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 of Role:
The Senior Account Executive interacts with clients on a day-to-day basis while developing 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 little to no supervision from their supervisor. You will take on the role of lead consultant and primary point of contact for clients. As an AE or Sr. Account Executive, you should have demonstrated knowledge and experience to work on large, complex accounts with large premiums and multifaceted coverages. Title will be commensurate with experience and knowledge.
This is a full-time position. We offer the flexibility of a hybrid schedule with at least a couple of days a week in our Plainview, NY or Warrington, PA office.
Essential Duties and 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.
Knowledge, Skills, and/or Abilities:
- Must be able to work from either our Plainview, NY or Warrington, PA offices
- 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.
