commercial lines account executive

Midwest Heritage

<div><div><div><div><div><div><div><div><p><b>Additional Considerations (if any):</b></p></div></div></div></div></div></div></div><ul><li></li></ul><p>
At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.</p><p></p><div><div><p><b><br>
Midwest Heritage Bank</b></p></div><p></p><div><p><b>
Job Title</b>: Commercial Lines Account Executive</p></div><div><p><b>
Department:</b> Insurance</p></div><div><p><b>
FLSA: </b>Exempt</p></div><p></p><div><p><b>
General </b><b>Function</b></p></div><div><p>
The Commercial Lines Account Executive develops new commercial lines insurance business in Midwest Heritage markets. This position consists of both inside and outside sales and marketing. This position involves new business production and customer retention requirements. This position customarily and regularly involves performing duties away from Midwest Heritage. The Commercial Lines Account Executive must project a positive and helpful image that enhances the overall brand image of Midwest Heritage Insurance Services. This position may also write new personal lines (home &amp; auto) insurance products. This is a work from home position.</p></div><p></p><div><p><b>
Core Competencies</b></p></div><div><ul><li><p>
Business Development</p></li><li><p>
In-House Relationship Management</p></li><li><p>
Customer Service</p></li><li><p>
Industry and Product Expertise</p></li><li><p>
Organization</p></li></ul></div><p></p><div><p><b>
Reporting Relations</b></p></div><div><p><b>
Accountable and Reports to: </b>VP Sales, Commercial Lines</p></div><div><p><b>
Positions that Report to you: </b>None</p></div></div><p></p><div><div><p><b>
Primary Duties and Responsibilities:</b></p></div><div><ul><li><p>
Create and sustain long lasting relationships with prospective customers to grow a book of commercial lines and personal lines property &amp; casualty business.</p></li><li><p>
Assist in cross-selling/up-selling insurance products to existing customers.</p></li><li><p>
Promote Midwest Heritage financial products and services to existing and current customers.</p></li><li><p>
Assess customer needs, prepare and present accurate proposals, and provide coverage guidance to customers.</p></li><li><p>
Collect all required client data and information for development of a professional sales proposal.</p></li><li><p>
Responsible for achieving new business sales goals, client retention, profitable loss-ratio, diverse product-mix, and cross-sell targets.</p></li><li><p>
Participates in training on Midwest Insurance Services sales processes, systems, and practices.</p></li><li><p>
Continues to further knowledge of commercial products and service offerings.</p></li><li><p>
Stays current on industry trends, and recommends new carrier markets for Agency Management to pursue.</p></li><li><p>
Actively involved with industry and community organizations.</p></li><li><p>
Provides customer service to policyholders by communicating with internal and external personnel; delegate appropriate service work to commercial lines Account Manager(s) and others within the agency for timely handling.</p></li><li><p>
Effectively manages workload to achieve excellent client service results.</p></li><li><p>
Timely and efficient follow-up with carriers, clients, and prospects.</p></li><li><p>
Professionally communicates verbally and in writing with customers and insurance carrier underwriting, claims, and service departments.</p></li><li><p>
Demonstrates a positive attitude and builds customer focused relationships with staff.</p></li><li><p>
Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed.</p></li><li><p>
Reports to work when scheduled and on time.</p></li><li><p>
Learn and proficiently use various carrier websites and quoting/renewal procedures.</p></li><li><p>
Develops and maintains positive relationships with insurance carriers and vendors.</p></li></ul></div></div><div><div><ul><li><p>
Effectively manages workload including follow up activity in EPIC and completing proficient documentation on all client contacts.</p></li><li><p>
Attends scheduled agency and carrier meetings.</p></li><li><p>
Maintains current agent license, certifications, and CE requirements for each renewal period.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities Required:</b></p></div><div><ul><li><p>
