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

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

Role summary : Join to apply for the Affluent Personal Lines Account Executive (NYC hybrid or E.S.T. remote) role at NFP, an Aon company.

Who We Are

NFP, an Aon company, is a Best Places to Work award winner in Business Insurance with the WORK180 employer endorsement. We are a team of consultative advisors solving risk, workforce, wealth management, and retirement challenges through a people-first approach. Learn more at : https : / / www.NFP.com.

Job Summary

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 from homeowners and auto to specialty lines (e.g., aircraft and watercraft).

The Role At NFP

The Account Executive works with clients daily, developing and maintaining relationships with clients and carrier representatives. You will prepare applications, specifications, and marketing strategy for new business and renewals of assigned clients with supervision and approval from your Supervisor. This role may support a Team Lead and is expected to grow into a lead consultant and primary contact for assigned clients. Revenue goals and / or client retention targets may apply. This is a servicing role (not a sales / new production or staff management role). Growth and advancement are within the career trajectory.

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

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
• Maintains accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid E&O claims
• Maintains a system to ensure policies, endorsements and other information are received to comply with requests
• May direct the daily activities of Coordinators and Account Managers
• Builds and maintains strong relationships with carriers and clients through regular contact and client visits, keeping clients apprised of industry trends and regulatory issues

Required Qualifications

Preferred Qualifications

Certificates, Licenses, Registration

What We Offer

Competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture emphasizes building lifelong relationships with employees. Base salary range : $69,000 – $90,000, with eligibility for performance-based incentives. Final offer depends on experience, credentials, education, and location.

NFP is an inclusive Equal Employment Opportunity employer.

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