Sr. Account Executive/AVP, Affluent Personal Insurance (Hybrid-Dallas or remote) na NFP

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:

This position is for our Private Client Group (affluent/high net-worth clientele). The Sr. Account Executive or AVP is a critical member of each office. You will manage the day-to-day responsibilities of existing client programs 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 to no supervision from their Supervisor. This role requires you to take on the role of lead consultant and primary point of contact for clients. You will work on large, complex accounts with large premiums and multifaceted coverages. You will manage a book of business and work with a team to provide sales support and multiple services to a range of clients.  Title and salary will be commensurate with knowledge and experience.

This is a full-time position with the flexibility of a hybrid schedule from our Dallas, TX office. We will consider a remote option for candidates experienced in PCG markets and with EPIC fluency and who can work on a CST schedule. 

Essential Duties and Responsibilities:

• Manage, maintain, and create client programs, including group excess and special markets billing.
• Negotiate coverage terms and pricing with carriers.
• Work with other team members in providing sales support for the acquisition of new customers.
• Assist with underwriting, pricing, and proposal preparation.
• Attend outside meetings with marketing partners, client groups, and insurance carriers.
• Expected to manage a book of business of approx. 160 accounts and $4M in premium.
• Work with internal and external centers of influence to develop new business.
• Ability to provide client support, develop and maintain relationships, and work independently on assigned accounts.
• Lead by example regarding compliance with set policies.
• 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 with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages.
• 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 and Account Executives.
• 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:

• 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 and negotiation skills.
• 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: 

• P&C license required upon hire
• P&C Account/Client Management experience in Personal Lines and high net-worth/PCG clients
• Familiarity with major markets, such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati Financial.  This includes knowledge of their products, appetite and experience with their quoting systems
• Strong verbal and written communication skills
• Highly professional and self-motivated
• Excellent interpersonal skills with the ability to communicate with clients, colleagues, and carriers
• Proficiency in Outlook, Word, and Excel

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 $80,000 – $125,000. 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.