Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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.
Summary:
The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual 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 on difficult lines. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Account Executive may work on large, complex accounts with large premiums and multifaceted coverages. The role may also support the marketing and placement of complex Personal Risk and Private Client accounts, partnering with carrier markets to develop tailored insurance solutions for high-net-worth individuals and families.
Essential Duties and Responsibilities:
- Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
- Sr. 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 sophisticated coverages including retrospective rating plans for large lines of coverages and foreign packages.
- Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to align with requests
- May supervise and advise 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.
- Develop and implement marketing strategies for sophisticated Personal Risk and Private Client accounts, including high-net-worth portfolios, luxury residences, collections, excess liability, and specialty coverages.
- Market new and renewal business to carrier partners, evaluating coverage alternatives and placement options to secure competitive and customized solutions for clients.