Must have valid driver&rsquo;s license.</p></li><li><p>
Must have a friendly positive attitude and strong communication skills.</p></li><li><p>
Must show leadership and excellent customer service.</p></li><li><p>
Strong attention to detail and ability to meet deadlines.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Outlook, and good typing skills.</p></li><li><p>
Excellent organizational and follow-up skills.</p></li><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must have the ability to organize and perform sales presentations to individuals and small groups.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities, and Worker Characteristics:</b></p></div><div><ul><li><p>
Enhanced knowledge of commercial property &amp; casualty coverages and ability to apply that knowledge in the performance of job duties.</p></li><li><p>
Must have a friendly positive attitude, strong written and verbal communication skills and the ability to approach people.</p></li><li><p>
Self-motivation, strong work ethic and the ability to build personal relationships with clients will be essential in this position.</p></li><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
Excellent organizational skills, work with detail, high level of accuracy, and follow-up skills.</p></li></ul></div></div><div><div><ul><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must always present themselves in a professional manner.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Access, Outlook and good data entry skills.</p></li><li><p>
Must have the ability to analyze and understand coverages, forms, underwriting practices and policies.</p></li></ul></div><p></p><div><p><b>
Education and Experience:</b></p></div><div><ul><li><p>
High school diploma or equivalent.</p></li><li><p>
Associate or Bachelor&rsquo;s Degree in Business, Finance, or Marketing is preferred.</p></li><li><p>
Prefer a minimum of one year of sales experience, including; cold calling, selling and negotiating with proven experience growing commission revenue; developing and implementing sales and marketing plans; knowledge of commercial lines property &amp; casualty insurance products and marketplace preferred but not required; working understanding of carrier products and underwriting disciplines preferred but not required.</p></li><li><p>
Must have required insurance licenses or willing to obtain within 60 days.</p></li><li><p>
Willingness to acquire further certifications or state license if required.</p></li></ul></div><p></p><div><p><b>
Physical Requirements:</b></p></div><div><ul><li><p>
This position is classified sedentary/light and requires the ability to sit for long periods of time.</p></li><li><p>
Visual requirements include: ability to see detail at near range with or without correction.</p></li><li><p>
Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.</p></li></ul></div><p></p><div><p><b>
Working Conditions:</b></p></div><div><ul><li><p>
The duties of this position are normally performed outside of Midwest Heritage with some office work. This is a fast paced work environment.</p></li><li><p>
There is frequent pressure to meet deadlines and handle multiple projects in a day.</p></li></ul></div></div><div><div><ul><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
25-50% Travel</p></li></ul></div><p></p><div><p><b>
Equipment Used to Perform Job:</b></p></div><div><p>
Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, printer and agency management software and tools.</p></div><p></p><div><p><b>
Contacts:</b></p></div><div><p>
This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage</p></div><p></p><div><p><b>
Confidentiality:</b></p></div><div><p>
This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.</p></div><div><p>
In the performance of their respective tasks and duties all employees are expected to:</p></div><div><ul><li><p>
Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes.</p></li><li><p>
Perform quality work within deadlines.</p></li><li><p>
Interact professionally with other employees, customers and suppliers.</p></li><li><p>
Work effectively as a team contributor on all assignments.</p></li><li><p>
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.</p></li></ul></div></div></div>

