Affluent Personal Lines Account Executive (NYC hybrid or E.S.T. remote)

Job Description

Posting 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 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 on a day-to-day basis while building 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 some degree of supervision and approval from their Supervisor.

Location:

This role will ideally report to our NYC, Wall Street office on a hybrid work schedule. We will consider remote options for highly qualified candidates with experience in High-Net-Worth Personal Lines and who can work on EST schedule. Title and salary will be commensurate with experience and knowledge.

Aon is in the business of better decisions

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one engaged team and we are passionate about helping our colleagues and clients succeed.

What the day will look like

Essential Duties and Responsibilities:

• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Support the team by preparing and delivering annual account reviews - including document formatting, coverage recommendations, important discussion points, remarketing, making pitches to clients & COIs, quoting, etc.
• 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.
• Maintains a (follow-up system) to ensure policies, endorsements and other information is received to align with requests.
• May 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 informed of appropriate industry trends and events, including all state and federal regulatory issues.

How this opportunity is different

P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty. We are a retail operation for affluent and wealthy individuals and families seeking personal lines products in the United States, parts of Europe, and Canada. Our headquarters are in New York City with offices across the country - specializing in insurance ranging from homeowners and auto to specialty lines, such as aircraft and watercraft!

Skills and experience that will lead to success

Required Qualifications:

• P&C license required upon hire
• Personal Lines with High-Net-Worth client relationship experience
• Familiarity with major markets, such as AIG, Chubb/ACE, PURE and Cincinnati Financial. This includes knowledge of their products, appetite and experience with their quoting systems
• Demonstrated knowledge of the annual account review process as well as independent account servicing
• Comprehensive experience with the metropolitan New York area markets, highly preferred
• Excellent oral and written communication abilities
• Highly professional and self-motivated
• Strong verbal communication abilities complemented by proficient writing skills, along with excellent interpersonal ability to engage with clients, colleagues, and carriers
• Proficiency in Outlook, Word, and Excel required

Preferred Qualifications

• A bachelor's degree preferred. HS Diploma or GED is required with additional learning/certifications
• At least 5 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience. This must include experience at an independent agency or retail insurance brokerage
• Alongside familiarity with the major markets as mentioned above, a familiarity with carriers such as Travelers and Progressive as well as The National Flood Ins. Program
• Experience with an agency management system/CRM is required. Fluency with Epic is a plus

Certificates, Licenses, Registration:

• Must currently hold an active Property and Casualty insurance license.

Pay Transparency Laws:

The salary range for this position (intended for U.S. applicants) is $80,000 to $95,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. The salary range reflected is based on a primary work location of New York City. The actual salary may vary for applicants in a different geographic location.

This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan.

A summary of all the benefits offered for this position:

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

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