Affluent Personal Lines, Account Executive/Team Lead (Hybrid - White Plains, NY)

National Financial Partners Corp.•White Plains, NY

34d•$70,000 - $110,000•Hybrid

About The Position

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 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 their Supervisor. As a Team Lead you will have additional supervisory responsibilities and take on the role of lead consultant and primary point of contact for assigned clients as well as support assigned staff. You will have revenue goals and client retention targets. This is a servicing, not a sales (new production) role. We are seeking either an Account Executive or Team Lead. Title and salary will be commensurate with knowledge and experience. Growth and advancements are within the career trajectory for either. This is a full-time role with the flexibility of a hybrid work schedule of at least 2-3 days a week from our White Plains, NY office and other days from home. Being in the office is essential for fostering interaction and facilitating career development while allowing for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success.

Requirements

Must be able to work a weekly hybrid schedule from our White Plains, NY office.
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.
Familiarity with major markets, such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati. 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.
As a Team Lead: you should possess a combination of supervisory and leadership experience, as well as an acumen to develop staff and manager deliverables effectively, while servicing your assigned BOB.
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 a plus.
Industry related supervisory, mentorship, and team lead experience is a plus.
P&C Insurance License required upon hire

Nice To Haves

CIC, CPCU or other P&C designation preferred

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, 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
May supervise or direct the daily job activities of the Coordinators and Account Managers
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