Affluent Personal Lines, Account Executive (N.East-hybrid)

NFP Corp•Plainview, NY

2d•Hybrid

About The Position

NFP, an Aon company, is a multiple Best Places to Work award winner. The P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty, specializing in insurance for affluent and wealthy individuals and families. This role involves interacting with clients, developing relationships with clients and carriers, preparing new business and renewal applications, and serving as the lead consultant and primary point of contact for clients. The role may involve working on large, complex accounts with significant premiums and multifaceted coverages. The position ideally reports to the Plainview, NY or Warrington, PA office with a hybrid schedule, but a remote option may be considered for experienced candidates on the East Coast.

Requirements

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.
Be a 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 be able to work from our Plainview or Warrington office for training.
Able to work overtime as necessary.
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.
Property & Casualty Broker's License required upon hire.

Nice To Haves

BA/BS preferred.
EPIC experience is highly desired.
CIC, CPCU or other P&C designation preferred.

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.
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 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.