Affluent Personal Insurance Account Executive - Hybrid or Remote (in E.S.T.

$55,000 - $117,000/Yr

Nfp - Palmerton, PA

Full-time - Mid Level

Hybrid - Palmerton, PA

Food Services and Drinking Places

About the position

The Affluent Personal Insurance Account Executive at NFP Corp is responsible for managing and maintaining client programs for affluent individuals and families. This role involves overseeing a book of business, negotiating coverage terms, and providing sales support while working collaboratively with a team. The position can be hybrid or remote, focusing on delivering exceptional service to high-net-worth clients in the personal lines insurance sector.

Responsibilities

• Manage, maintain, and create client programs, including group excess and special markets billing.
• Negotiate coverage terms and pricing with carriers.
• Work with other team members in providing sales support for the acquisition of new customers.
• Assist with underwriting, pricing, and proposal preparation.
• Attend outside meetings with marketing partners, client groups, and insurance carriers.
• Manage a book of business valued at $2-3M in premium while contributing to the sales effort of the office.
• Develop new business through internal and external centers of influence.
• Provide client support, develop and maintain relationships, and work independently on assigned accounts.
• Lead by example regarding compliance with set policies.

Requirements

• P&C license required upon hire.
• Personal Lines with extensive High Net Worth Account/Client Management experience at an independent agency or retail insurance brokerage.
• Familiarity with major markets such as AIG, Chubb/ACE, PURE, and Cincinnati Financial, including knowledge of their products and quoting systems.
• Comprehensive experience with the metropolitan New York area markets.
• Highly professional and self-motivated.
• Strong verbal and written communication skills, with excellent interpersonal skills.

Nice-to-haves

• A bachelor's degree preferred.
• At least 5 years of Personal Lines industry and product line experience.
• Familiarity with carriers such as Travelers and Progressive, as well as The National Flood Insurance Program.
• Experience with an agency management system/CRM, with fluency in Epic being a plus.

Benefits

• Paid holidays
• Paid time off
• 401(k) matching
• Employee discount programs
• Health and wellness programs