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NFP, an Aon company · 3 days ago

Affluent Personal Lines Account Exec./AVP-Team Lead (White Plains, NY or Re

Plainview, NY

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $150K/yr

5+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance and is seeking an Affluent Personal Lines Account Executive/AVP-Team Lead. The role involves developing and maintaining client relationships, preparing applications and marketing strategies for new business, and meeting revenue and client retention 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 experienceP&C Account ManagementHigh Net Worth coverageAgency management systemP&C Insurance LicenseVerbal skillsAnalytical skillsLeadership experienceWritten communication skillsInterpersonal skills

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

Highly professional and self-motivated

Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, and carriers

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

Ideally more than 5 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience

Experience at an independent agency or retail insurance brokerage

As an AVP-Team Lead: you should possess the above skills as well as supervisory or leadership experience with an acumen for developing staff and managing deliverables effectively, while servicing your assigned BOB