Senior Account Executive, Affluent Personal Lines

NFP, an Aon company

Senior Account Executive at NFP managing affluent and wealthy individuals' insurance needs. Interacting with clients, developing relationships, and preparing tailored insurance solutions in a hybrid work environment.

Posted 5/14/2026full-timeBerkeley Heights • New Jersey, New York, Pennsylvania • 🇺🇸 United StatesSenior💰 $81,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

Interact with clients on a day-to-day basis while developing relationships
Prepare applications, specifications and marketing strategy
Act as lead consultant and primary point of contact for clients
Work on large, complex accounts with significant premiums

Requirements

What you’ll need

Bachelor’s degree preferred
HS Diploma or GED required with additional learning/certifications
Ideally, more than 7 years of Personal Lines industry experience
Personal Lines and High Net Worth/Private Client Group client coverage experience
P&C Account/Client Management experience with a retail brokerage or independent agency
Familiarity with major markets: AIG, Chubb/ACE, PURE, etc.
Experience with an agency management system/CRM is required.
Fluency with Epic is a plus.

Benefits

Comp & perks

Competitive salary
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

P&C Account ManagementClient ManagementPersonal Lines InsuranceHigh Net Worth InsuranceAgency Management SystemsCRMMarketing Strategy Development

Soft Skills

Client Relationship DevelopmentConsultingCommunication

Certifications

Bachelor's DegreeHS DiplomaGED