Affluent Personal Lines Sr. Account Executive (NY/NJ hybrid or Remote)
NFP, an Aon company, White Plains, New York, United States
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.
Job Summary P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty. We are a retail operation for affluent and wealthy individuals and families seeking personal lines products in the United States, parts of Europe, and Canada. Our headquarters are in New York City with offices across the country – specializing in insurance ranging from homeowners and auto to specialty lines, such as aircraft and watercraft.
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.
Full‑time role. Hybrid work schedule at least 2 days a week from our Berkley Heights, NJ or White Plains, NY offices and other days from home. Remote option considered for those with established PCG/HNW servicing or related experience outside of the immediate area.
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
Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any 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
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
When working from home, maintain a private workspace to secure company equipment and correspondence; maintain high‑speed internet, be present and responsive online and minimize personal interruptions during your 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. Includes knowledge of their products, appetite and experience with their quoting systems
Highly professional and self‑motivated
Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, and carriers and interact with a variety of people/personalities
Proficiency in Outlook, Word, and Excel
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
Possess technical expertise plus solid 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. This must include experience at an independent agency or retail insurance brokerage
In addition to familiarity with the major markets as mentioned above, familiarity with carriers such as Travelers and Progressive as well as The National Flood Ins. Program
Experience with an agency management system/CRM is required. Fluency with Epic 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'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 $81,000 – $115,000. 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.
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Job Summary P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty. We are a retail operation for affluent and wealthy individuals and families seeking personal lines products in the United States, parts of Europe, and Canada. Our headquarters are in New York City with offices across the country – specializing in insurance ranging from homeowners and auto to specialty lines, such as aircraft and watercraft.
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.
Full‑time role. Hybrid work schedule at least 2 days a week from our Berkley Heights, NJ or White Plains, NY offices and other days from home. Remote option considered for those with established PCG/HNW servicing or related experience outside of the immediate area.
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
Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any 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
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
When working from home, maintain a private workspace to secure company equipment and correspondence; maintain high‑speed internet, be present and responsive online and minimize personal interruptions during your 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. Includes knowledge of their products, appetite and experience with their quoting systems
Highly professional and self‑motivated
Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, and carriers and interact with a variety of people/personalities
Proficiency in Outlook, Word, and Excel
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
Possess technical expertise plus solid 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. This must include experience at an independent agency or retail insurance brokerage
In addition to familiarity with the major markets as mentioned above, familiarity with carriers such as Travelers and Progressive as well as The National Flood Ins. Program
Experience with an agency management system/CRM is required. Fluency with Epic 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'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 $81,000 – $115,000. 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.
#J-18808-Ljbffr