Vice President Strategic AE

NFP Corp•Charlotte, NC

1d•$163,000 - $175,000

About The Position

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the world address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

Requirements

Knowledge of all areas of commercial property & casualty insurance coverage
Ability to work independently and anticipate client and team needs
Effective time management and decision making skills
Diligent follow-up skills
Ability to express ideas clearly in both written and oral communications
Strong Microsoft Excel and PowerPoint skills
Commanding presentation and public speaking abilities
Property & Casualty Broker's License required upon hire.
BA/BS preferred; Master's degree in relevant subject (e.g., business, statistics, math/science, and actuarial science) highly desirable.
More than 10 years of industry and product line experience.
Must have retail brokerage experience (can be in addition to, but not limited to only Carrier, Wholesaler, and Intermediary agencies)
Experience with the EPIC and Salesforce systems preferable

Nice To Haves

CPCU or other P&C designation preferred

Responsibilities

Partner with Advisor to help manage and grow their book of business.
Provide strategic guidance and tactical support to grow Advisor’s private equity related book of business.
Liaison between Advisor and Account Management staff to effectively deliver NFP services to clients.
Provide oversight and accountability on client deliverables throughout the year (ie: renewal policies/summary delivery, stewardship reports, pre-renewal strategies, etc.).
Build and maintain effective NFP corporate relationships to benefit clients (ie: Data Analytics, Mergers & Acquisitions Team, Management Liability Practice, Cyber Liability Practice, Energy Practice, Real Estate Practice, Claims Practice, Legal, Risk Management/OSH, etc.)
Assist in finding, recruiting, & training next Strategic Client Manager in the future as book of business supports the growth.
Effectively communicate with prospective clients throughout the new business sales cycle.
Assist in closing prospective clients alongside the Advisor to include helping on proposals/pitch presentations, analytics, service deliverables, service calendars, etc.
Provide new clients strategic guidance on timeline/deliverables with NFP.
Assist Advisor in obtaining necessary data from prospects and follow up on open items when full submission is not fully completed and received.
Act on and complete client requests and/or action items that may arise during the year with assistance from Account Management teams. Including but not limited to: Responding to new coverage requests, gathering information on a new company, acquisition or project, communicating with carrier markets for quotes and reviewing for accuracy.
Meet with Advisor on a regular basis to assist with renewal and communication strategy and address client concerns.
Serve as the line of communication between the Advisor and Account Management team to ensure that the renewal process is moving forward in a timely manner; maintain and manage renewal calendar, perform appropriate outreach and ensure effective communication to clients and Advisor regarding updates on incumbent and alternative options.
Negotiate with underwriters as needed.
Provide feedback and guidance on proposals as needed.
Lead proposal meetings with clients with or without Advisor presence.
Document meeting takeaways and next steps; ensure proper execution and follow up.
Coordinate and run midyear/stewardship meetings with clients.
Coordinate broader NFP resources (ie: Data Analytics, Mergers & Acquisitions Team, Management Liability Practice, Cyber Liability Practice, Energy Practice, Real Estate Practice, Claims Practice, Legal, Risk Management/OSH, etc.)
Develop and communicate client strategies with broader NFP resources to the local Account Management staff.
Engage in regular meetings with Advisor to coordinate client servicing, strategy, etc.