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

Affluent Personal Lines, Account Executive/Team Lead (Hybrid – White Plains)

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P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty. It is 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 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.
As a Team Lead you will have additional supervisory responsibilities and take on the role of lead consultant and primary point of contact for assigned clients as well as support assigned staff. You will have revenue goals and client retention targets. This is a servicing, not a sales (new production) role.
We are seeking either an Account Executive or Team Lead. Title and salary will be commensurate with knowledge and experience. Growth and advancements are within the career trajectory for either. This is a full‑time role with the flexibility of a hybrid work schedule of at least 2‑3 days a week from our White Plains, NY office and other days from home.

Being in the office is essential for fostering interaction and facilitating career development while allowing for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success.

• Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Work with the Claims Department on relevant claims for assigned clients.
• Maintain accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
• Maintain a 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 the Coordinators and Account Managers.
• Build and maintain strong relationships with carriers and clients through regular contact and client visits; keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.

• Must be able to work a weekly hybrid schedule from our White Plains, NY office.
• When working from home, 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 people/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…