Client Executive

NFP Corp•Buffalo, NY

3d•$50,000 - $65,000•Hybrid

About The Position

The Personal Risk Client Executive/Sales Advisor is P&C licensed and experienced in all facets of Personal Insurance, including proven sales skills. This New Business Department is a sales team whose primary role is to advise and deliver personal insurance products tailored to the specific needs of the prospective insured. In your role, you will be provided with leads from any/all non-solicited personal new business opportunities and or referrals presented to NFP. The expedited process of a Client Executive/Sales Advisor is conducted through a single-point-of-contact process, ensuring efficiency for the prospective insured while providing advice and creating an educated buying experience. Strong computer skills along with effective verbal, written and electronic communications are required. You should be able to perform within a team environment and build long lasting relationships with agency partners, company leadership and staff. This is a full-time role offering a remote or hybrid schedule from our West Hartford, CT or Vermont offices.

Requirements

Experience in P&C Personal Lines client-facing sales, along with knowledge of coverage needs.
Ability to work independently and anticipate client and team needs.
Effective time management and decision-making skills.
Strong leadership and diligent follow-through skills.
Ability to negotiate and express ideas clearly in both written and oral communications.
Proficiency in MS Office suite, CRM- EPIC preferred, MS Teams.
Influential presentation and public speaking abilities.
Comprehensive experience with the New England/Northeast P&C markets.
Self-confident to make sound independent decisions.
Ability to successfully interact with a variety of people/personalities.
HS Diploma or GED is required with additional learning/certifications
More than 3 years of directly related industry sales and service experience
Property & Casualty Broker's License required upon hire

Nice To Haves

A bachelor’s degree preferred.
CPCU, CPRIA, CAPI or other P&C designation preferred

Responsibilities

Understand various Carrier Appetites and Carrier Websites.
Work closely with Carrier Underwriters to determine risk placement.
Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes.
Complete policy correspondence delivery per agency guidelines and procedures.
Build and maintain positive working relationships with co-workers, supervisors, and carrier representatives.
Assist with special projects as assigned by management.