Account Executive/New Business Dev., Affluent Personal Lines (N.East-hybrid

Who We Are: 

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Job Summary:

You should have a strong sales aptitude, as you will be responsible for developing your book of business by prospecting new opportunities and leveraging our centers of influence. This role also involves daily account servicing, including identifying and prospecting leads, securing new business, and providing ongoing support.

You will interact 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 strategy for new business as well as the renewals of assigned clients with little supervision. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. You may work on large, complex accounts with large premiums and multifaceted coverages. 

This role is ideal for individuals with sales experience or a strong aptitude for sales. Candidates who have worked as relationship managers or in new business development as trusted advisors may be well-suited for the position.

This role will ideally report to our Plainview, NY or Warrington, PA office with a hybrid work schedule from either.  We will consider a remote option for experienced PCG/HNW candidates within the East Coast who are familiar with such markets and can build their BOB in designated/affluent markets.

Essential Duties and Responsibilities:

Servicing: Key Responsibilities:

• Level and facilitate requests and needs of the carriers on behalf of NFP’s clients.
• Works with the Claims Department on relevant claims for assigned clients.
• Requires expertise in multi-line accounts.
• Maintains a follow-up system to ensure policies, endorsements and other information is received to comply with requests.
• May mentor and provide market and servicing insights to support staff, including Coordinators and Account Managers.
• 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.  

Production: Key Responsibilities:

• Networking and developing centers of influence and new business leads. 
• Use clear and persuasive communication to build relationships, convey value, and establish yourself as a trusted advisor.
• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.

Knowledge, Skills, and/or Abilities:

• 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
• Be a self-starter and Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people/personalities
• Strong leadership skills
• Must be able to read, analyze and reconcile financial reports
• Possess technical expertise plus good analytical and problem-solving skills
• Ability to handle situations in a calm, courteous and professional manner
• Strong attention to detail, decision-making skills and problem resolution
• Ability to meet/travel with clients and prospects when required (minimal regional travel expected with obtained approval for expense coverage)
• During first week of hire, you must be able to work from our Plainview or Warrington office for training

Education and/or Experience: 

• BA/BS preferred. High School diploma or equivalent is required with additional training or education
• Typically, more than 8 years of industry and product line experience which includes servicing. Sales is desired
• Personal Lines/PCG coverage experience required
• Familiarity with major markets, such as AIG, Chubb/ACE, and PURE
• Proficiency in Outlook, Word, and Excel
• CRM experience required. EPIC experience is highly desired

Certificates, Licenses, Registration:

• Property & Casualty Broker’s License required upon hire
• CIC, CPCU or other P&C designation preferred

What We Offer:

We’re 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 $75,000 – $90,000. 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. 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.