NFP, an Aon company

Personal Insurance Account Executive – Affluent

NFP, an Aon company

full-time

Posted on:

Location Type: Hybrid

Location: Bethesda • District of Columbia • Maryland • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $69,000 - $87,000 per year

About the role

  • The Account Executive interacts 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 some degree of supervision and approval from their Supervisor.
  • Manage a book of business and take on the role of lead consultant and primary point of contact for your assigned clients.
  • 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 follow-up system to ensure policies, endorsements and other information is received to comply with requests.
  • 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.

Requirements

  • BA/BS preferred
  • HS Diploma or GED required
  • Typically more than 5 years of industry and product line experience
  • Experience with CRMs; EPIC highly preferred
  • P&C Insurance License required upon hire
  • CIC, CPCU, CPRIA, CPRM or other P&C designation preferred
Benefits
  • competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • exclusive discount programs
  • health & wellness programs
  • performance-based incentives
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 assessmentbusiness developmentE&O claims management
Soft Skills
interpersonal communicationrelationship buildingorganizational skillssupervisory skillsproblem-solvingattention to detailclient engagementadaptability
Certifications
P&C Insurance LicenseCICCPCUCPRIACPRM