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About the Role

The Account Executive interacts with clients daily, building and maintaining relationships with clients and carrier representatives. This role involves preparing applications, specifications, and marketing strategies for new business, as well as handling renewals with some supervision. The Account Executive may serve as the lead consultant and primary point of contact for assigned clients, potentially with revenue goals and client retention targets.

Responsibilities

Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
Works with the Claims Department on relevant claims for assigned clients.
Ensures accurate information, such as updated exposures, driver information, reporting forms, and signed endorsements, to avoid E&O claims.
Maintains a diary (follow-up system) to ensure timely receipt of policies, endorsements, and other required information.
May supervise or direct the daily job activities of Coordinators and Account Managers.
Builds and maintains strong relationships with carriers and clients through regular contact and client visits.
Keeps clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
Prepares applications, specifications, and marketing strategies for new business.
Handles renewals of assigned clients with some supervision.

Requirements

Must be able to read, analyze and reconcile financial reports.
Possess 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 skills and problem resolution.

Skills

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.
Self-confident to make sound independent decisions.
Ability to successfully interact with a variety of people/personalities.
Strong leadership skills.

Location

NY: Albany
NY: Amherst
NY: Kingston
NY: Rochester
NY: Pittsford
NY: Fishkill
Danbury, Connecticut

Work Type

Full-time
Hybrid

Experience Level

Typically, more than 5 years industry and product line experience.

Education Level

BA/BS preferred
P&C Insurance License required
CIC, CPCU or other P&C designation preferred.

Salary/Compensations

$60,000 – $120,000

Benefits

Competitive salary
PTO and paid holidays
401(k) with match
Exclusive discount programs
Health and wellness programs

About the Company

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.

Equal Opportunity

NFP is an inclusive Equal Employment Opportunity employer.