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

NFP Corp•New York, NY

2d•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. This role may require supporting a Team Lead and will have the expectation of growth to take on the role of lead consultant and primary point of contact for their assigned clients. The Account Executive may have revenue goals and/or client retention targets. This is a servicing, not a sales (new production) or staff management role. Growth and advancements are within the career trajectory. This role will ideally report to our NYC, Wall Street office on a hybrid work schedule. We will consider remote options for highly qualified candidates with experience in High-Net-Worth Personal Lines and who can work on ET schedule. Title and salary will be commensurate with experience and knowledge.

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. This includes knowledge of their products, appetite and experience with their quoting systems
Demonstrated experience with the annual account review process as well as independent account servicing
Comprehensive experience with the metropolitan New York area markets, highly preferred
Strong verbal and written communication skills
Highly professional and self-motivated
Strong verbal and written communication skills as well as 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. HS Diploma or GED is required with additional learning/certifications
At least 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

Responsibilities

Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
Support the team by preparing and delivering annual account reviews - including document formatting, coverage recommendations, important discussion points, remarketing, presenting to clients & COIs, quoting, etc.
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 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.