Affluent Personal Lines Account Executive (NYC hybrid or E.S.T. remote)

NFP•New York, NY

11d•Hybrid

About The Position

NFP, an Aon company, is a multiple Best Places to Work award winner and WORK180 employer endorsed organization. We are a group of consultative advisors and problem solvers who assist companies and individuals globally with their most critical risk, workforce, wealth management, and retirement challenges through tailored solutions and a people-first philosophy. The P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty, serving affluent and wealthy individuals and families in the United States, Europe, and Canada. Our New York City headquarters, with offices nationwide, specializes in a wide range of insurance, from homeowners and auto to specialty lines like aircraft and watercraft.

Requirements

P&C license required upon hire
Personal Lines with High Net Worth Account/Client Management experience
Familiarity with major markets, such as AIG, Chubb/ACE, PURE, and Cincinnati Financial, including knowledge of their products, appetite, and quoting systems
Comprehensive experience with the metropolitan New York area markets (highly preferred)
Strong verbal and written communication skills
Highly professional and self-motivated
Excellent interpersonal skills with the ability to communicate with clients, colleagues, and carriers
Proficiency in Outlook, Word, and Excel required
Must currently hold an active Property and Casualty insurance license.

Nice To Haves

A bachelor’s degree preferred.
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.

Responsibilities

Interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.
Prepares applications, specifications, and marketing strategy for new business and renewals of assigned clients with some degree of supervision and approval from their Supervisor.
Supports a Team Lead with the expectation of growth to become a lead consultant and primary point of contact for assigned clients.
May have revenue goals and/or client retention targets.
Negotiates terms, conditions, coverage limits, and pricing with carriers and wholesalers.
Works with the Claims Department on relevant claims for assigned clients.
Ensures accurate information, including updated exposures, driver information, reporting forms, signed endorsements, and miscellaneous information, to prevent E&O claims.
Maintains a follow-up system to ensure timely receipt of policies, endorsements, and other required information.
May direct the daily job activities of Coordinators and Account Managers.
Builds and maintains strong relationships with carriers and clients through regular contact and client visits.
Keeps clients informed about relevant industry trends, events, and state and federal regulatory issues.