Commercial Lines Account Manager; MD hybrid/remote
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-25
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Insurance
Insurance Sales, Property Insurance, Insurance Agent -
Sales
Insurance Sales
Commercial Lines, Account Manager (MD hybrid/remote)
Join to apply for the Commercial Lines, Account Manager (MD hybrid/remote) role at NFP, an Aon company
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK
180 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:
Job Summary
This is a full‑time, exempt, support position assisting the Account Team in the management of the existing BOB with emphasis on 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 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.
Work arrangement: hybrid in Bethesda, MD office or remote for well‑experienced candidates on an EST schedule. When working from home, maintain a private workspace with secure company equipment and high‑speed internet; be present, responsive and minimize interruptions.
Job Goals
- Deliver the most prompt, accurate, and courteous service that customers have ever received…anywhere
- Increase revenue by rounding out commercial lines accounts
- Develop relationships that lead to new business sales
Essential Core Duties and Responsibilities
- Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations
- Provide consistent, accurate, timely, and pertinent communication to clients
- Resolve/assist with any service issues/questions
- Assist clients in making appropriate coverage changes, turning each contact into a marketing opportunity
- Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly
- Respond to clients’ needs by providing/producing binders, certificates, policies, auto , evidences of insurance and other related items accurately and on time
- Monitor and review client satisfaction
- Electronically document all communication with clients
- Review policies
- Market, negotiate, prepare and analyze alternative renewal options as appropriate
- Develop written, graphic and electronic renewal materials as appropriate
- Follow established agency procedures for effective utilization of the agency management system
- Take advantage of personal and professional development opportunities such as continuing education and in‑house training
- Adhere to all state laws and regulations regarding insurance agents (licensing, continuing education, etc.)
- Assist with or complete other tasks as directed by agency management
Job Specifications/Requirements
- Property and casualty insurance license upon hire is required
- At least 2 years of experience in commercial or personal lines insurance, with an understanding of underwriting, coverage and rate analysis
- In‑depth knowledge of insurance coverages and the 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 Excel
- EPIC experience is preferred, but other agency management system experience will be considered
- If not experienced with EPIC and seeking a remote role, on‑site training may be required at one of our select East Coast offices
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 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. The base salary range for this position is $60,000 – $95,000, determined by experience, credentials, education, certifications, skill level required for the position, the scope of the position and geographic location.
Actual base salary will be determined on a case‑by‑case basis. In addition to base salary, this position may be eligible for performance‑based incentives.
NFP and You… Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Seniority level: Not Applicable
Employment type: Full‑time
Job function: General Business, Other, and Administrative
Industries: Insurance
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