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NFP, an Aon company · 1 day ago

Senior Account Executive - Private Client (HNW)

Los Angeles, CA

Full-time

Onsite

Senior Level, Lead/Staff

$56K/yr - $132K/yr

8+ years exp

NFP, an Aon company, is a recognized leader in Business Insurance and is seeking a Senior Account Executive to manage client relationships and develop marketing strategies for new and renewal business. This role involves negotiating terms with carriers, supervising team members, and ensuring compliance with industry regulations.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

Responsibilities

Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers

Facilitates requests and needs of the carriers on behalf of NFP's clients

Works with the Claims Department on relevant claims for assigned clients

Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages

Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests

May supervise and direct the daily job activities of the Coordinators, Account Managers and Account Executives

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

Property & Casualty Broker's LicenseMulti-line account expertiseCICCPCU designationFinancial report analysisAnalytical problem-solvingWritten communicationLeadership skillsInterpersonal skills

Required

Property & Casualty Broker's License required

Typically more than 8 years industry and product line experience

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

Ability to successfully interact with a variety of people/personalities

Strong leadership skills

Must be able to read, analyze and reconcile financial reports

Possess technical expertise plus good analytical and problem-solving skills

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