Group Captive, Account Manager; hybrid Charlotte, NC

Job Category: Account Management

Requisition Number: GROUP
014724

Location:

Charlotte, NC (Hybrid) – 1901 Roxborough Road, Suite 315, Charlotte, NC 28211

NFP, an Aon company, is a Best Places to Work award winner in Business Insurance and has the WORK
180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals address risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. Learn more at:

This is a full-time, exempt, client support position on the Commercial Lines-Group Captive Team. You will assist the Account Team in the management of the existing BOB and Captive prospects with emphasis on full retention and placement of new Captive clients. The primary function is to provide quality service to clients and cross-sell/account-round within the existing book of business. The Account Manager will be the day-to-day liaison between the insurance company and designated loss-funding accounts.

You will manage and control relationships with clients in collaboration with Producers and/or Account Executives. Daily servicing includes 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 Producers as needed. Requirements include P&C experience and an active P&C license, with knowledge of commercial lines including, but not limited to, commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood.

Work Schedule
:
This is a full-time position with hybrid schedule from our Charlotte, NC office. Working in the office at least 3 days a week is required.

• Provide prompt, accurate, courteous service to customers.
• Increase revenue by rounding out commercial lines accounts.
• Develop relationships that lead to new business sales.

• Build and maintain constructive relationships with clients by meeting and exceeding expectations.
• Provide consistent, accurate, timely, and pertinent communication to clients.
• Resolve/assist with service issues/questions.
• Assist clients in making appropriate coverage changes and treat each contact as a marketing opportunity.
• Inform and educate clients about coverage, exclusions and exposures; document electronic files accordingly.
• Monitor and review client satisfaction.
• Electronically document all communication with clients.
• Review policies.
• Prepare and analyze Captive submissions for best alternative solutions.
• Develop renewal materials as appropriate.
• Follow agency procedures for effective utilization of the agency management system.
• Engage in professional development opportunities and continuing education.
• Adhere to state laws and regulations regarding insurance agents.
• Assist with or complete other tasks as directed. Ability to work overtime as necessary.

• Property and casualty insurance license upon hire is required.
• At least 5 years of experience in Commercial Lines with underwriting, coverage and rate analysis knowledge.
• 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, PowerPoint & Excel, Teams and Copilot/AI. Intermediate to advanced Excel is required.
• EPIC experience preferred, but other agency management systems considered.
• When working from home, maintain a private workspace to secure company equipment, maintain high-speed internet, be present and responsive online, and minimize personal interruptions during your work shift.

• P&C License required upon hire.
• High School or equivalent required; additional education and training preferred.
• More than 5 years related experience or equivalent combination of education and experience.

Competitive salary, PTO & paid holidays, 401(k) with match, exclusive discounts, health & wellness programs, and more. Our People First culture emphasizes building and nurturing lifelong relationships with employees. Base salary range: $47,000 – $90,000, with actual offer determined by factors such as experience, credentials, and location. May be eligible for performance-based incentives.

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