Senior Account Executive - Private Client; HNW

Senior Account Executive – Private Client (HNW)

Company Overview: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance and earned the WORK
180 employer endorsement. We are an organization of consultative advisors and problem solvers helping companies and individuals address risk and workforce, wealth management and retirement challenges through custom solutions and a people‑first approach.

Summary: The Senior Account Executive interacts with clients on a day‑to‑day basis while developing and maintaining relationships with clients and carrier representatives. The role prepares applications, specifications and marketing strategies for new business and renewals with little or no supervision, and may work on large, complex accounts.

• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Facilitates requests and needs of carriers on behalf of NFP’s clients.
• Works with the Claims Department on relevant claims for assigned clients.
• Requires expertise in multi‑line accounts with complex coverages including retrospective rating plans for large lines and foreign packages.
• Maintains a diary (follow‑up system) to ensure policies, endorsements and other information are received and compliant.
• May supervise and direct daily job activities of Coordinators, Account Managers and Account Executives.
• Builds and maintains strong relationships with carriers and clients through regular contact and visits.
• Keeps clients apprised of industry trends, events and regulatory issues.

• Excellent written communication skills – clear, grammatically correct, varied style, effectively presents numeric data.
• Self‑confident to make sound independent decisions.
• Ability to successfully interact with a variety of people/personalities.
• Strong leadership skills.
• Ability to read, analyze and reconcile financial reports.
• Technical expertise plus good analytical and problem‑solving skills.
• Ability to handle situations calmly, courteously and professionally.

• BA/BS preferred.
• Typically more than 8 years of industry and product line experience.

• Property & Casualty Broker’s License required.
• CIC, CPCU or other P&C designation preferred.

What We Offer: Competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Base salary range for this position is $56,000 – $132,000, determined by experience, credentials, and location. Additional incentives may be available.

NFP is an inclusive Equal Employment Opportunity employer.