Client Executive, Private Equity

NFP Corp•Chicago, IL

1d•$128,000 - $184,000•Hybrid

About The Position

NFP, an Aon company, is looking for an enthusiastic and experienced relationship management professional. This role will be focused on strategic relationship management and retention of Mid-Market core clients. The Client Executive will be responsible for managing the overall relationship with assigned Mid-Market core clients, including developing and engaging multiple relationships throughout and within the client organization. The ideal candidate will establish themselves as the client's primary point of contact and communication conduit for NFP, keeping the client producer informed at all times. This role requires cultivating internal and external relationships for effective collaboration, client advocacy, and trust. A broad knowledge of internal operations is necessary to efficiently solve client needs. Maintaining accurate client records using account management software is essential, along with a robust understanding and tracking system of key client personnel and their products. The role also involves driving revenue growth through a strategic consultative sales plan, identifying and executing cross-sell opportunities, and taking ownership of client account teams' success. Contributing to the team's holistic service strategy and establishing quality standards to improve client experience are key. A broad understanding of insurance products, coverages, industry trends, and basic program design is required. Developing expertise in assigned client industries, NFP's resources, and capabilities, along with engaging in continuing education, is crucial. The Client Executive will produce stewardship reports, implement strategic relationship management cadences, and seek annual client feedback. Travel is expected for client visits and development activities, approximately 25%-40%, with a requirement to see clients in person at least twice annually.

Requirements

10+ years' experience in relationship management with face-to-face private equity (or similar) client experience.
Exceptional interpersonal skills capable of interacting with private equity and C-suite clients to cultivate strong relationships through effective communication and trust.
Elite project management, communication, and presentation skills.
Manages time effectively through excellent organization, time-management, and multi-tasking skills.
Entrepreneurial attitude with natural ability to take ownership of overall success of client relationships.
Commitment to delivering exceptional customer service and results.
Naturally anticipates and analyzes problems and information to proactively solve problems through critical thinking, team networking, and sound business decisions.
Dedication to working in collaborative, team-oriented environment with a commitment to operating with respect and integrity.
Proficient in Microsoft Office products (Outlook, Word, Excel, PowerPoint).
Property & Casualty producer license and Benefits License (or ability to get licensed quickly).
Bachelors’ degree from four-year college or university preferred.

Responsibilities

Managing the overall relationship with assigned Mid-Market core clients including developing and engaging multiple relationships throughout and within the client organization.
Establish oneself as client’s primary point of contact and communication conduit for NFP; keep client producer informed at all times.
Cultivate internal and external relationships to establish effective open collaboration, client advocacy, and trust.
Develop and obtain a broad knowledge of internal operations to efficiently and effectively solve the needs of the audience and the circumstances at hand.
Maintain accurate records of client (or prospect) contacts and their products utilizing account management software or other technology. Developing and maintaining a robust understanding and tracking system of key client personnel and their products is essential.
Drive revenue growth on existing and new clients through development of a strategic consultative sales plan in conjunction with producer including identifying and executing cross-sell opportunities when appropriate.
Establish oneself as a self-starter leader with client account teams and take ownership of the success of client and colleague relationships.
Contribute to client team’s holistic service strategy and establish quality standards to improve client’s experience.
Demonstrate a broad understanding of insurance products and coverages, their applicability, relevant industry trends, and basic program design. The ability to understand basic insurance program structure and content is essential.
Develop expertise, and remain current, in assigned client industry and/or market area, NFP’s resources and capabilities, and engage in structured continuing education
Produce an annual or semi-annual stewardship report that highlights NFP’s efforts for the client over the previous twelve months.
Establish, execute, and accountable for implementation of the formal NFP strategic relationship management cadence.
Seeks annual client feedback/grading on NFP’s performance
Travel to visit clients and engage in client development activities and entertainment. Travel approximately 25%-40%; must see clients in person at least twice annually.