Affluent Personal Lines Sr. Account Executive (NY/NJ hybrid or Remote)
NFP, an Aon company, New York, New York, us, 10261
Overview
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Job reference: SENIO014657_2 The Role At NFP
The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little to no supervision from their supervisor on difficult lines. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Account Executive may work on large, complex accounts with large premiums and multifaceted coverages. This is a full-time role with a hybrid work schedule of at least 2 days a week from our Berkley Heights, NJ or White Plains, NY offices and other days from home. A remote option may be considered for those with established PCG/HNW servicing or related experience, but outside of the immediate area is contingent on qualifications.
Essential Duties And 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
Maintains accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid 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
Builds and maintains strong relationships with carriers and clients through regular contact and client visits. Keeps clients apprised of industry trends and regulatory issues
Knowledge, Skills, And/or Abilities
When working from home, maintain a private workspace to secure company equipment, maintain high-speed internet, be present and responsive online, and minimize personal interruptions during work shift
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
Familiarity with major markets such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati; knowledge of their products and quoting systems
Highly professional and self-motivated
Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, carriers and a variety of people
Proficiency in Outlook, Word, and Excel
Excellent written communication skills; ability to read and interpret written information
Self-confident to make sound independent decisions
Technical expertise with strong analytical and problem-solving skills
Ability to handle situations in a calm, courteous and professional manner
Education And/or Experience
A bachelor’s degree is preferred. HS Diploma or GED is required with additional learning/certifications
Ideally more than 7 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience, including experience at an independent agency or retail insurance brokerage
Familiarity with major markets and carriers (e.g., Travelers, Progressive) as well as The National Flood Insurance Program
Experience with an agency management system/CRM is required; Epic experience is a plus
Certificates, Licenses, Registration
P&C Insurance License required upon hire
CIC, CPCU or other P&C designation preferred
What We Offer We 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. The base salary range for this position is $81,000 – $115,000, determined by factors including experience, credentials, education, certifications, skill level, scope, and geographic location. This position may be eligible for performance-based incentives.
NFP is an inclusive Equal Employment Opportunity employer.
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NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. Job reference: SENIO014657_2 The Role At NFP
The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little to no supervision from their supervisor on difficult lines. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Account Executive may work on large, complex accounts with large premiums and multifaceted coverages. This is a full-time role with a hybrid work schedule of at least 2 days a week from our Berkley Heights, NJ or White Plains, NY offices and other days from home. A remote option may be considered for those with established PCG/HNW servicing or related experience, but outside of the immediate area is contingent on qualifications.
Essential Duties And 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
Maintains accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid 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
Builds and maintains strong relationships with carriers and clients through regular contact and client visits. Keeps clients apprised of industry trends and regulatory issues
Knowledge, Skills, And/or Abilities
When working from home, maintain a private workspace to secure company equipment, maintain high-speed internet, be present and responsive online, and minimize personal interruptions during work shift
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
Familiarity with major markets such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati; knowledge of their products and quoting systems
Highly professional and self-motivated
Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, carriers and a variety of people
Proficiency in Outlook, Word, and Excel
Excellent written communication skills; ability to read and interpret written information
Self-confident to make sound independent decisions
Technical expertise with strong analytical and problem-solving skills
Ability to handle situations in a calm, courteous and professional manner
Education And/or Experience
A bachelor’s degree is preferred. HS Diploma or GED is required with additional learning/certifications
Ideally more than 7 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience, including experience at an independent agency or retail insurance brokerage
Familiarity with major markets and carriers (e.g., Travelers, Progressive) as well as The National Flood Insurance Program
Experience with an agency management system/CRM is required; Epic experience is a plus
Certificates, Licenses, Registration
P&C Insurance License required upon hire
CIC, CPCU or other P&C designation preferred
What We Offer We 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. The base salary range for this position is $81,000 – $115,000, determined by factors including experience, credentials, education, certifications, skill level, scope, and geographic location. This position may be eligible for performance-based incentives.
NFP is an inclusive Equal Employment Opportunity employer.
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