Affluent Personal Lines Account Exec​/AVP-Team Lead; White Plains, NY or Re

Affluent Personal Lines Account Exec./AVP-Team Lead (White Plains, NY or Remote)

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK
180 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, visit

Job Summary

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 Role At NFP

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.

AVP-Team Lead has additional supervisory responsibilities and takes on the role of lead consultant and primary point of contact for assigned clients as well as supporting assigned staff. You will have revenue goals and client retention targets. This is a servicing, not a sales (new production) role.

Essential Duties and Responsibilities

• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
• 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 supervise or direct the daily job activities of the Coordinators and Account Managers
• Builds and maintains strong relationships with carriers and clients through regular contact and client visits, keeps clients apprised of appropriate industry trends and events, including all state and federal regulatory issues

Knowledge, Skills, And/Or Abilities

• When working from home, must maintain a private workspace to secure company equipment and correspondence; maintain high‑speed internet, be present and responsive online and minimize personal interruptions during your work shift
• Must have Personal Lines and High Net Worth/Private Client Group (PCG) client coverage experience
• P&C Account/Client Management experience with a retail brokerage or independent agency
• Familiarity with major markets such as AIG, Chubb/ACE, PURE, Berkley One and Cincinnati, including knowledge of their products, appetite and experience with their quoting systems
• Highly professional and self‑motivated
• Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, and carriers and interact with a variety of personalities
• Proficiency in Outlook, Word, and Excel
• Excellent written communication skills; writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information
• Self‑confident to make sound independent decisions
• Possess technical expertise plus solid analytical and problem‑solving skills
• Ability to handle situations in a calm, courteous and professional manner
• For an AVP‑Team Lead: possess the above skills as well as supervisory or leadership experience with an acumen for developing staff and managing deliverables effectively, while servicing your assigned BOB

Education And/or Experience

• Bachelor’s degree preferred; HS Diploma or GED required with additional learning/certifications
• Ideally more than 5 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management…