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Affluent Personal Insurance Account Executive

2 months ago

Bethesda, United States TransForce Full time

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: .

Summary of Role:

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. You will manage a book of business and take on the role of lead consultant and primary point of contact for your assigned clients. The Account Executive may have revenue goals and/or client retention targets.

This is a full-time role with the flexibility of a hybrid schedule from our Bethesda, MD office or one of our VA or DC offices. We will consider a remote option for other highly qualified candidates, with experience in HNW market with established key carrier relationships. EST zone work schedule is required.

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.
  • Maintains 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:
  • 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
Education and/or Experience:
  • BA/BS preferred. HS Diploma or GED required
  • Typically more than 5 years of industry and product line experience
  • Experience with CRMs; EPIC highly preferred
Certificates, Licenses, Registration:
  • P&C Insurance License required upon hire
  • CIC, CPCU, CPRIA, CPRM 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.

NFP and You... Better together

NFP is an inclusive Equal Employment Opportunity employer.