Commercial Lines Account Executive

Relation Insurance Services

<div><p><b>WHO WE ARE</b></p><p></p><p>
Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.</p><p><b><br>
WHAT WE&rsquo;RE LOOKING FOR</b></p><p></p><p>
The Account Executive, National Accounts serves as a national resource for Relation, responsible for meeting the risk management and insurance needs of Relation&rsquo;s largest, most complex clients. The Account Executive, National Accounts will oversee existing and new client relationships, delivering an elevated, industry-leading client service experience. This position requires advanced commercial P&amp;C expertise related to both first-party property risk and third-party casualty risks, as well as a robust network of carrier relationships.</p><p></p><p><b>
A GLIMPSE INTO YOUR DAY</b></p><ul><li>
Oversees client service for a growing portfolio of clients with a complex risk profile.</li><li>
Builds, expands and solidifies relationships with existing clients and leads appropriate resources to address the client&rsquo;s risk management needs.</li><li>
Analyzes commercial lines accounts and makes decisions based on individual risk characteristics, exposure analysis, hazard recognition and controls.</li><li>
Understands client&rsquo;s deficiencies in coverage and consults with them to ensure comprehensive coverage.</li><li>
Demonstrates technical competency and creates innovative solutions.</li><li>
Secures existing business and drives the sale of expanded service and capabilities.</li><li>
Develops and analyzes program and coverage options across lines of business. Presents new business or renewal proposals to client, in conjunction with team members when needed.</li><li>
Prepares and negotiates fees ensuring account profitability in a value-based approach for the scope of service and costs associated with the client service agreement.</li><li>
Gathers new business or renewal information to complete applications and related documentation for submission to appropriate insurance markets.</li><li>
Prepares account summaries, as required.</li><li>
Coordinates loss analysis and loss control activities in conjunction with claims and loss control specialists.</li><li>
Keeps producers fully informed of all important activities on their accounts.</li><li>
Manages stewardship/service agreements ensuring services are provided and deadlines are met.</li><li>
Adheres to pertinent laws, regulations, Relation&rsquo;s compliance practices and external compliance requirements.</li><li>
Reviews cancellations and determines reason for cancellation requests with an attempt to save accounts, as appropriate, while maintaining the agency&rsquo;s financial equity.</li><li>
Maintains and updates electronic files.</li><li>
Stays abreast of industry information, new products, legislation, coverage and technology to continuously improve knowledge, performance and services to clients.</li><li>
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience</li><li>
Recommends process improvements as needed.</li><li>
Performs other projects, duties, and tasks, as assigned.</li></ul><p></p><p><b>
WHAT SUCCESS LOOKS LIKE IN THIS ROLE</b></p><ul><li>
7+ years&rsquo; experience in the insurance industry with a focus on Commercial Lines.</li><li>
A Property and Casualty License from state of domicile is required and must be maintained.</li><li>
CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus.</li><li>
Must have a valid driver&rsquo;s license, the ability to travel to client sites and a reliable source of transportation.</li><li>
College degree preferred.</li><li>
In-depth understanding of all aspects of commercial lines of coverage.</li><li>
In-depth knowledge and understanding of risk management and loss control.</li><li>
Exceptional knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.</li><li>
Strong analytical and mathematical skills.</li><li>
Advanced skills in Microsoft Office with excellent PowerPoint and presentation skills for both in-person and virtual sessions.</li><li>
Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.</li><li>
Ability to work independently and as part of a team.</li><li>
Willingness to adhere to all principles of confidentiality.</li><li>
Ability to travel up to 10% of the time as needed.</li></ul><p></p><p><b>
WHY CHOOSE RELATION?</b></p><ul><li>
Competitive pay.</li><li>
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.</li><li>
Career advancement and development opportunities.</li></ul><p>
.</p><p></p><p><b>
Note: </b>The above is not all encompassing of the full position description.</p><p></p><p><b>
Relation Insurance Inc.</b> provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.</p><p></p><div><p>
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.</p><p><br>
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.</p></div><p></p><p>
.</p><p></p>
$92,000.00 - $177,000.00</div>

Account Executive, National Accounts

Insurance Market Place

<p>Commercial Lines Account Manager</p><p>We are seeking a motivated and detail-oriented <b>Commercial Lines Account Manager</b> to support and grow our expanding commercial insurance division. This role manages day-to-day servicing of commercial accounts while assisting with new business growth.</p><p>Responsibilities:</p><ul><li>Manage commercial lines accounts (GL, BOP, Property, Auto, WC, etc.)</li><li>Issue Certificates of Insurance (COIs)</li><li>Process endorsements, renewals, audits, and policy changes</li><li>Handle billing inquiries and carrier communication</li><li>Market and negotiate renewal accounts as needed</li><li>Support quoting and placement of new business</li><li>Provide exceptional customer service in English and Spanish</li></ul><p>Qualifications:</p><ul><li>Commercial lines experience preferred</li><li>2-20 license preferred; 4-40 license accepted</li><li>Strong knowledge of commercial coverages</li><li>Experience with agency management systems and carrier portals</li><li>Organized, proactive, and growth-oriented</li></ul><p>Join a growing agency where you&rsquo;ll play a key role in expanding our commercial lines division.</p><p>Job Type: Permanent</p><p>Pay: $35,000.00 - $55,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Commercial Lines Account Manager

