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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, providing custom solutions to address significant risk and wealth management challenges. The role involves interacting with clients to develop and maintain relationships while managing personal lines products, with responsibilities including negotiating terms with carriers and supervising team activities.

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 skillsWritten skillsLeadership experienceInterpersonal skills

Required

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

A bachelor's degree is preferred. HS Diploma or GED is required with additional learning/certifications

Ideally 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

Experience with an agency management system/CRM is required. Fluency with Epic is a plus

P&C Insurance License required upon hire