Location: Charlotte, NC
Company: NFP
manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions.
To learn more, please visit: . Summary of Role: This is a full-time exempt position working from our Charlotte, NC office with 2-3 days work-from-home flexibility. Will manage a book of business comprised of middle markets to larger complex Property and Casualty accounts consisting of large deductible and/or loss-sensitive clients with an emphasis on full client retention. Ability to work independently and provide mentorship
to junior staff. Essential Core Duties and Responsibilities Will create marketing submissions including client coverage needs, gathering exposure data, researching property, vehicle and equipment values through serial numbers, replacement cost backssments, 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 forms, 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 utilized. Use agency credit and collection policy in invoicing and pursuing prompt payments. Analyze loss run/claim history reports including Mod Master. 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 Knowledge, Skills, and/or Abilities: Strong Proficiency in Microsoft Office products Strong analytical and mathematical and technical skills Intermediate skills for Excel and Word Excellent written communication skills - writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information Excellent interpersonal skills communication skills. Ability to handle situations in a calm, courteous and professional manner.
Attention to detail and follow-through; maintains a sense of urgency Education and/or Experience: BA/BS preferred Typically more than 2 years of industry and Commercial Lines experience including large deductible and captive programs Certificates, Licenses, Registration: P&C Insurance resident License required upon hire or ability to obtain within 60 days of hire. CIC, AAI, CISR, CPIA or other P&C designations preferred What We Offer NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more.
Our People First 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. NFP and You. Better. Together. NFP is an inclusive Equal Employment Opportunity employer. PDN-9acdbdc5-86d1-4145-a579-5bdc6f733752
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