Zander Insurance

<p>Elevate Your Career with Zander: Commercial Lines Account Manager</p><p>At Zander Insurance, we recognize and reward top talent with industry-leading compensation packages and expansive growth opportunities. Join our team as a Commercial Lines Account Manager and be part of an organization that values your skills and dedication while doing meaningful work protecting families. As a 100-year-old company experiencing remarkable growth year over year, we offer stability and opportunities in a thriving industry.</p><p><b>Why Zander?</b></p><p>Unmatched Compensation:</p><ul><li><b>Industry-Leading Salary + Performance Incentives</b></li><li><b>Guaranteed Comp Increases</b></li><li><b>401(k) Match</b>: Benefit from a 5% dollar-for-dollar company match.</li><li><b>Financial Growth</b>: As part of our Employee Stock Ownership Plan (ESOP), all employees join in our success via the distribution of company ownership shares. Currently, 30% of team members have share values exceeding $500,000!</li></ul><p>Outstanding Benefits:</p><ul><li><b>Medical, Dental, Life, &amp; Disability Insurance</b>: 100% employer-paid.</li><li><b>Generous HSA Contributions</b>: Enjoy substantial company contributions.</li><li><b>Paid Time Off</b>: 3 weeks of PTO plus holidays.</li><li><b>Flexible Work Schedule</b>: Telecommute on a hybrid schedule.</li><li><b>Career Advancement</b>: We promote from within and offer leadership opportunities as we continue to grow.</li></ul><p><b>Your Role</b></p><p>As a Commercial Lines Account Manager, you will assist existing clients in securing and maintaining the necessary protections for their business. Your role involves providing exceptional client support, guiding them through their commercial insurance needs, and advocating on their behalf. Your responsibilities include:</p><ul><li>Efficiently manage renewals by gathering information, preparing submissions, marketing with carriers, and presenting to clients.</li><li>Provide comprehensive client support by issuing certificates, handling endorsements, and addressing billing inquiries.</li><li>Effectively manage and resolve issues related to cancellations, claims, audits, and challenging renewal scenarios.</li><li>Collaborate with the team to review documents for accuracy, assess client policies, and analyze risk to recommend cost-effective solutions.</li><li>Build and maintain positive relationships with clients, carriers, vendors, and team members through strong communication and organizational skills.</li></ul><p><b>Who You Are</b></p><ul><li>A seasoned Commercial Lines professional with strong renewal and servicing experience</li><li>Comfortable managing complex accounts and client relationships independently</li><li>Detail-oriented and organized, able to manage multiple priorities in a fast-paced environment</li><li>A clear communicator who can explain complex coverage concepts to clients</li><li>Confident working within agency management systems and carrier platforms</li><li>A collaborative team member who takes ownership of client outcomes</li></ul><p><b>Minimum Qualifications</b></p><ul><li>Active Property and Casualty insurance license</li><li>Three or more years of direct Commercial Lines experience</li><li>Strong knowledge of commercial Property and Casualty coverages, markets, and carriers</li><li>Demonstrated experience managing commercial renewals and servicing client accounts</li><li>Ability to communicate complex insurance concepts clearly and effectively</li><li>Experience working within agency management systems (Applied Epic preferred)</li><li>Proficiency with Microsoft Office products</li><li>High School diploma or equivalent</li><li>Typing speed of at least 45 words per minute</li></ul><p><b>WE ARE AN EQUAL OPPORTUNITY EMPLOYER.</b> Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.</p><p>Job Type: Full-time</p><p>Pay: From $60,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Disability insurance</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul><p>Work Location: Hybrid remote in Nashville, TN 37209</p>

