Affluent Personal Insurance Account Executive/Sr. Ae, (Nyc Hybrid Or Remote

Who We Are:

NFP is a six-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,400 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com.

P&C Private Client Group (PCG) is a division of NFP Property & Casualty. We are a retail operation for affluent and wealthy individuals and families seeking personal lines products in the United States, parts of Europe, and Canada. Our headquarters are in New York City with offices across the country - specializing in insurance ranging from homeowners and auto to specialty lines, such as aircraft and watercraft.

Summary of Role:

The PCG-Account Executive/Sr. AE interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. You will prepare applications, specifications and marketing strategies for new business as well as the renewals of assigned clients with some degree of supervision and approval. In this role, you will take on the role of lead consultant and primary point of contact for your assigned clients. You may have client retention targets. Title and duties will be commensurate with experience.

We offer the flexibility of a hybrid work week from our NYC Wall Street office. We will also consider a fully remote option for well-experienced candidates with substantial HNW/PCG coverage and marketplace relationships.

Essential Duties and Responsibilities:

• Works with the Claims Department on relevant claims for assigned clients.
• 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.
• Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
• May supervise or direct the daily job activities of the Coordinators and Account Managers.
• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Maintains a follow-up system to ensure policies, endorsements and other information is received to comply with requests.

Knowledge, Skills, and/or Abilities:

• Flexibility and adaptability to changing priorities, deadlines and technology
• Sharp attention to detail, decision-making skills, and problem resolution
• Self-confident to make sound independent decisions
• Ability to handle situations in a calm, courteous and professional manner
• Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information
• Strong attention to detail, decision-making skills and problem resolution
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
• Ability to successfully interact with a variety of people/personalities
• Must be able to read, analyze and reconcile financial reports
• Customer-focused to establish and maintain effective relationships
• Ability to handle situations in a calm, courteous and professional manner
• Possess technical expertise plus good analytical and problem-solving skills
• Strong leadership skills

Education and/or Experience:

• Typically more than 5 years of personal lines with substantial-high net-worth coverage experience
• BA/BS preferred

Certificates, Licenses, Registration:

• CIC, CPCU or other P&C designation preferred
• P&C Insurance License required upon hire

What We Offer:

NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $70,000 – $115,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. The actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.