Affluent/HNW- Personal Lines Account Executive (Hybrid-Chicago or remote)
Who We Are
NFP, an Aon Company, is a multi-year 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.
Summary of Role:
This position is for our Private Client Group (affluent/high net-worth clientele). The Account Executive is a critical member of each office. 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.
This is a full-time position with the flexibility of a hybrid schedule from our downtown Chicago office. We will consider a remote option for candidates experienced in PCG markets and with EPIC fluency and who can work on a CST schedule.
Responsibilities
Manage, maintain, and create client programs, including group excess and special markets billing.
Negotiate coverage terms and pricing with carriers.
Work with other team members in providing sales support for the acquisition of new customers.
Assist with underwriting, pricing, and proposal preparation.
Attend outside meetings with marketing partners, client groups, and insurance carriers.
Expected to manage a book of business of approx. 300 accounts and $2-3M in premium .
Work with internal and external centers of influence to develop new business.
Ability to provide client support, develop and maintain relationships, and work independently on assigned accounts.
Lead by example regarding compliance with set policies.
Requirements
P&C license required upon hire
P&C Account/Client Management experience in Personal Lines and high net-worth/PCG clients
Familiarity with major markets, such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati Financial. This includes knowledge of their products, appetite and experience with their quoting systems
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
Preferred
A bachelor's degree preferred
Ideally 5, but at least 3 years of Personal Lines/high net worth industry and product line experience
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 Epic highly desired or other CRM exp. required
What We Offer
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst 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.
NFP and You... Better together!
NFP is an inclusive Equal Employment Opportunity employer.
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