Account Executive, Affluent Personal Lines
NFP, an Aon company
full-time
Posted on:
Location Type: Hybrid
Location: Plainview • New Jersey • New York • United States
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Salary
💰 $70,000 - $95,000 per year
About the role
- Interact with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.
- Prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little supervision.
- Take on the role of lead consultant and primary point of contact for clients.
- Work on large, complex accounts with large premiums and multifaceted coverages.
- 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.
- Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
- Work 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.
- Maintain a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests.
- May direct the daily job activities of the Coordinators and Account Managers.
Requirements
- BA/BS preferred
- High School diploma or equivalent is required with additional training or education
- Typically, more than 7 years of industry and product line experience which includes servicing
- Personal Lines/PCG coverage experience required
- Familiarity with major markets, such as AIG, Chubb/ACE, and PURE
- Proficiency in Outlook, Word, and Excel
- CRM experience required
- EPIC experience is highly desired
- Property & Casualty Broker's License required upon hire
- CIC, CPCU or other P&C designation preferred
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
negotiationclient relationship managementmarketing strategyclaims managementpolicy compliancedata reportingrisk assessmentaccount managementinsurance underwritingE&O claims prevention
Soft Skills
interpersonal communicationleadershiporganizational skillsproblem-solvingattention to detailclient engagementrelationship buildingadaptabilitytime managementteam collaboration
Certifications
Property & Casualty Broker's LicenseCICCPCU