NFP, an Aon company

Operations

• Provide administrative and operational support to ensure the smooth functioning of our department
• Assist in process development, data management, and project coordination
• Collaborate with operations management to maintain and optimize departmental workflows
• Maintain accurate records and documentation related to business operations
• Ensure data integrity and assist with data analysis and reporting as needed
• Support the creation, dissemination, and storage of departmental information
• Coordinate logistics and planning for departmental team events and meetings
• Provide general administrative support to team members

Operations Support Coordinator, Sales Strategy

Account Executive

• Assess risks, negotiate terms, conditions, coverage limits, and pricing with carriers.
• Deliver and review new and renewal policies for accuracy with clients.
• Manage an existing portfolio of business with the objective of expanding the client base.
• Actively engage in developing new relationships and nurturing existing ones within the NFP network and externally.
• Set up new clients in Epic, document and manage material changes in risk for both new and existing clients.
• Maintain a diary (follow-up system) to ensure receipt of policies, endorsements, and other necessary information to comply with requests.
• Establish and sustain strong relationships with carriers and clients through regular communication.
• Contribute to the growth of the division by being a reliable, active, and trusted member of the yacht practice.

Account Executive, Yacht Specialty

Financial Planning and Analysis

• Review day-to-day financial reporting and analysis for select clients
• Review data for accuracy and create client specific reports for analysis and review
• Serve as a mentor to a Junior Analyst
• Manage claims audit, dependent audit, and plan optimization/contribution differential analysis process
• Develop self-funded renewal projections and assist in preparation of financial renewal summary
• Prepare alternate funding options
• Review client IBNR reserve analysis templates prior to actuarial review
• Proof exhibits created by Level 1 Analysts
• Update excel-based templates/models to improve the reporting or renewal process
• Attend seminars or educational activities to stay up-to-date on latest developments
• Attend client meetings to review financial reports

Financial Analyst II

• Service and claim resolution
• HR assistance
• Benefits administration support
• Implementation and contract review
• Maintain Salesforce service cases
• Communicate with clients regularly on outstanding issues

Insurance

• Manage and execute broking strategies for Middle Market accounts.
• Negotiate terms and pricing with carriers; resolve placement challenges.
• Develop and maintain strong carrier and client relationships.
• Ensure compliance with brokerage standards and regulatory requirements.
• Collaborate with Broking Lead and Head of Brokerage on portfolio initiatives.
• Coach and develop Associate Broker/s; delegate tasks effectively.

Commercial P&C Insurance Broker – Northeast

Account Manager

• Work with Advisors/Client Executives and Account Executives to service client accounts
• Manage renewal and marketing process
• Prepare materials for presentations and communications
• Develop relationships with clients and carrier contacts
• Support the Account Management Team as assigned

Commercial Insurance Account Manager

• Responsible for working with Advisors/Client Executives and Account Executives to place new business and service some client accounts
• Support day-to-day account management for a specific set of clients
• Prepare materials for presentations and communications
• Maintain relationships with clients and carrier contacts
• Manage the renewal and marketing process from start to finish
• Communicates directly with clients and carriers in collaboration with Account Executives and Advisors
• Create and maintain client files in accordance with office procedures

Senior Personal Lines Account Manager

• Interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.
• Prepares applications, specifications and marketing strategy for new business as well as renewals of assigned clients.
• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Collaborates with the Claims Department on relevant claims for assigned clients.
• Maintains a diary to ensure policies, endorsements and other information is received to comply with requests.

Commercial Insurance Account Executive

• Advise and deliver personal insurance products tailored to the specific needs of prospective insured
• Provide leads from non-solicited personal new business opportunities and referrals
• Conduct a single-point-of-contact process for efficiency
• Build long-lasting relationships with agency partners, company leadership, and staff
• Understand various Carrier Appetites and Carrier Websites
• Work closely with Carrier Underwriters to determine risk placement
• Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes
• Execute policy correspondence delivery per agency guidelines and procedures
• Assist with special projects as assigned by management

Personal Lines Insurance Sales Advisor

• Service client accounts and manage the renewal and marketing process
• Prepare materials for presentations and communications
• Develop relationships with clients and carrier contacts
• Maintain client files and manage policy records

Account Manager, Affluent Personal Lines

• 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.