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NFP, an Aon company · 1 day ago

Affluent Personal Lines Account Executive

Miami Gardens, FL

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $115K/yr

5+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance and is seeking an Affluent Personal Lines Account Executive. This role involves interacting with clients, developing relationships, and preparing applications and marketing strategies for new business and renewals, while also supporting the Account Management team and achieving client retention targets.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

Ability to work independently and anticipate client and team needs

Strong Microsoft Excel and PowerPoint skills. Must be able run reports, prepare presentations and standard business correspondence

Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers

Works with the Claims Department on relevant claims for assigned clients

Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims

Maintains a follow-up system to ensure policies, endorsements and other information is received to comply with requests

May direct the daily job activities of the Coordinators and Account Managers

Build and maintain strong relationships with carriers, and clients through regular contact and client visits. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues

Qualification

Personal Lines experienceClient management systemClient-leadership skillsFlorida market experienceP&C LicenseAnalytical skillsMicrosoft ExcelMicrosoft PowerPointAttention to detailWritten communicationProblem-solving skills

Required

Experience servicing clients within Private Client Business/Personal Risk/Personal Lines - affluent-HNW group

Ability to work independently and anticipate client and team needs

Strong Microsoft Excel and PowerPoint skills. Must be able run reports, prepare presentations and standard business correspondence

Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers

Works with the Claims Department on relevant claims for assigned clients

Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims

Maintains a follow-up system to ensure policies, endorsements and other information is received to comply with requests

May direct the daily job activities of the Coordinators and Account Managers

Knowledge of all areas of Personal/Personal Risk coverage is required

Demonstrated strong client-leadership skills along with servicing clients in the high-net-worth/private client group space

Ability and desire for a team leader and leadership career track

Experience with EPIC or similar client management system required

Possess technical expertise plus good analytical and problem-solving skills

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

Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information

Self-confident to make sound independent decisions

Ability to successfully interact with a variety of people/personalities

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

P&C License upon hire. Additional P&C designations preferred

More than 5 years of industry and Personal Lines/Personal Risk/High net worth experience

Experience working with private client insurance carriers