Commercial Lines Account Executive
Indexed description
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: https://www.NFP.com.
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 is a full-time position, working from our Plainview, NY or Warrington PA offices. We offer the flexibility of a hybrid work schedule (typically working 3 days/week at home).
Essential Duties And Responsibilities
- Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
- Works with the Claims Department on relevant claims for assigned clients
- Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims. Responsible for accurate information to/from insured, including proposals and marketing information
- Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests
- 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
- 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
- Strong attention to detail, decision making skills and problem resolution
- Typically more than 5 years of Commercial Property & Casualty Insurance experience
- Commercial Lines experience must include recently servicing a book of business at a retail insurance brokerage
- Proficiency in EPIC or other agency management systems preferred
- BA/BS preferred
- P&C Insurance License required
- CIC, CPCU or other P&C designation preferred
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
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