Private Client Group, Account Executive (hybrid CO, AZ, NV or remote)
National Financial Partners Corp., Scottsdale, Arizona, us, 85261
Private Client Group, Account Executive (hybrid CO, AZ, NV or remote)
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. 2.3M 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.
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.Highly organized with excellent verbal, written communication skills along with effective presentation skills.
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.
Customer-focused to establish and maintain effective relationships.
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook.
Ability to prioritize multiple tasks to meet deadlines while applying a sharp attention to detail, decision-making and problem resolution.
Possess strong analytical and problem-solving skills.
Flexibility and adaptability to changing priorities, deadlines and technology.
Demonstrated experience in managing multiple and time-sensitive verticals of communication and documentation.
Education and/or Experience:
BA/BS preferred. High School diploma or equivalent is required with additional training or education.
Typically, more than 7 years of industry and product line experience which includes servicing.
Personal Lines/PCG coverage experience required
Familiarity with major PCG markets, such as AIG, Chubb/ACE, Cincinnati, Berkley One and PURE
Familiarity with major middle-markets such as Travelers, Safeco and Hartford
Proficiency in Outlook, Word, and Excel
CRM experience required. EPIC experience is highly desired
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.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
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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. 2.3M 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.
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.Highly organized with excellent verbal, written communication skills along with effective presentation skills.
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.
Customer-focused to establish and maintain effective relationships.
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook.
Ability to prioritize multiple tasks to meet deadlines while applying a sharp attention to detail, decision-making and problem resolution.
Possess strong analytical and problem-solving skills.
Flexibility and adaptability to changing priorities, deadlines and technology.
Demonstrated experience in managing multiple and time-sensitive verticals of communication and documentation.
Education and/or Experience:
BA/BS preferred. High School diploma or equivalent is required with additional training or education.
Typically, more than 7 years of industry and product line experience which includes servicing.
Personal Lines/PCG coverage experience required
Familiarity with major PCG markets, such as AIG, Chubb/ACE, Cincinnati, Berkley One and PURE
Familiarity with major middle-markets such as Travelers, Safeco and Hartford
Proficiency in Outlook, Word, and Excel
CRM experience required. EPIC experience is highly desired
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.
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr