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NFP, an Aon company · 1 week ago

Affluent Personal Lines Account Exec/AVP-Team Lead (White Plains or Remote)

United States

Full-time

Remote

Mid, Senior Level

$80K/yr - $150K/yr

5+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance and is looking for an Affluent Personal Lines Account Executive/AVP-Team Lead. This role involves interacting with clients, developing relationships, and managing accounts while supervising staff and meeting revenue goals.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

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 supervise or 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 experienceHigh Net Worth coverageP&C Account ManagementAgency management systemSupervisory experienceVerbal skillsAnalytical skillsProblem-solving skillsWritten communication skillsInterpersonal skillsSelf-motivated

Required

P&C Insurance License required upon hire

Must have Personal Lines and High Net Worth/Private Client Group (PCG) client coverage experience

P&C Account/Client Management experience with a retail brokerage or independent agency

Familiarity with major markets, such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati. This includes knowledge of their products, appetite and experience with their quoting systems

Highly professional and self-motivated

Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, and carriers and interact with a variety of people/personalities

Proficiency in Outlook, Word, and Excel

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

Possess technical expertise plus solid analytical and problem-solving skills

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

Experience with an agency management system/CRM is required

Industry-related supervisory, mentorship, or team lead experience is required for AVP-Team Lead role

More than 5 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience. This must include experience at an independent agency or retail insurance brokerage