NFP, an Aon company · 1 day ago
Affluent Personal Lines, Sr. Account Executive (NY/NJ hybrid or Remote)
New York, NY
Full-time
Hybrid
Mid, Senior Level
$81K/yr - $115K/yr
7+ years expNFP, an Aon company, is a recognized leader in Business Insurance and is seeking a Senior Account Executive for their P&C Private Client Group. The role involves developing and maintaining client relationships, preparing applications and marketing strategies, and acting as the primary contact for clients on complex accounts.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages
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 oversee or direct the daily job activities of the Account 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
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
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
Experience with an agency management system/CRM is required
P&C Insurance License required upon hire
HS Diploma or GED is required with additional learning/certifications
Preferred
A bachelor's degree is preferred
Ideally, more than 7 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience
CIC, CPCU or other P&C designation preferred
Familiarity with major markets, such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati
Familiarity with carriers such as Travelers and Progressive as well as The National Flood Ins. Program
Fluency with Epic is a plus
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
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