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The Senior Account Executive supports middle market clients and may manage large, complex accounts involving significant premiums and multifaceted insurance programs, requiring a high level of technical expertise and consultative judgment. Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverage and foreign packages.

YEAR

<p>Who We Are:</p><p>NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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: <a href="https://www.NFP.com" rel="nofollow">https://www.NFP.com</a>.</p><p>Summary:</p><p>The Senior Account Executive is responsible for managing client relationships on a day-to-day basis while developing and maintaining strong partnerships with both clients and carrier representatives. Serving as the lead consultant and primary point of contact, this role provides strategic guidance and oversight across all aspects of client service. This individual independently prepares applications, specifications, and marketing strategies for the renewal of assigned accounts with minimal supervision. The Senior Account Executive supports middle market clients and may manage large, complex accounts involving significant premiums and multifaceted insurance programs, requiring a high level of technical expertise and consultative judgment. Clients may include organizations within construction, human services, or municipal sectors, each with distinct risk and coverage considerations.</p><p>This is a full‑time role that offers flexibility through a hybrid work schedule from our Albany, Amherst, or Pittsford offices in New York, or our Danbury, CT office. We also offer the opportunity to work fully remote. Standard work hours are Monday through Friday, 8:00 a.m. to 5:00 p.m. Eastern Time. When working remotely, employees must have access to a confidential, uninterrupted workspace and reliable high‑speed internet.</p><p>Essential Duties and Responsibilities:</p><ul><li>Utilize a consultative approach to manage client relationships and deliver tailored insurance solutions</li><li>Build and maintain strong relationships clients and carrier partners through regular communication and client visits</li><li>Negotiates renewal terms, conditions, coverage limits, and pricing with carriers and wholesalers.</li><li>Serve as primary point of contact for assigned accounts with minimal supervision</li><li>Manage the renewal process for assigned clients and ensure timely execution</li><li>Partner with the claims team to support client needs and resolve issues</li><li>Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverage and foreign packages.</li><li>Works within EPIC to ensure policies, endorsements, surplus lines and other details are handled in accordance with NFP workflows</li><li>May direct workflows and daily activities of Coordinators and Account Managers to ensure timely completion of tasks</li><li>Keep clients informed of relevant market trends, carrier updates, and regulatory changes</li></ul><p>Knowledge, Skills, and/or Abilities:</p><ul><li>Strong written and verbal communication skills</li><li>Advanced Excel skills with ability to analyze and present data</li><li>Self-confident to make sound independent decisions</li><li>Strong interpersonal skills with ability to work across diverse personalities</li><li>Strong leadership and organizational skills</li><li>Ability to analyze and reconcile financial reports</li><li>Problem solving and analytical skills</li><li>Ability to handle situations in a calm, courteous and professional manner</li><li>Experience with surplus lines placements and compliance filings</li></ul><p>Education and/or Experience:</p><ul><li>BA/BS preferred</li><li>More than 10 years industry and product line experience</li></ul><p>Certificates, Licenses, Registration:</p><ul><li>Property & Casualty Brokers License required</li><li>Surplus Lines license and/or demonstrated experience managing surplus lines placements and compliance filings (as applicable by state) preferred</li><li>CIC, CPCU or other P&C designation preferred</li></ul><p>What We Offer:</p><p>Were 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. The base salary range for this position is $56,000 - $125,000. 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>NFP and You... Better Together!</p><p>NFP is an inclusive Equal Employment Opportunity employer.</p>

NFP Corp

Senior Account Executive, Commercial Insurance (Hybrid or Remote ET)

Alliance/Partner Management

Analysis Skills

Broadband

Brokerage

Communication Skills

Construction

Consulting

Customer Relations

Customer Relationship Management (CRM)

Customer Retention/Renewal

Customer Support/Service

Data Analysis

Develop and Maintain Customers

Executive Assistant Skills 

Financial Analysis

Financial Reporting

Insurance

Interpersonal Skills

Leadership

Market Trend Analysis

Marketing Strategy

Negotiation Skills

Organizational Skills

Presentation/Verbal Skills

Pricing

Problem Solving Skills

Process Management

Regulations

Resolve Customer Issues

Risk

Sales Management

Time Management

Wealth Management

Work From Home

Workforce Management

Writing Skills

FULL_TIME

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows.

