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

Nfp

White Plains, NY

Full Time

Senior

80k-100k

12 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 effective relationships with clients and carriers to deliver services efficiently. The position is full-time with a hybrid schedule based in Plainview, NY, with potential for remote or other East-coast office arrangements for qualified candidates.

Key Responsibilities

Manage an assigned book of business, proactively 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 the 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 according to office procedures and keep client policy records in the agency management system.

Requirements

Customer-focused with the ability to establish and maintain effective relationships.
Experience with EPIC or similar agency management systems required.
Intermediate proficiency in Microsoft Office products, specifically Word, Excel, and Outlook.
Polished verbal and written communication skills, including strong business writing skills.
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.
High school diploma or equivalent; additional training or education preferred.
More than seven years of Commercial Lines and industry experience.
Ability to understand and assess policy forms and endorsements.
Proficiency in Outlook, Word, and Excel.
CRM experience required; EPIC experience highly desired.
P&C Insurance License required upon hire.

Nice to Have

EPIC experience.

Benefits & Perks

Competitive salary, PTO & paid holidays.
401(k) with match.
Exclusive discount programs.
Health & wellness programs.
Base salary range of $80,000 - $100,000, determined by experience and other factors.
Performance-based incentives may be available.

Working at Nfp

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance and has earned the WORK180 employer endorsement. The organization values a PeopleFirst culture focused on building and nurturing lifelong relationships with employees, emphasizing a supportive and inclusive work environment.

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