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NFP, an Aon company

Personal Insurance Sales Advisor, (Hybrid/Remote – New England/NE)

NFP, an Aon company, Saint Albans Bay, Vermont, United States

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Personal Insurance Sales Advisor, (Hybrid/Remote – New England/NE)

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NFP, an Aon company

Job Summary

The Personal Risk Client Executive/Sales Advisor is P&C licensed and experienced in all facets of Personal Insurance, including proven sales skills. This New Business Department is a sales team whose primary role is to advise and deliver personal insurance products tailored to the specific needs of the prospective insured. In your role, you will be provided with leads from any/all non-solicited personal new business opportunities and or referrals presented to NFP. The expedited process of a Client Executive/Sales Advisor is conducted through a single-point-of-contact process, ensuring efficiency for the prospective insured while providing advice and creating an educated buying experience. Strong computer skills along with effective verbal, written and electronic communications are required. You should be able to perform within a team environment and build long lasting relationships with agency partners, company leadership and staff.

This is a full-time role offering a hybrid schedule from any of our New England or Northeast offices. We will consider a remote option for candidates with established Personal Lines/Risk sales and business development experience.

Essential Duties and 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

Knowledge, Skills, and/or Abilities

Experience in P&C Personal Lines client-facing sales, along with 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, CRM- EPIC preferred, 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

Education and/or Experience

A bachelor’s degree preferred. HS Diploma or GED is required with additional learning/certifications

More than 3 years of directly related industry sales and service experience

Certificates, Licenses, Registration

Property & Casualty Broker's License required upon hire

CPCU, CPRIA, CAPI or other P&C designation preferred

What We Offer We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $50,000 – $65,000. Compensation also includes commission on new business, averaging $15,000 annually, with higher earnings potential for top performers. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

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