive or Advisor/Client Executive.
  • Create and maintain client files in accordance with office procedures and keep client policy records in the agency management system.
  • Assist team members with day-to-day client servicing as required.

Requirements

  • High school diploma or equivalent; additional training or education preferred.
  • Typically, more than seven years of Commercial Lines and industry experience.
  • Experience with EPIC or similar agency management systems required.
  • Proficiency in Outlook, Word, and Excel.
  • Must have polished verbal and written communication skills.
  • CRM experience required; EPIC experience highly desired.
  • P&C Insurance License required upon hire.
  • Strong business writing skills demonstrated through relevant work and knowledge assessments.
  • Ability to understand and assess policy forms and endorsements.
  • Highly organized with excellent communication skills.
  • Self-confident to make sound independent decisions.
  • Ability to interact successfully with a variety of people both in a team environment and autonomously.
  • Ability to handle situations professionally and courteously.
  • Ability to prioritize multiple tasks to meet deadlines.
  • Strong analytical and problem-solving skills.
  • Attention to detail, decision-making skills, and problem resolution abilities.
  • Flexibility and adaptability to changing priorities, deadlines, and technology.
  • Willingness to work overtime as necessary to meet client and business deadlines.

Nice to Have

  • Experience with EPIC agency management system (highly desired).

Qualifications

  • High school diploma or equivalent.
  • More than seven years of Commercial Lines industry experience.
  • P&C Insurance License.

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

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.

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Job Details

Posted AtJul 12, 2025
Job CategoryAccount Management
Salary80k-80k
Job TypeFull Time
Work ModeHybrid
ExperienceSenior

Job Skills

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About Nfp

Website

nfp.com

Location

Plainview, NY

Industry

Limited-Service Restaurants

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