USI Insurance Services

<div><div><div><div><p><b>General Description: </b>Manage 30 to 50 middle-market Commercial Lines insurance accounts as the day-to-day client contact. Activities include new and renewal marketing, fielding questions and requests and coverage review. Assist Sales Executives and Account Executives.<br>
</p><p></p><br>
<p><b>Responsibilities:</b></p><ul><li>
Provide proactive, personalized support to assigned Commercial Lines clients.
</li><li>Provide insurance technical expertise to clients and other members of the Account Management team.
</li><li>Responsible for marketing and placement of client Commercial Lines insurance renewals.
<ul><li>With assistance from Account Representatives, prepare client applications for review.</li><li>
Determine most-appropriate carriers for market pricing.</li><li>
Analyze and compare carrier quotes and coverage offerings.
</li><li>Make insurance program recommendations to clients.</li></ul></li><li>
Manage client renewal expirations and avoid any lapse in coverage.</li><li>
Negotiate with carriers on behalf of clients.</li><li>
Process policies, endorsements and audits as needed.</li><li>
Champion client cross-selling initiatives and develop customer accounts.</li><li>
Represent client interests in internal USI account strategy meetings.</li><li>
Delegate administrative client tasks to assigned Account Representatives.
</li><li>Respond to underwriters&rsquo; questions in a timely and professional manner.</li><li>
Maintain a high degree of accuracy in agency management systems.</li>
Occasional in-person attendance at face-to-face client meetings.<br>
<li>
</li></ul><p></p><br>
<p><b>Knowledge, Skills and Abilities:</b></p><ul><li>
2-5 years experience in a Commercial Lines agency. College degree preferred.</li><li>
Strong understanding of Property &amp; Casualty insurance.
</li><li>Must hold or be willing to earn Property &amp; Casualty insurance license.</li><li>
Industry designation such as ARM, CIC, CPCU preferred</li><li>
Comfortable with internet-based programs and Microsoft Office products.</li><li>
Knowledge of Sagitta / ImageRight preferred, but not required.</li><li>
Able to work in a fast-paced, team environment with minimal instruction.</li><li>
Keep informed about industry information, technology and trends.</li></ul><div></div><div><div><br>
#LI-DS2</div><div>
#LI-HYBRID</div></div>
</div></div><div><div><p><b>Why USI?</b><br>
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.</p><p><b>
Unrivaled Resources and Support</b><br>
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the <b>USI ONE Advantage&reg;</b>, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE&reg; represents Omni, Network, Enterprise&mdash;the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.</p><p><b>
Industry-Leading Programs, Rewards, and Recognition</b><br>
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers <b>employee programs</b> that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.</p><p><b>
Deep Community Engagement</b><br>
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects &ndash; to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint &ndash; we&rsquo;re working <b>together as ONE</b> to build a better future.</p><p><b>
Committed to a Diverse and Inclusive Workplace</b><br>
Our award-winning <b>I&rsquo;m With U</b> diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.</p><p><b><br>
Nationally Recognized as a Top Insurance Employer</b></p><ul><li>
Recognized as one of Insurance Business America&rsquo;s Top Insurance Employers eight consecutive years (2018-2025).</li><li>
Named to Business Insurance&rsquo;s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).</li><li>
Named to Fortune&rsquo;s Best Workplaces in Financial Services &amp; Insurance list for the last two years (2024-2025).</li><li>
Certified as a Great Place To Work two years in a row (2024-2025).</li></ul><p>
Visit our <b>Awards and Accolades page</b> for a complete list of our latest industry awards and recognitions!</p>
</div></div><div><div><div><p><i>USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time</i><i>.</i></p></div></div></div></div></div>

