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About the Role

The Account Executive interacts with clients daily, building and maintaining relationships with clients and carrier representatives. You will prepare applications, specifications, and marketing strategies for new business and renewals with some supervision. This role may require you to act as the lead consultant and primary point of contact for assigned clients. This team services a generalist book of business with a significant Real Estate concentration, providing strong exposure and long-term growth in this sector.

Responsibilities

Negotiates terms, conditions, coverage limits, and pricing with carriers and wholesalers.
Works with the Claims Department on relevant claims for assigned clients.
Prepares client proposals according to NFP standardization, from carrier quotes that reflect an accurate presentation of coverage terms, pricing, exposure basis, renewal comparisons, and marketing results.
Highlights coverage gaps or differences to ensure the insured is aware of potential limitations or lack of coverage in the event of a loss.
Ensures accurate information, such as updated exposures, driver information, reporting forms, signed endorsements, and miscellaneous information, to avoid E&O claims.
Maintains a diary (follow-up system) to ensure policies, endorsements, and other information are received to comply with requests.
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.

Requirements

Typically, more than 5 years of Commercial Lines experience, including recent tenure with a retail insurance brokerage or independent agency.
Experience managing a book of middle-market accounts (estimated revenue of up to $1MM) is required.
In-depth knowledge of insurance coverages and the ability to communicate this knowledge clearly to clients and underwriters.
Understanding of marketplace trends and best practices to meet clients’ needs.
Proven ability to prepare and analyze loss summaries to support renewals and client strategy.
Strong negotiating skills.
Proficiency in Microsoft Word and Excel.
Experience with EPIC preferred or other CRM required.

Skills

Excellent written communication skills
Self-confident to make sound independent decisions
Ability to successfully interact with a variety of people/personalities
Technical expertise
Good analytical and problem-solving skills
Ability to handle situations in a calm, courteous, and professional manner
Strong attention to detail
Decision-making skills
Problem resolution

Location

White Plains, NY
Plainview, NY
Midtown Manhattan, NY

Work Type

Full-time
Hybrid

Experience Level

More than 5 years of Commercial Lines experience

Education Level

BA/BS preferred

Salary/Compensations

$70,000 to $90,000

Benefits

Competitive salary
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & 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.
To learn more, please visit: https://www.NFP.com.

Equal Opportunity

NFP is an inclusive Equal Employment Opportunity employer.