Commercial Account Manager

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.

  • Service of Commercial Lines Insurance
  • Disseminate appropriate needs of client as it relates to Commercial Insurance
  • Facilitate requests and needs of Carriers on behalf of clients
  • Enter client/prospect data into Agency Management System (TAM)
  • Secure and prepare summaries of clients' historical Loss Data (using Excel)
  • Assist Account Executives with marketing Carriers for appropriate coverage as needed
  • Use online carrier tools to develop quotations
  • Prepare pre-renewal information for client's review and approval
  • Update client proposals (Word Tables)
  • Process completed applications, including follow-up for documents required
  • Request policy changes as requested by client, Account Executive or Producer
  • Check Policies, Endorsements and Policy Audits for accuracy
  • Bill policy transactions
  • Follow through on transactions to ensure policies are properly issued
  • Work on special projects as assigned at the direction of Account Executive and office leadership

Meet Some of NFP's Employees

Kristie D.

Account Manager, Benefits

Kristie is responsible for maintaining great relationships with NFP company clients, answering the questions of current partners, creating proposals for contract renewal and preparing materials for open-enrollment meetings.

Josephine W.

Account Manager, Benefits

Josephine is responsible for overseeing the day-to-day employee benefits management of NFP’s small business clients by answering questions, keeping accurate files, and finding great rates.


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