Personal Insurance Sales Advisor, (Hybrid/Remote – New England/NE) jobs in United States
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NFP, an Aon company · 4 hours ago

Personal Insurance Sales Advisor, (Hybrid/Remote – New England/NE)

NFP, an Aon company, is a recognized leader in Business Insurance, providing tailored solutions to address significant risks. The Personal Insurance Sales Advisor role focuses on advising clients on personal insurance products, leveraging leads and fostering relationships to ensure an educated buying experience.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

Understand various Carrier Appetites and Carrier Websites
Work closely with Carrier Underwriters to determine risk placement
Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes
Execute policy correspondence delivery per agency guidelines and procedures
Establish and maintain effective working relationships with co-workers, supervisors, and carrier representatives
Assist with special projects as assigned by management

Qualification

P&C Personal Lines salesProperty & Casualty Broker's LicenseMS Office proficiencyCRM- EPIC experienceNew England P&C market experiencePublic speakingEffective communicationTime managementNegotiation skillsLeadership skills

Required

P&C licensed and experienced in all facets of Personal Insurance
Proven sales skills
Strong computer skills
Effective verbal, written and electronic communications
Ability to perform within a team environment
Ability to build long lasting relationships with agency partners, company leadership and staff
Experience in P&C Personal Lines client-facing sales
Knowledge of coverage needs
Ability to work independently and anticipate client and team needs
Effective time management and decision-making skills
Strong leadership and diligent follow-through skills
Ability to negotiate and express ideas clearly in both written and oral communications
Proficiency in MS Office suite
More than 3 years of directly related industry sales and service experience
Property & Casualty Broker's License required upon hire
HS Diploma or GED is required with additional learning/certifications

Preferred

Bachelor's degree
CPCU, CPRIA, CAPI or other P&C designation
CRM- EPIC preferred
MS Teams
Influential presentation and public speaking abilities
Comprehensive experience with the New England/Northeast P&C markets

Benefits

PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs

Company

NFP, an Aon company

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NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.

Funding

Current Stage
Public Company
Total Funding
$948.45M
Key Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M

Leadership Team

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Douglas Hammond
CEO
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Caleb Noel
Executive Vice President, Chief Financial Officer
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Company data provided by crunchbase