Account Manager - Commercial Lines

NFP Corp

<p></p><div><h3 class="jobSectionHeader"><b>Commercial Lines Account Manager (NC hybrid/remote)</b></h3>
<p>Morristown, NJ, US</p><br>
<div></div>
<p></p><p><b>Who We Are:
</b></p><p>NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.</p>
<p><b>Job Summary:</b></p>
<p>This is a full-time, exempt, support position assisting the Account Team in the management of the existing BOB with emphasis in full retention responsibility. The primary function of this position is to provide quality service to clients and cross-sell/account-round within the existing book of business. The Account Manager (AM) will be the day-to-day liaison between the insurance company and designated middle-market accounts. You will manage and control relationships with clients in collaboration with Producers and/or Account Executives. 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&amp;C experience and an active P&amp;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.</p>
<p><b><i>This is a full-time position, ideally working hybrid from either our Charlotte, NC office. We will consider a remote option for well-experienced Commercial Lines candidates able to work on an EST schedule.</i></b><b><i> </i></b><b><i>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</i></b></p>
<p><b>Job Goals:</b></p>
<ul><li>Give the most prompt, accurate, and courteous service that customers have ever received&hellip;anywhere.</li>
<li>Increase revenue by rounding out commercial lines accounts. Negotiate pricing and coverage terms in the client&rsquo;s best interest.</li>
<li>Develop relationships that lead to new business sales.</li>
</ul><p><b>Essential Core Duties and Responsibilities</b></p>
<ul><li>Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations.</li>
<li>Provide consistent, accurate, timely, and pertinent communication to clients.</li>
<li>Resolve/assist with any service issues/questions.</li>
<li>Assist clients in making appropriate coverage changes, making each contact a marketing opportunity.</li>
<li>Inform and educate clients about coverage, exclusions and exposures and document electronic files accordingly.</li>
<li>Respond to clients&rsquo; needs by providing/producing binders, certificates, policies, auto id cards, evidence of insurance, and other related items accurately and on time.</li>
<li>Monitor and review client satisfaction.</li>
<li>Electronically document all communication with clients.</li>
<li>As appropriate, market, negotiate, prepare and analyze alternative renewal options.</li>
<li>Develop written, graphic, and electronic renewal materials as appropriate.</li>
<li>Follow established agency procedures for effective utilization of agency management system.</li>
<li>Take advantage of personal and professional development opportunities such as continuing education, professional designations, and in-house training.</li>
<li>Adhere to all state laws and regulations regarding insurance agents (licensing, continuing education, etc).</li>
<li>Assist with or complete other tasks as directed by agency management.</li>
</ul><p><b>Job Specifications/Requirements:</b></p>
<ul><li>Property and casualty insurance license upon hire is required.</li>
<li>At least 2 years of experience in commercial lines insurance, with an understanding of underwriting, coverage and rate analysis.</li>
<li>In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters.</li>
<li>Strong written and verbal communication skills.</li>
<li>Ability to prioritize and self-manage workload.</li>
<li>Proficiency in Microsoft Word and Excel.</li>
<li>EPIC experience is preferred, but will consider other agency management system experience.</li>
<li>If not experienced with EPIC and seeking a remote role, on-site training may be required in one of our select East Coast offices.</li>
<li><p>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.</p>
</li></ul><p><b>What We Offer:</b></p>
<p>We&rsquo;re proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. 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. The base salary range for this position is $60,000 &ndash; $95,000. 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.</p>
<p><b>NFP and You&hellip; Better Together!</b></p>
<p><i>NFP is an inclusive Equal Employment Opportunity employer.</i></p></div><p></p>

Commercial Lines Account Manager (NC hybrid/remote)

