What are the responsibilities and job description for the Affluent Personal Lines Account Executive (Northeast: hybrid or remote) position at National Financial Partners?
Who We Are
NFP, an Aon Company, is a multi-year 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 : .
Job Summary :
The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from their Supervisor. This role may require the employee to take on the role of lead consultant and primary point of contact for their assigned clients. The Account Executive may have revenue goals and / or client retention targets.
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.
Essential Duties and Responsibilities :
- Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
- level facilitates 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 supervise and direct the daily job activities of the Coordinators, 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.
Knowledge, Skills, and / or Abilities :
Education and / or Experience :
Certificates, Licenses, Registration :
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 $69,000 $100,000. 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.
Salary : $69,000 - $100,000
