Affluent Personal Lines Account Executive (N.East-hybrid)
NFP, an Aon company, Berkeley Heights, New Jersey, us, 07922
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 You will interact 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 little supervision. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. You may work on large, complex accounts with large premiums and multifaceted coverages.
This role will ideally report to our Plainview, NY or Warrington, PA office with a hybrid work schedule from either. We will consider a remote option for experienced PCG/HNW candidates within the East Coast who are familiar with such markets and can report to one of those offices as required.
Essential Duties and Responsibilities
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
Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers
Work with the Claims Department on relevant claims for assigned clients
Ensure accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims
Maintain a diary (follow‑up system) to ensure policies, endorsements and other information is received to comply with requests
May direct the daily job activities of the Coordinators and Account Managers
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‑starter and self‑confident to make sound independent decisions
Ability to successfully interact with a variety of people/personalities
Strong negotiation and leadership skills
Possess technical expertise plus good analytical and problem‑solving skills
Ability to handle situations in a calm, courteous and professional manner
Ability to prioritize multiple tasks to meet deadlines while applying a sharp attention to detail, decision‑making and problem resolution
Ability to meet/travel with clients and prospects when required (minimal regional travel expected with obtained approval for expense coverage)
During first weeks of hire, you should be able to work from our Plainview or Warrington office for training
Able to work overtime as necessary
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 markets, such as AIG, Chubb/ACE, Cincinnati, Berkley One and PURE
Proficiency in Outlook, Word, and Excel
CRM experience required. EPIC experience is highly desired
Certificates, Licenses, Registration
Property & Casualty Broker's 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 $70,000 – $90,000. 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 You will interact 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 little supervision. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. You may work on large, complex accounts with large premiums and multifaceted coverages.
This role will ideally report to our Plainview, NY or Warrington, PA office with a hybrid work schedule from either. We will consider a remote option for experienced PCG/HNW candidates within the East Coast who are familiar with such markets and can report to one of those offices as required.
Essential Duties and Responsibilities
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
Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers
Work with the Claims Department on relevant claims for assigned clients
Ensure accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims
Maintain a diary (follow‑up system) to ensure policies, endorsements and other information is received to comply with requests
May direct the daily job activities of the Coordinators and Account Managers
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‑starter and self‑confident to make sound independent decisions
Ability to successfully interact with a variety of people/personalities
Strong negotiation and leadership skills
Possess technical expertise plus good analytical and problem‑solving skills
Ability to handle situations in a calm, courteous and professional manner
Ability to prioritize multiple tasks to meet deadlines while applying a sharp attention to detail, decision‑making and problem resolution
Ability to meet/travel with clients and prospects when required (minimal regional travel expected with obtained approval for expense coverage)
During first weeks of hire, you should be able to work from our Plainview or Warrington office for training
Able to work overtime as necessary
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 markets, such as AIG, Chubb/ACE, Cincinnati, Berkley One and PURE
Proficiency in Outlook, Word, and Excel
CRM experience required. EPIC experience is highly desired
Certificates, Licenses, Registration
Property & Casualty Broker's 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 $70,000 – $90,000. 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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