AVP - Affluent Personal Insurance Specialist

2 weeks ago

Charlotte, North Carolina, United States NFP Full time
Job Summary:

The Assistant Vice President assists the Vice President with responsibility for multiple highly complex clients. This role will ideally report to our Charlotte, NC office on a hybrid work schedule. We will consider remote options for highly qualified candidates with extensive experience in High-Net-Worth Personal Lines who can work a full-time schedule in Eastern Standard Time.

Key Responsibilities:
  • Develop and maintain ongoing relationships with complex and large clients.
  • Act as the subject matter expert on Property & Casualty and carrier products and services.
  • May supervise an account team.
  • Maintains and manages solid relationships with clients and carrier sales representatives.
  • Negotiate with carriers for best possible result.
  • Work with Senior Leadership team to develop regional client deliverables.
  • Ensure deliverables are executed within the local office(s) and that they are complete, accurate and conform to NFP standards.
  • Make adjustments as necessary.
  • Attend renewal and strategy meetings with high-profile or challenging clients.
  • Manage team structure and monitor team workload to determine capacity to take on new clients.

Requirements:
  • Personal Lines with extensive High Net Worth Account/Client Management experience.
  • Familiarity with major markets, such as AIG, Chubb/ACE, PURE and Cincinnati Financial.
  • Comprehensive experience with the metropolitan New York area markets preferred.
  • Highly professional and self-motivated.
  • Strong verbal and written communication skills as well as excellent interpersonal skills with the ability to communicate with clients, colleagues, and carriers.
  • Proficiency in Outlook, Word, and Excel.
  • 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.

Education and/or Experience:
  • More than 10 years industry and product line experience.
  • A bachelor's degree preferred. HS Diploma or GED is required.
  • In addition to 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:
  • Property & Casualty Broker's License required upon hire.
  • CPCU or other P&C designation preferred.

What We Offer:

NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more.

Our people-first 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 $75,000 - $130,000.

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.

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