Commercial Lines, Associate/Account Manager

Job Summary: In this position you will support the Account Team in the management on the existing Book of Business with emphasis in full retention responsibility. The primary function is to provide quality service to clients and cross-sell/account-round within the existing book of business. The Title Titlte will be commensurate experience. The Associate Account Manager (AM) or Account Manager will be the day-to-day liaison between the insurance company and designated middle-market accounts. You will lead and control relationships with clients in collaboration with Producers and/or Account Executives. The daily servicing of clients will include contract analysis, coverage and exposure analysis, endorsement activity, routine coverage and billing questions, problem-solving, renewal control, preparation of quotes/proposals, binding coverage, and claim reporting and follow-up. You will assist Producer(s) with the above functions as needed. You should have P&C experience and an active P&C license. Have knowledge and experience in select commercial insurance including, but not limited to, commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood. This is a full-time position, ideally working hybrid from our Bethesda, MD office. We will consider a remote option for well-experienced Commercial Lines candidates able to work on an EST schedule. When working remotely, maintain a dedicated workspace to protect organizational devices and communications. Ensure your internet is reliable and high-speed. Stay available and engaged online. Limit personal distractions during work hours. Essential Core Duties and Responsibilities Assist Account Executive to complete marketing submissions including client coverage needs, gathering exposure data, researching property, vehicle and equipment values through serial numbers, replacement cost assessments, client invoices and/or tax and financial data. Review prior policies and analyze coverage for gaps and coverage enhancements for new business opportunities. Create Broker of Record (BOR) letters and submit to carriers for acceptance. For renewal and new business, complete Acord applications, specialty applications & supplemental applications by accessing the missing data and assisting the Account Executive/Producer with obtaining completion of all necessary applications. Be familiar with carrier appetites and the market climate for proper selection and advice to Account Executives/Producers on eligible markets available for marketing. Develop market rapport with carriers. Perform all technical and clerical functions for the assigned book of business to assure the insurance service needs of individual clients are met. These functions include but are not limited to client file set-up, issuing evidence of insurance documents, application completion, and endorsement and renewal processing. Initiating or assisting with new business as directed by the Account Executive/Producer. Prepare summaries of insurance and create schedules and proposals as needed for account review. Remarket and handle other renewal activities with the Account Executive/Producer. Review with the Producer the service plan designed for the client and maintain diary alerts and follow ups to assure the deliverables are met as agreed upon to our clients. Create, review and update diaries, with clients and carriers, as necessary, or upon the receipt or delivery of insurer documentation (relates to billing, endorsements, waivers, policy audits, signed policies, certificates, accounts receivables, quotes). Proofread all documents to ensure completeness and accuracy of information in documents produced for service team members, clients or carriers. Address client needs by communicating with the client, via computer, phone, or face-to-face interaction, and ensure that all appropriate resources are being applied. Use agency credit and collection policy in invoicing and pursuing prompt payments. Analyze loss run/claim history reports including ModMaster. Responsible for assuring all client billings are entered accurately into system 30 days prior to company due date. Develop and maintain complete, accurate, and timely data in EPIC according to NFP Standards, Policies & Procedures. Other duties as assigned by manager, Account Executive & Producer. Job Specifications/Requirements: Property and casualty insurance license upon hire is required. At least 2 years of experience in commercial lines insurance, with an understanding of underwriting, coverage and rate analysis. In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters. Strong written and verbal communication skills. Ability to prioritize and self-manage workload. Proficiency in Microsoft Word and intermediate or above with Excel. EPIC experience is preferred, but will consider other agency management system experience. If not experienced with EPIC and seeking a remote role, on-site training may be required in one of our select East Coast offices. When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift. Excellent interpersonal skills; strong oral and written communication skills. Attention to detail and follow-through; maintains a sense of urgency. What We Offer: We're 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, ultimately, we exist to be there for others. The base salary range for this position is $65,000 - $80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two \"Global Wellbeing Days\" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at View email address on click.appcast.io or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. #J-18808-Ljbffr Aon plc