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><div><p><b>Title: Account Associate - Commercial Lines</b> </p></div><div><p><b>Work Mode: </b>Remote, with appropriate licensing. (Eastern and Central Time Zones Only) <b> | </b><b>Location/Supporting: </b>Longwood, FL<b> | Book Focus: </b>General, Construction, Hospitality</p><p> <br/><i>Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations</i> </p></div><div><p> <br/><b>About the Role:</b> Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability associated with errors or omissions occurs. Responsibilities include resolving basic and routine administrative and customer service issues. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Team Support:</b> Assist in directing day-to-day activities of Team Support/Receptionist and Account Assistant. </p></li></ul></div><div><ul><li><p><b>Office Support:</b> Assist with general office tasks and administration. </p></li></ul></div><div><ul><li><p><b>Policy Processing:</b> Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders. </p></li></ul></div><div><ul><li><p><b>Task Management:</b> Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new/renewal business workflows. </p></li></ul></div><div><ul><li><p><b>Data Management:</b> Maintain accurate and up-to-date data in agency systems. </p></li></ul></div><div><ul><li><p><b>Activity Monitoring:</b> Ensure timely completion of tasks and activities. </p></li></ul></div><div><ul><li><p><b>Communication:</b> Keep the account team informed of workload status and any issues. </p></li></ul></div><div><ul><li><p><b>Service Excellence:</b> Provide proactive and responsive service. </p></li></ul></div><div><ul><li><p><b>Performance Monitoring:</b> Ensure productivity and quality standards are met. </p></li></ul></div><div><ul><li><p><b>Promote Culture:</b> Participate in team building and promote a positive work environment. </p></li></ul></div><div><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices. </p></li></ul></div><div><ul><li><p><b>Compliance:</b> Stay updated on company policies and procedures. </p></li></ul></div><div><ul><li><p><b>Professional Development:</b> Enhance technical skills and industry knowledge. </p></li></ul></div><div><ul><li><p><b>Relationship Building:</b> Foster positive relationships with colleagues and leadership. </p></li></ul></div><div><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul></div><div><p> <br/><b>Ideal Candidate Qualifications:</b> </p></div></div><div><div><ul><li><p>2+ years of industry experience, OR 5+ years of related experience in customer service </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div><div><ul><li><p>Required active licensing </p></li></ul></div><div><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul></div><div><ul><li><p>Exceptional customer service, communications. multitasking, and organizational skills </p></li></ul></div><div><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul></div><div><ul><li><p>High School Diploma (or equivalent) </p></li></ul></div><div><p> <br/><b>What We Offer:</b> </p></div><div><ul><li><p>Competitive salaries and bonus potential </p></li></ul></div><div><ul><li><p>Company-paid health insurance </p></li></ul></div><div><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul></div><div><ul><li><p>401K with employer match </p></li></ul></div><div><p> </p></div><div><ul><li><p>Professional growth and career progression opportunities </p></li></ul></div><div><ul><li><p>Respectful culture and work/family life balance </p></li></ul></div><div><ul><li><p>Community service commitment </p></li></ul></div><div><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul></div><div><p> <br/><b>What to Expect (Application Process):</b> </p></div><div><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p><i>The expected pay range for this position is 40-60K annually, depending on experience, relevant skills, and geographic location.</i></p><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p>

Insurance Office of America

Account Associate- Commercial Insurance- Remote

Administrative Skills

Aged Care

Best Practices

Billing

Childcare

Continuous Improvement

Corporate Policies

Data Management

Diversity

Health Insurance

Hospitality Construction

Insurance Sales

Licensing

Microsoft Excel

Microsoft Office

Microsoft Outlook

Microsoft Word

Multitasking

Performance Analysis

Quality Metrics

Jobvite Talemetry Organic Easy Apply

Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.

