Senior Account Executive – Private Client/HNW
NFP, an Aon company
full-time
Posted on:
Location Type: Remote
Location: California • United States
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Salary
💰 $56,000 - $132,000 per year
Job Level
About the role
- Interacts with clients to develop and maintain relationships
- Prepares applications, specifications and marketing strategy for new business
- Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
- Collaborates with business managers to structure, place, and service complex personal lines programs
- Maintains a diary to ensure compliance with requests
Requirements
- Typically more than 8 years industry and product line experience
- BA/BS preferred
- Property & Casualty Broker's License required
- CIC, CPCU or other P&C designation preferred
- Experience working with business managers, family offices, or advisory firms serving high net worth or affluent clients preferred.
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.
Soft Skills
client relationship developmentnegotiationcollaborationcompliance management
Certifications
Property & Casualty Broker's LicenseCICCPCU