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NFP Sr. Account Manager in Spokane, Washington

Sr. Account Manager

Spokane, WA US

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Provide clients with expertise in the field of Commercial Lines insurance along with a quality of service that maintains long-term relationships. Maintain and develop existing and new customers through appropriate propositions, ethical sales methods, and relevant internal liaison to optimize quality of service, business growth, and customer satisfaction. Support and maintain the Commercial Lines Department, including staff and production.

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 (EPIC)

  • 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

  • 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

    KNOWLEDGE, SKILLS, AND/OR ABILITIES:

  • 5+ years’ experience working in a Property & Casualty Insurance Agency

  • Underwriting and rating experience

  • Excellent written and verbal communication skills

  • Self-confident to make sound independent decisions

  • Ability to successfully interact with a variety of people

  • Customer focused to establish and maintain effective relationships

  • Intermediate level of knowledge and experience of Microsoft Office, specifically Word, Excel and Outlook

  • Possess good analytical and problem solving skills

  • Self-motivated

  • Strong attention to detail, decision making skills and problem resolution

  • Ability to handle situations in a calm, courteous and professional manner

  • Ability to prioritize multiple tasks to meet deadlines

  • Ability to interact with a variety of people/personalities and function well in a team environment

  • Experience with EPIC Agency Management System

    EDUCATION AND/OR EXPERIENCE:

  • High School graduate or general education degree (GED), college preferred

  • Previous P&C insurance office experience desired

CERTIFICATES, LICENSES, REGISTRATION:

  • Must have P&C Insurance License

  • Professional insurance designation preferred (such as CIC, CISR, CPCU, etc.)

    Who We Are

We’re NFP, a four-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, and 2020. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.nfp.com/

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 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.

NFP and You... Better. Together.

NFP is an inclusive Equal Employment Opportunity employer.

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