Private Client Group, Account Executive (hybrid CO, AZ, NV or remote)
NFP, an Aon company, Phoenix, Arizona, United States, 85003
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 Summary This role is for our Private Client Group (PCG)/High Network team. You should have servicing experience in Personal Risk and/or PCG. The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. You will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from the Supervisor. You will take on the role of lead consultant and primary point of contact for their assigned clients. You should be prepared to manage your own book of business (approx. 2.2M premium) of middle-market to high-net-worth clients and achieve revenue goals and client retention targets.
This is a full-time hybrid position working from either our Colorado, Arizona or Nevada offices. Work hours are typically M-F, 8:30-5:00pm - flexibility with hours will be considered. We will consider a remote option for those well-experienced with high-net-worth clients.
Essential Duties And 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
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 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
Education And/or Experience
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
Self-confident to make sound independent decisions
Able to work overtime as necessary
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
Ability to handle situations in a calm, courteous and professional manner
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
Certificates, Licenses, Registration
P&C Insurance License is 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 $65,000 – $87,00. 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
Job Summary This role is for our Private Client Group (PCG)/High Network team. You should have servicing experience in Personal Risk and/or PCG. The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. You will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from the Supervisor. You will take on the role of lead consultant and primary point of contact for their assigned clients. You should be prepared to manage your own book of business (approx. 2.2M premium) of middle-market to high-net-worth clients and achieve revenue goals and client retention targets.
This is a full-time hybrid position working from either our Colorado, Arizona or Nevada offices. Work hours are typically M-F, 8:30-5:00pm - flexibility with hours will be considered. We will consider a remote option for those well-experienced with high-net-worth clients.
Essential Duties And 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
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 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
Education And/or Experience
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
Self-confident to make sound independent decisions
Able to work overtime as necessary
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
Ability to handle situations in a calm, courteous and professional manner
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
Certificates, Licenses, Registration
P&C Insurance License is 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 $65,000 – $87,00. 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