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NFP, an Aon company · 2 days ago

Commercial Lines Sr. Account Executive-Private Equity (Plainview or Voorhee

White Plains, NY

Full-time

Hybrid

Senior Level, Lead/Staff

$81K/yr - $130K/yr

8+ years exp

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. The Senior Account Executive will interact with clients, developing and maintaining relationships while servicing a generalist book of Commercial Lines accounts for Private Equity clients, preparing applications, and acting as the primary point of contact for clients.

ConsultingFinancial ServicesInsuranceInsurTechWealth Management

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

Maintains accurate documentation and a follow-up system to ensure policies, endorsements and other information is received to comply with requests

May 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

Qualification

Commercial Lines InsuranceClient Relationship ManagementNegotiation SkillsEPIC Agency ManagementFinancial Report AnalysisAnalytical SkillsTechnical ExpertiseLeadership SkillsProblem-Solving SkillsWritten CommunicationInterpersonal Skills

Required

Must be able to work from one of the noted office at least two days a week

When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift

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 and negotiation 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

More than 8 years of industry and Commercial Lines Insurance is preferred; more importantly, experience managing large and complex accounts

Recent experience at a retail insurance brokerage or independent insurance agency required

High school diploma or equivalency required

Property & Casualty Broker's License required upon hire