NFP, an Aon company · 3 days ago
Personal Lines Sales Advisor (Upstate NY - Hybrid or Remote)
Fishkill, NY
Full-time
Hybrid
Mid Level
$50K/yr - $65K/yr
3+ years expNFP, an Aon company, is a recognized leader in Business Insurance, dedicated to providing customized solutions for risk management and personal insurance needs. The Personal Lines Sales Advisor will be responsible for advising clients on personal insurance products and delivering tailored solutions while maintaining strong relationships with agency partners and carrier representatives.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Understand various Carrier Appetites and Carrier Websites
Work closely with Carrier Underwriters to determine risk placement
Utilize 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 licensed and experienced in all facets of Personal Insurance
Proven sales skills
Strong computer skills
Effective verbal, written and electronic communications
Ability to perform within a team environment
Ability to build long lasting relationships with agency partners, company leadership and staff
Experience in P&C Personal Lines client-facing sales
Knowledge of coverage needs
Ability to work independently and anticipate client and team needs
Effective time management and decision-making skills
Strong leadership and diligent follow-through skills
Ability to negotiate and express ideas clearly in both written and oral communications
Proficiency in MS Office suite
Experience with CRM- EPIC preferred
Experience with MS Teams
Influential presentation and public speaking abilities
Comprehensive experience with the New England/Northeast P&C markets
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people/personalities
HS Diploma or GED is required with additional learning/certifications
More than 3 years of sales and service experience
Property & Casualty Broker's License required upon hire
Preferred
A bachelor's degree
Personal Lines Insurance experience
CPCU, CPRIA, CAPI or other P&C designation
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & 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