Account Executive, Personal Risk – Middle Markets
NFP, an Aon company
full-time
Posted on:
Location Type: Hybrid
Location: Berkeley Heights • Connecticut • New Jersey • United States
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Salary
💰 $65,000 - $75,000 per year
About the role
- Interact with clients on a day-to-day basis while developing and maintaining relationships
- Prepare applications, specifications, and marketing strategy for new business
- Take on the role of lead consultant and primary point of contact for assigned clients
- Negotiate terms, conditions, coverage limits, and pricing with carriers and wholesalers
- Maintain a follow-up system to ensure policies, endorsements, and other information are received
Requirements
- Bachelor’s degree preferred
- HS Diploma or GED required with additional learning/certifications
- More than 5 years of Personal Lines industry and product line experience
- Extensive High Net Worth Account/Client Management experience
- Experience at an independent agency or retail insurance brokerage
- Familiarity with major markets such as Travelers, Hanover, Plymouth Rock
- Experience with agency management system/CRM required
- Fluency with Epic is highly desired
Benefits
- competitive salary
- 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
client managementnegotiationmarketing strategypolicy managementaccount managementinsurance coveragerelationship developmentspecification preparationfollow-up system maintenancepersonal lines experience
Soft Skills
interpersonal skillscommunication skillsleadershiporganizational skillsrelationship building
Certifications
Bachelor's degreeHS DiplomaGED