Senior Account Executive - Private Client (HNW)
NFP, an Aon company, Bethesda, Maryland, us, 20811
Senior Account Executive - Private Client (HNW)
Join to apply for the
Senior Account Executive - Private Client (HNW)
role at
NFP, an Aon company
Senior Account Executive - Private Client (HNW) 6 days ago Be among the first 25 applicants
Who We Are
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.
Summary:
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.
Essential Duties And Responsibilities
Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
Facilitates requests and needs of the carriers on behalf of NFP's clients
Works with the Claims Department on relevant claims for assigned clients
Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages
Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
May supervise and direct the daily job activities of the 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
Knowledge, Skills, And/or Abilities
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 leadership skills
Must be able to read, analyze and reconcile financial reports
Possess technical expertise plus good analytical and problem-solving skills
Ability to handle situations in a calm, courteous and professional manner
Education And/or Experience
BA/BS preferred
Typically more than 8 years industry and product line experience
Certificates, Licenses, Registration
Property & Casualty Broker's License required
CIC, CPCU 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 $56,000 – $132,000. 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. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Seniority level : Not Applicable
Employment type : Full‑time
Job function : General Business, Other, and Business Development
Industries : Insurance
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Senior Account Executive - Private Client (HNW)
role at
NFP, an Aon company
Senior Account Executive - Private Client (HNW) 6 days ago Be among the first 25 applicants
Who We Are
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.
Summary:
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.
Essential Duties And Responsibilities
Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
Facilitates requests and needs of the carriers on behalf of NFP's clients
Works with the Claims Department on relevant claims for assigned clients
Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages
Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
May supervise and direct the daily job activities of the 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
Knowledge, Skills, And/or Abilities
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 leadership skills
Must be able to read, analyze and reconcile financial reports
Possess technical expertise plus good analytical and problem-solving skills
Ability to handle situations in a calm, courteous and professional manner
Education And/or Experience
BA/BS preferred
Typically more than 8 years industry and product line experience
Certificates, Licenses, Registration
Property & Casualty Broker's License required
CIC, CPCU 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 $56,000 – $132,000. 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. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Seniority level : Not Applicable
Employment type : Full‑time
Job function : General Business, Other, and Business Development
Industries : Insurance
#J-18808-Ljbffr