NFP, an Aon company · 3 days ago
Private Client Group, Account Executive (hybrid CO, AZ, NV or remote)
Las Vegas, NV
Full-time
Hybrid
Mid Level
$65K/yr - $87K/yrNFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. The Account Executive will manage relationships with clients and carriers, prepare applications and marketing strategies for new business, and oversee a book of business for high-net-worth clients.
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, signed documents and miscellaneous information to avoid any E&O claims
Manage the renewal and marketing process from start to finish
Communicates directly with clients and carriers, in collaboration with the account management team
Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system
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
Servicing experience in Personal Risk and/or Private Client Group (PCG)
Ability to manage own book of business (approx. 2.2M premium) of middle-market to high-net-worth clients
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, signed documents and miscellaneous information to avoid any E&O claims
Manage the renewal and marketing process from start to finish
Communicates directly with clients and carriers, in collaboration with the account management team
Creates and maintains client files in accordance with office procedures
Responsible for keeping client policy records in the agency management system
Build and maintain strong relationships with carriers and clients through regular contact and client visits
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 negotiations and customer service skills
Possess technical expertise plus good analytical and problem-solving skills
Ability to handle situations in a calm, courteous and professional manner
Strong attention to detail, decision-making skills and problem resolution
Demonstrated experience in managing multiple and time-sensitive verticals of communication and documentation
Highly organized with excellent verbal, written communication skills along with effective presentation skills
Able to work overtime as necessary
Ability to function well both in a team environment and autonomously
Customer-focused to establish and maintain effective relationships
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
Intermediate level of experience in agency management system(s). EPIC /Applied preferred
Ability to prioritize multiple tasks to meet deadlines
Possess strong analytical and problem-solving skills
Sharp attention to detail, decision-making skills, and problem resolution
Flexibility and adaptability to changing priorities, deadlines and technology
P&C Insurance License is required upon hire
Preferred
CIC, CPCU or other P&C designation preferred
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.
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