Affluent Personal Insurance Account Executive (White Plains,NY hybrid or remote)

Who We Are:

NFP, an Aon company, is a multiple 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 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: .

The Account Executive 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 from their Supervisor. In this role, you will take on the role of lead consultant and primary point of contact for assigned clients.

This is a full-time role offering the flexibility of a hybrid schedule, working a couple of days a week in our White Plains office and other days from home. We will consider a remote option (working EST hours) for experienced candidates with high net-worth/private client group account servicing and consultative experience.

Essential Duties and Responsibilities

• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• 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.
• Maintains a follow-up system to ensure policies, endorsements and other information is received to comply with requests.
• Works with the Claims Department on relevant claims for assigned clients.

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
• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people/personalities
• Strong leadership skills
• 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
• Fluency with MS Office Suite
• Fluency with EPIC or other agency management system experience required

Education and/or Experience

• BA/BS preferred
• Typically more than 5 years of industry and product line experience
• Experience in PL insurance, including 2+ years of working with higher net-worth clientele is desired
• Property & Casualty License upon hire
• Strong verbal and interpersonal communication skills
• Ability to prioritize multiple tasks to meet deadlines
• Problem-resolution and decision-making skills
• Precise writing skills

Preferred Requirements

• Familiar with our major markets, such as AIG, Chubb/ACE, Cincinnati, Berkely One and PURE
• Familiar with Carriers, such as Travelers, Progressive, and national flood

Certificates, Licenses, Registration

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

What We Offer:

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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 $60,000 -$130,000. 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.