NFP, an Aon company · 1 day ago
Personal Risk Sales Advisor (hybrid VT or upstate NY)
Westchester County, NY
Full-time
Hybrid
Mid Level
$45K/yr - $68K/yr
3+ years expNFP, an Aon company, is a recognized leader in Business Insurance and is seeking a Personal Risk Sales Advisor. This role involves advising and delivering personal insurance products tailored to the needs of prospective clients, ensuring an efficient and educated buying experience.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Knowledge of various Carrier Appetites and Carrier Websites
Work closely with Carrier Underwriters to determine risk placement
Utilize EPIC 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
Required
P&C License required upon hire
3 or more years of P&C experience is required
Experience in personal lines/risk insurance sales, underwriting or account management is required
Demonstrated experience and knowledge of various PL carriers
Preferred
Experience with EPIC or other agency management systems
Benefits
PTO and paid holidays
401(k) with match
Exclusive discount programs
Health and wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase