Sr. Account Executive, Commercial Lines (hybrid, Plainview, NY)

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned 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: https://www.NFP.com.

Job Summary:

The Commercial Lines Senior Account Executive interacts with clients and the insurance markets on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Senior Account Executive will prepare applications and submissions, specifications, and marketing strategy for new business as well as the renewals of assigned clients with minimal supervision and approval from their supervisor. In this role, you will take on the role of lead consultant and primary point of contact for your assigned clients. The Senior Account Executive will have retention targets and may have revenue goals (rounding out). Your book of business will include large lines and layered accounts. You will handle day-to-day account management for a specific set of clients, and this entails a great deal of verbal, electronic, and other written communications

This is a full-time position with a hybrid schedule from our Plainview, Long Island office. We may consider a remote or hybrid schedule in one of our other offices/cities, at our discretion, and for well-qualified candidates demonstrating a high level of product and industry fluency.

Essential Duties and Responsibilities:

• Manage and consult on assigned book of business: negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers
• Works with the Claims Department on relevant claims for assigned clients
• Ensures that renewal timelines are adhered to and creates renewal timelines for new business
• 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 provided mentorship and direct needs from Coordinators and Account Managers
• Builds and maintains 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
• Reviews client contracts to ensure compliance with insurance requirements
• Independently answers coverage questions

Knowledge, Skills, and/or Abilities:

• Customer-focused to establish and maintain effective relationships
• Experience with EPIC or similar agency management systems required
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
• Must have polished verbal and written communications. Writes clearly and concisely; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information
• Highly organized with excellent written and verbal communication skills
• Self-confident to make sound independent decisions
• Ability to successfully interact with a variety of people/personalities
• Strong leadership skills
• Flexibility and adaptability to changing priorities, deadlines and technology
• Possesses 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 and problem resolution
• Able to work overtime as necessary to meet client and business deadlines

Education and/or Experience:

• High school diploma or equivalent is required with additional training or education preferred
• Typically, more than 10 years of Commercial Lines and industry experience
• Keen ability to understand and assess policy forms and endorsements
• Must demonstrate strong business writing skills through relevant work and knowledge assessments
• Proficiency in Outlook, Word, and Excel
• CRM experience required. EPIC experience is highly desired

Certificates, Licenses, Registration:

• P&C Insurance License required upon hire

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. The base salary range for this position is $100,00 - $112,000. 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.

Originally posted on Himalayas