Alera Group

<div>Overview:<div></div><div><b><br>
Commercial Lines Account Manager &ndash; Property &amp; Casualty</b><br>
<b>Location:</b> Remote</div><div></div><div><br>
At Alera Group, our Property &amp; Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We&rsquo;re seeking a <b>Commercial Lines Account Manager</b> who will support risk strategy, client service excellence, and operational accuracy.</div><div></div><div><b><br>
About Alera Group</b><br>
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients&rsquo; success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.</div><div></div><h2 class="jobSectionHeader"><b><br>
Why Alera Group</b></h2><ul><li><div><b>
Meaningful Impact:</b> Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction</div></li><li><div><b>
Growth &amp; Learning:</b> Opportunities to deepen your expertise and gain exposure to a variety of clients and industries</div></li><li><div><b>
Collaborative Culture:</b> Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way</div></li></ul>
Responsibilities:
<div></div><div><h2 class="jobSectionHeader"><b>
What You&rsquo;ll Do / Your Impact</b></h2><h3 class="jobSectionHeader"><b>
Client Partnership &amp; Risk Strategy</b></h3><ul><li>
Support commercial insurance clients by providing timely, professional, and solutions‑oriented service</li><li>
Build and maintain long‑term client relationships through consistent communication and follow‑through</li><li>
Coordinate with Producers and the Commercial Sales team to support client needs and service strategy</li></ul><h3 class="jobSectionHeader"><b>
Operational Excellence</b></h3><ul><li>
Manage day‑to‑day servicing of commercial client accounts in accordance with agency procedures, including:<ul><li>
New business setup and onboarding</li><li>
Renewal processing and service support</li><li>
Endorsements intake, processing, and follow‑up</li><li>
Cancellations and audits</li><li>
Billing, financing, and payments</li><li>
Certificates, Evidence of Insurance, schedules, and auto ID cards</li></ul></li><li>
Perform all work in compliance with company policies, procedures, and applicable insurance regulations</li><li>
Maintain accurate documentation and records within the agency management system</li><li>
Communicate with internal and external customers in a friendly, professional, and patient manner</li></ul><h3 class="jobSectionHeader"><b>
Strategic Contribution</b></h3><ul><li>
Provide an exceptional customer experience with a focus on client retention and satisfaction</li><li>
Address customer concerns promptly and escalate issues as needed to the Commercial Lines Team Leader or Producers</li><li>
Support team goals by collaborating effectively with colleagues and contributing to a positive service culture</li></ul></div><br>
<div></div>
Qualifications:
<div></div><div><h2 class="jobSectionHeader"><b>
What You Bring</b></h2><h3 class="jobSectionHeader"><b>
Required</b></h3><ul><li>
Minimum of 3 years of commercial insurance experience</li><li>
Active Property &amp; Casualty insurance license</li><li>
Strong customer service and relationship‑management skills</li><li>
Ability to work independently while managing multiple priorities</li><li>
Strong communication skills and attention to detail</li></ul><h3 class="jobSectionHeader"><b>
Preferred</b></h3><ul><li>
Experience using Applied Epic or similar agency management systems</li><li>
Experience working in a collaborative, team‑based insurance environment</li></ul><h2 class="jobSectionHeader"><b>
Core Competencies</b></h2><ul><li>
Detail orientation</li><li>
Accountability and follow‑through</li><li>
Collaborative mindset</li><li>
Client‑first thinking</li><li>
Strong organization and time management</li><li>
Professional communication</li></ul></div><br>
<div></div>
Additional Information:
<div><b>
Compensation:</b><br>
Hourly range: $28 &ndash; $38 per hour. Compensation within this range will be determined based on experience and qualifications.</div><div></div><div><b><br>
Benefits:</b><br>
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.</div><div></div><div><b><br>
Work Model:</b><br>
This role is <b>Remote</b><b>&mdash;</b><b>p</b>reference for MD, DE, PA, VA, or candidates residing in the Eastern Timezone.</div><div></div><h3 class="jobSectionHeader"><b><br>
Professional Development &ndash; Alera Group Academy</b></h3><div>
At Alera Group, growth isn&rsquo;t left to chance. Through <b>Alera Group Academy</b>, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.</div><div>
You&rsquo;ll have access to:</div><ul><li><div>
Role-specific learning paths</div></li><li><div>
Leadership development programs</div></li><li><div>
Technical and compliance training</div></li><li><div>
Industry certifications and continuing education support</div></li><li><div>
Peer learning and knowledge-sharing communities</div></li></ul><div>
Whether you&rsquo;re deepening technical expertise or preparing for leadership, we&rsquo;re invested in helping you grow.</div><h3 class="jobSectionHeader"><b>
Licensure &amp; Certifications (If Applicable)</b></h3><div>
This position may require:</div><ul><li><div>
Active <b>Property and Casualty license</b></div></li><li><div>
Ability to obtain required licensure within the agreed upon timeline.</div></li><li><div>
Ongoing continuing education to maintain active status</div></li></ul><p>
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.</p><div><br>
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.</div><div></div><div><br>
#LI-AM1</div><div>
#LI-Remote</div></div>

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