Account Executive - Private Client/HNW; Remote
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-01-25
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Insurance
Insurance Agent, Insurance Sales
Account Executive - Private Client/HNW (Remote)
Join to apply for the Account Executive - Private Client/HNW (Remote) role at NFP, an Aon company.
Who We Are
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance and has earned the WORK
180 employer endorsement. We are an organization of consultative advisors and problem solvers who help companies and individuals address significant risk, workforce, wealth management, and retirement challenges through custom solutions and a people‑first approach.
Summary
The Account Executive interacts with clients on a day‑to‑day basis while developing and maintaining relationships with both client and carrier representatives. They prepare applications, specifications, and marketing strategy for new business as well as the renewals of assigned clients under supervision.
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.
- Maintains accurate information (updated exposures, driver information, reporting forms, signed endorsements) to avoid E&O claims.
- Maintains a diary (follow‑up system) to ensure policies, endorsements, and other information are received to comply with requests.
- May supervise or direct the daily job activities of Coordinators and Account Managers.
- Builds and maintains strong relationships with carriers and clients through regular contact and visits. Keeps clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
- 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.
- Ability to successfully interact with a variety of people/personalities.
- Strong leadership skills.
- Must be able to read, analyze and reconcile financial reports.
- Possess technical expertise plus good analytical and problem‑solving skills.
- Ability to handle situations in a calm, courteous and professional manner.
- Strong attention to detail, decision‑making skills and problem resolution.
- BA/BS preferred.
- Typically more than 5 years industry and product line experience.
- P&C Insurance License required.
- CIC, CPCU or other P&C designation preferred.
We offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. The base salary range for this position is $65,000 – $115,000, determined by experience, credentials, education, certifications, skill level, 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 is an inclusive Equal Employment Opportunity employer.
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