Affluent Personal Lines Account Exec./AVP-Team Lead (White Plains, NY or Re jobs in United States
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NFP, an Aon company · 3 days ago

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

positionWarrington, PA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$80K/yr - $150K/yr
date5+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance providing custom solutions for risk and wealth management. The Affluent Personal Lines Account Executive/AVP-Team Lead will develop and maintain client relationships, manage applications and marketing strategies, and oversee a team while meeting revenue goals and client retention targets.

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 coverageMajor marketsAgency management systemVerbal skillsAnalytical skillsWritten skillsLeadership experienceProblem-solving skillsSelf-motivated

Required

P&C Insurance License required upon hire
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
Proficiency in Outlook, Word, and Excel
Excellent written communication skills
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
For AVP-Team Lead: Industry-related supervisory, mentorship, or team lead experience is required
Ideally more than 5 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience

Preferred

A bachelor's degree
CIC, CPCU or other P&C designation

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.
dateFounded in 1999
location
New York, New York, USA
people-size5001-10000 employees
web-link
http://www.nfp.com

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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Recent News

PR Newswire
NFP Welcomes Tony Garcia, Senior Casualty Broker, to its Commercial Real Estate Practice
2025-12-19
PR Newswire
NFP Appoints Adam Favale to Serve as Next Head of Mergers & Acquisitions, Reinforcing Continued Growth in Middle Market
2025-12-18
PR Newswire
NFP Acquires Hamilton Insurance Agency, Expanding Its Risk Management and Integrated Benefits Administration Capabilities
2025-12-17
Company data provided by crunchbase