Personal Risk-Middle Markets, Account Executive (EST remote)
NFP, an Aon company, Charlotte, NC, 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.
The Role at NFP This role is for the Personal Risk Middle Market Team of our PCG Group. 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 senior staff. In this role, you will take on the role of lead consultant and primary point of contact for assigned clients. You will have revenue goals and/or client retention targets. You should have experience managing a book at/close to 1.7M in premium; total accounts in this BOB is approx 550 clients with growth expectations. This is a full-time remote role working an EST schedule, M-F, 8:30-5:00 with flexibility.
Essential Duties And Responsibilities
Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
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
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, you must 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
Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
Familiarity with major markets, such as Travelers, Hanover, Plymouth Rock. This 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
Strong leadership skills and negotiation 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
A bachelor’s degree is preferred. HS Diploma or GED is required with additional learning/certifications
Ideally, more than 5 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, a 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 highly desired
A combination of experience, education with internships will be considered. Title and salary will be commensurate of such
Certificates, Licenses, Registration
P&C Insurance License required upon hire
CIC, CPCU or other P&C designation a plus
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 – $75,000. 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
The Role at NFP This role is for the Personal Risk Middle Market Team of our PCG Group. 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 senior staff. In this role, you will take on the role of lead consultant and primary point of contact for assigned clients. You will have revenue goals and/or client retention targets. You should have experience managing a book at/close to 1.7M in premium; total accounts in this BOB is approx 550 clients with growth expectations. This is a full-time remote role working an EST schedule, M-F, 8:30-5:00 with flexibility.
Essential Duties And Responsibilities
Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
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
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, you must 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
Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
Familiarity with major markets, such as Travelers, Hanover, Plymouth Rock. This 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
Strong leadership skills and negotiation 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
A bachelor’s degree is preferred. HS Diploma or GED is required with additional learning/certifications
Ideally, more than 5 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, a 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 highly desired
A combination of experience, education with internships will be considered. Title and salary will be commensurate of such
Certificates, Licenses, Registration
P&C Insurance License required upon hire
CIC, CPCU or other P&C designation a plus
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 – $75,000. 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