Affluent Personal Lines Lead - Remote Client Advisor

Aon; Town of Southampton (NY); À distance; USD 70 000 - 90 000; Plein temps

Avantages offerts par ce poste

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Résumé du poste

NFP, an Aon company, is a retail operation for affluent clients and specializes in personal lines coverage across the US, parts of Europe, and Canada. The HQ is in NYC with offices nationwide.

You will interact with clients and carrier reps, prepare applications, marketing strategy for new business and renewals, and serve as lead consultant for clients with sizeable, complex accounts. NY policy experience is required.

Qualifications

• Experience writing/servicing NY policies.

Responsabilités

• Build and maintain relationships with carriers and clients through regular contact and visits.
• Keep clients informed of industry trends and regulatory issues.
• Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Work with the Claims Department on relevant claims for assigned clients.
• Ensure updated exposures, driver information, filings and endorsements are accurate.
• Maintain follow-up system to ensure policies and endorsements are received.
• May direct the daily activities of Coordinators and Account Managers.

Connaissances

Written communication

Self-starter

Interpersonal skills

Negotiation

Leadership

Analytical skills

Detail-oriented

Time management

Travel readiness

Overtime

Formation

BA/BS preferred; HS diploma required

P&C Broker's License

CIC/CPCU or other P&C designation

MS Office (Outlook, Word, Excel)

EPIC experience

CRM experience

Outils

EPIC

CRM

Outlook

Word

Excel

Description du poste

NFP, an Aon company, is a retail operation for affluent clients and specializes in personal lines coverage across the US, parts of Europe, and Canada. The HQ is in NYC with offices nationwide.

You will interact with clients and carrier reps, prepare applications, marketing strategy for new business and renewals, and serve as lead consultant for clients with sizeable, complex accounts. NY policy experience is required.