<p><b>Description</b></p><p style="text-align:left"><u><b>Job Description:</b></u></p><p style="text-align:inherit"/><div><div><p><b>Title: Account Manager - Commercial Lines</b> </p></div><div><p><b>Hybrid Preferred:</b> 1-2 of days in Columbia, SC office<b> </b></p><p><b><u>OR</u> Fully Remote: </b>EST or CST residents<br/><b>Book Focus:</b> coastal property (<i>required experience</i>) w/ construction & contractors<br/> <br/><i>Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations</i> <br/> <br/><b>About the Role:</b> Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. </p></div><div><p> <br/><b>Key Responsibilities:</b> </p></div><div><ul><li><p><b>Technical Competence</b>: Maintain technical competence and industry expertise. </p></li></ul></div><div><ul><li><p><b>Team Leadership</b>: Direct daily activities of the account management team. </p></li></ul></div><div><ul><li><p><b>Customer Service</b>: Handle customer service requests, policy administration, billing, claims, and coverage analysis. </p></li></ul></div><div><ul><li><p><b>Policy Management</b>: Manage policy expirations and renewals. </p></li></ul></div><div><ul><li><p><b>Renewal Process</b>: Conduct client research, prepare submissions, negotiate coverages, and present proposals. </p></li></ul></div><div><ul><li><p><b>Accounts Receivable</b>: Monitor reports and take action on delinquent accounts, collecting outstanding balances. </p></li></ul></div><div><ul><li><p><b>System Maintenance</b>: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. </p></li></ul></div><div><ul><li><p><b>Activity Monitoring:</b> Monitor and maintain activity/suspense to ensure timely completion. </p></li></ul></div><div><ul><li><p><b>Communication:</b> Maintain frequent, transparent communication with the account team regarding workload status and any issues. </p></li></ul></div><div><ul><li><p><b>Service Excellence:</b> Deliver excellent service, proactively anticipate needs, and respond quickly to service requests. </p></li></ul></div><div><ul><li><p><b>Policy Compliance:</b> Stay updated on company policies and procedures. </p></li></ul></div><div><ul><li><p><b>Continuous Improvement:</b> Seek and adopt best practices to improve individual and team performance. </p></li></ul></div><div><ul><li><p><b>Champion IOA Values:</b> Demonstrate integrity and leadership. </p></li></ul></div><div><p> <br/><b>Ideal Candidate Qualifications:</b> </p></div><div><ul><li><p>5+ years of account management experience </p></li></ul></div><div><ul><li><p>Thorough knowledge of insurance brokerage and client needs </p></li></ul></div><div><ul><li><p>Required active property & casualty licensing; professional designation (CRIS, CIS or CIC) preferred </p></li></ul></div></div><div><div><ul><li><p>Strong analytical, problem-solving, and decision-making skills </p></li></ul></div><div><ul><li><p>Exceptional customer service, communication, multitasking, and organizational skills </p></li></ul></div><div><ul><li><p>Proficiency in MS Office (Outlook, Word, Excel) </p></li></ul></div><div><ul><li><p>High School Diploma (or equivalent) </p></li></ul></div><div><p> <br/><b>What We Offer:</b> </p></div><div><ul><li><p>Competitive salaries and bonus potential </p></li></ul></div><div><ul><li><p>Company-paid health insurance </p></li></ul></div><div><ul><li><p>Paid holidays, vacations, and sick time </p></li></ul></div><div><ul><li><p>401K with employer match </p></li></ul></div><div><ul><li><p>Professional growth and career progression opportunities </p></li></ul></div><div><ul><li><p>Respectful culture and work/family life balance </p></li></ul></div><div><ul><li><p>Community service commitment </p></li></ul></div><div><ul><li><p>Supportive teammates and a rewarding work environment </p></li></ul></div><div><p> <br/><b>What to Expect (Application Process):</b> </p></div><div><ul><li><p>30-Minute Phone Screen, Online Assessments, and Interview(s) </p></li></ul></div></div><p style="text-align:inherit"/><p style="text-align:left"><u><b>Salary Range</b></u></p><p>The expected pay range for this position is $65,000.00 - 90,000.00 annually, depending on experience, relevant skills, and geographic location.</p><p style="text-align:inherit"/><p style="text-align:left">Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</p>

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Senior Account Executive, Commercial Insurance (Hybrid or Remote ET) NFP Corp

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