34 applicants
NFP · 1 week ago
Account Executive
Raleigh, NC
Full-time
Onsite
Senior Level
$55K/yr - $85K/yr
5+ years exp
Wonder how qualified you are to the job?
ConsultingFinancial Services
Insider Connection @NFP
Responsibilities
Works proactively to maintain relationships with carrier and client contacts. May lead client meetings for accounts assigned to them
Manages the renewal and marketing process from start to finish, in conjunction with Account Executives and Advisors
Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive
Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system
Manages an assigned book of business
Qualification
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Required
Highly organized with excellent verbal and written communication skills
Self-confident to make sound independent decisions
Able to work overtime as necessary
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
Ability to handle situations in a calm, courteous and professional manner
Customer focused to establish and maintain effective relationships
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
Intermediate level of experience in agency management system(s)
Ability to prioritize multiple tasks to meet deadlines
Must be able to read, analyze and reconcile financial reports
Possess strong analytical and problem-solving skills
Sharp attention to detail, decision-making skills, and problem resolution
Flexibility and adaptability to changing priorities, deadlines and technology
BA/BS preferred
Typically more than five years industry and product line experience
P&C Insurance License required
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP
NFP is an insurance brokerage company that specializes in property, wealth management, and retirement planning services.
5,001-10,000 employees
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-21Acquired· by Aon ($13.4B)
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
Chairman and CEO
Imran Pira
Senior Vice President, Head of Management and Professional Lines - Complex Risk Solutions Group
Recent News
2024-05-21
2024-05-17
MarketScreener
2024-05-07
Company data provided by crunchbase
