Account Executive - Private Client​/HNW; Remote

Overview

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance with the WORK
180 employer endorsement. We help companies and individuals address risk, workforce, wealth management and retirement challenges through a people-first approach. The Account Executive interacts with clients daily while developing and maintaining relationships with clients and carrier representatives. The Account Executive prepares applications, specifications and marketing strategy for new business as well as renewals of assigned clients with supervision and approval from a Supervisor.

This role may require taking on the lead consultant and primary point of contact for assigned clients. The Account Executive may have revenue goals and/or client retention targets.

• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
• Works with the Claims Department on relevant claims for assigned clients
• Ensures accurate information such as updated exposures, driver information, reporting forms, signed endorsements and related details 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 activities of Coordinators and Account Managers
• Builds and maintains strong relationships with carriers and clients through regular contact and client visits, and communicates industry trends and regulatory issues

• Excellent written communication; clear writing, grammar accuracy, and ability to tailor style to needs; presents numeric data effectively
• Self-confident with the ability to make sound independent decisions
• Ability to interact effectively with a variety of people
• Strong leadership skills
• Ability to read, analyze and reconcile financial reports
• Technical aptitude with strong analytical and problem-solving skills
• Calm, courteous, and professional demeanor
• High attention to detail and strong decision-making and problem-resolution skills

• BA/BS preferred
• Typically more than 5 years of 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 factors including experience, credentials, education, certifications, skill level, scope of position, and geographic location. The position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

• Not Applicable

• Full-time

• General Business, Other, and Business Development

• Insurance