Client Executive, Private Equity

NFP Corp•Chicago, IL

10d•$128,000 - $184,000

About The Position

NFP, an Aon company, is seeking an enthusiastic and experienced relationship management professional to manage strategic relationships and retention for Mid-Market core clients. The role is focused on private equity clients and includes serving as the primary NFP contact, building relationships across client organizations, and coordinating with producers and internal teams. The position is based in Chicago, which is preferred, and requires approximately 25%–40% travel to visit clients and participate in client development activities and entertainment. Clients must be seen in person at least twice annually. The Client Executive supports client growth and retention through consultative sales planning, cross-selling, high-quality service strategies, and stewardship reporting. The role requires broad knowledge of insurance products, coverages, and basic program design, as well as familiarity with assigned client industries and NFP resources. The position also includes maintaining client records and relationship tracking, establishing a formal relationship-management cadence, obtaining client feedback, and continuing professional education. NFP offers a competitive salary, PTO and paid holidays, a 401(k) with match, exclusive discount programs, health and wellness programs, and potential performance-based incentives. The base salary range is $128,000 to $184,000; the actual offer depends on factors including experience, credentials, education, certifications, skill level, role scope, and geographic location.

Requirements

At least 10 years of relationship-management experience, including face-to-face experience with private equity or similar clients.
Exceptional interpersonal skills and the ability to build relationships through effective communication and trust with private equity and C-suite clients.
Strong project-management, communication, and presentation skills.
Excellent organization, time-management, and multitasking skills.
Entrepreneurial attitude and ability to take ownership of client-relationship success.
Commitment to exceptional customer service and results.
Ability to anticipate and analyze problems and information, and solve problems proactively through critical thinking, team networking, and sound business decisions.
Dedication to a collaborative, team-oriented environment and to operating with respect and integrity.
Proficiency with Microsoft Office products, including Outlook, Word, Excel, and PowerPoint.
Property & Casualty producer license and Benefits License, or ability to obtain licenses quickly.

Nice To Haves

Bachelor’s degree from a four-year college or university is preferred.

Responsibilities

Manage overall relationships with assigned Mid-Market core clients, developing and engaging multiple contacts throughout client organizations.
Serve as the client’s primary point of contact and communication conduit for NFP, keeping the client producer informed.
Cultivate internal and external relationships to foster collaboration, client advocacy, and trust.
Develop knowledge of internal operations to address client needs effectively.
Maintain accurate records of client or prospect contacts and products using account-management software or other technology; track key client personnel and their products.
Drive revenue growth among existing and new clients through strategic consultative sales planning with the producer, including identifying and executing cross-sell opportunities.
Take ownership of the success of client and colleague relationships and lead client account teams as a self-starter.
Contribute to the client team’s overall service strategy and establish quality standards to improve the client experience.
Apply knowledge of insurance products, coverages, industry trends, and basic program design.
Develop expertise in assigned client industries or markets and NFP’s resources and capabilities, and participate in structured continuing education.
Produce an annual or semi-annual stewardship report highlighting NFP’s efforts for the client over the previous twelve months.
Establish, execute, and remain accountable for implementing the formal NFP strategic relationship-management cadence.
Seek annual client feedback or grading of NFP’s performance.
Travel to visit clients and participate in client development activities and entertainment; see clients in person at least twice annually.