Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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: https://www.NFP.com.
Job Summary: The Account Executive interacts with clients daily while developing and maintaining relationships with clients and carrier representatives. You will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little to no supervision from your supervisor. You will take on the role of lead consultant and primary point of contact for clients. You should have demonstrated knowledge and experience to work on large, complex accounts with large premiums and multifaceted coverages. The Account Executive will have client retention targets and may have revenue goals.
This is a full-time position. We offer the flexibility of a hybrid schedule with at least 2 days per week in our Plainview, NY or Warrington, PA office.
Essential Duties and Responsibilities:
- Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
- 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 with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages.
- Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
- Maintains accurate documentation and a follow-up system to ensure policies, endorsements and other information is received to comply with requests.
- May supervise or direct the daily job activities of the 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.
Knowledge, Skills, and/or Abilities:
- Must be able to work from either our Plainview, NY or Warrington, PA offices
- Experience with EPIC or related agency management system
- 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
- 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
Education and/or Experience:
- Typically more than 5 years of Commercial Lines experience. This must include recent experience at a retail brokerage or independent agency
- Agency management systems required, preferably EPIC
- BA/BS preferred. HS Diploma or equivalent is required with additional education/training preferred
Certificates, Licenses, Registration:
- P&C Insurance 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 $69,000.00 – $93,000.00. 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.
