National Financial Partners
Affluent Personal Insurance Account Executive
National Financial Partners, Stamford, Connecticut, United States, 06925
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com .
P&C Private Client Group (PCG) 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 Role at NFP
The Account Executive is a critical member of each office. As the Account Executive, you will manage the day-to-day responsibilities of existing client programs. You will manage a book of business and work with a team to provide sales support and multiple services to a range of clients. In addition to our internal referral sources, you will also leverage your network for new business initiatives
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 extensive experience in High-Net-Worth Personal Lines who can work a full-time schedule in Eastern Standard Time.
ResponsibilitiesManage, maintain, and create client programs, including group excess and special markets billingNegotiate coverage terms and pricing with carriersWork with other team members in providing sales support for the acquisition of new customersAssist with underwriting, pricing, and proposal preparationAttend outside meetings with marketing partners, client groups, and insurance carriersExpected to manage a book of business ($2-3M in premium) while contributing to the sales effort of the officeWork with internal and external centers of influence to develop new businessAbility to provide client support, develop and maintain relationships, and work independently on assigned accountsLead by example regarding compliance with set policiesRequired QualificationsP&C license required upon hirePersonal Lines with extensive High Net Worth Account/Client Management experience. This must include experience at an independent agency or retail insurance brokerageFamiliarity with major markets, such as AIG, Chubb/ACE, PURE and Cincinnati Financial. This includes knowledge of their products, appetite and experience with their quoting systemsComprehensive experience with the metropolitan New York area markets highly preferredHighly professional and self-motivatedStrong verbal and written communication skills as well as excellent interpersonal skills with the ability to communicate with clients, colleagues, and carriersProficiency in Outlook, Word, and ExcelPreferred Qualifications
A bachelor's degree preferred. HS Diploma or GED is requiredAt least 5 years of Personal Lines industry and product line experience is preferredIn 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. ProgramExperience with an agency management system/CRM is required. Fluency with Epic is a plusWhat We Offer:
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $80,000 $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com .
P&C Private Client Group (PCG) 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 Role at NFP
The Account Executive is a critical member of each office. As the Account Executive, you will manage the day-to-day responsibilities of existing client programs. You will manage a book of business and work with a team to provide sales support and multiple services to a range of clients. In addition to our internal referral sources, you will also leverage your network for new business initiatives
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 extensive experience in High-Net-Worth Personal Lines who can work a full-time schedule in Eastern Standard Time.
ResponsibilitiesManage, maintain, and create client programs, including group excess and special markets billingNegotiate coverage terms and pricing with carriersWork with other team members in providing sales support for the acquisition of new customersAssist with underwriting, pricing, and proposal preparationAttend outside meetings with marketing partners, client groups, and insurance carriersExpected to manage a book of business ($2-3M in premium) while contributing to the sales effort of the officeWork with internal and external centers of influence to develop new businessAbility to provide client support, develop and maintain relationships, and work independently on assigned accountsLead by example regarding compliance with set policiesRequired QualificationsP&C license required upon hirePersonal Lines with extensive High Net Worth Account/Client Management experience. This must include experience at an independent agency or retail insurance brokerageFamiliarity with major markets, such as AIG, Chubb/ACE, PURE and Cincinnati Financial. This includes knowledge of their products, appetite and experience with their quoting systemsComprehensive experience with the metropolitan New York area markets highly preferredHighly professional and self-motivatedStrong verbal and written communication skills as well as excellent interpersonal skills with the ability to communicate with clients, colleagues, and carriersProficiency in Outlook, Word, and ExcelPreferred Qualifications
A bachelor's degree preferred. HS Diploma or GED is requiredAt least 5 years of Personal Lines industry and product line experience is preferredIn 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. ProgramExperience with an agency management system/CRM is required. Fluency with Epic is a plusWhat We Offer:
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $80,000 $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.