NFP, an Aon company · 1 day ago
Personal Lines Account Executive
Dublin, CA
Full-time
Hybrid
Mid LevelNFP Corp is a global company specializing in insurance, health and safety, employee benefits, and HR support. They are seeking a Personal Lines Account Executive to manage and service a portfolio of Personal Lines insurance clients while delivering high standards of customer service and supporting the development of the Personal Lines division.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Managing and servicing a portfolio of Personal Lines insurance clients, delivering an exceptionally high standard of customer service
Acting as a primary point of contact for clients, handling enquiries professionally via telephone and email
Working closely with the Head of Private Clients & Personal Lines to support the ongoing development of the Personal Lines division
Ensuring all client data and documentation is handled in strict confidence and in line with regulatory and compliance requirements
Maintaining accurate records and documentation, demonstrating a high level of attention to detail
Collaborating effectively within a team-oriented environment to achieve service and business objectives
Proactively identifying opportunities to enhance the client experience and improve retention
Using internal systems efficiently to manage client information and workflows
Upholding the company’s professional standards, values and reputation at all times
Qualification
Required
APA / CIP Qualified
Experience with insurance software and systems
Ability to work well within a team
Strong commitment to confidentiality
Previous insurance experience preferably within personal lines
Benefits
Matched employer pension contributions
Life Assurance and Group Income Protection
Lifestyle discounts for well-known brands
Opportunity for hybrid working
Generous annual leave allowance
Comprehensive Private healthcare
Healthcare cash plan
Additional days off throughout the year to focus on your wellbeing
Numerous charity fundraising challenges and events throughout the year
Opportunities to volunteer and give back to the community
Award-winning apprenticeship program, helping local schoolchildren take their first steps into the world of work
Two large employee events every year for summer and Christmas
Enjoy out-of-work events and socials to get to know your team better
Good office locations with plenty of opportunity to socialise outside of work
A dedicated Inclusion and Belonging Committee, supported by our Global Advisory Board
Inclusive policies and procedures to ensure all of our people are treated fairly
Access to Business Resource Groups that can support with multiple of key challenges
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
Founded in 1999
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