Client Executive, Private Equity

NFP, an Aon company; Chicago (IL); On-site; USD 128,000 - 184,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

NFP, an Aon company, is seeking an experienced relationship management professional to focus on strategic relationship management and retention of Mid-Market core clients. This role centers on serving as the primary contact, expanding client partnerships, and driving revenue growth through cross-sell opportunities. Location: Chicago (preferred).

Travel ~25%–40% with in-person client visits required. 10+ years of relationship management experience with private equity or similar clients is

Qualifications

• 10+ years' experience in relationship management with face-to-face private equity (or similar) client experience.
• Exceptional interpersonal skills capable of interacting with private equity and C-suite clients to cultivate strong relationships through effective communication and trust.
• Elite project management, communication, and presentation skills.
• Manages time effectively through excellent organization, time-management, and multi-tasking skills.
• Entrepreneurial attitude with natural ability to take ownership of overall success of client relationships.
• Commitment to delivering exceptional customer service and results.
• Naturally anticipates and analyzes problems and information to proactively solve problems through critical thinking, team networking, and sound business decisions.
• Proficiency in Microsoft Office products (Outlook, Word, Excel, PowerPoint).
• Property & Casualty producer license and Benefits License (or ability to get licensed quickly).
• Bachelor's degree from four-year college or university preferred.

Responsibilities

• Manage the overall relationship with assigned Mid-Market core clients, developing and engaging multiple relationships.
• Serve as the client’s primary point of contact and communication conduit for NFP; keep client producer informed at all times.
• Cultivate internal and external relationships to establish effective collaboration, client advocacy, and trust.
• Develop knowledge of internal operations to solve client needs efficiently and effectively.
• Maintain accurate records of client contacts and products using account management software.
• Drive revenue growth through a strategic consultative sales plan with the producer, including cross-sell opportunities.
• Lead client account teams and own the success of client and colleague relationships.
• Contribute to the client team’s service strategy and establish quality standards.
• Demonstrate understanding of insurance products, coverage, trends, and program design.
• Develop expertise in assigned client industry and engage in continuing education.
• Produce annual or semi-annual stewardship reports highlighting efforts over the past year.
• Establish and execute the formal NFP strategic relationship management cadence.
• Seek annual client feedback and grading on NFP’s performance.
• Travel 25%-40%; in-person client visits required at least twice a year.

Skills

Relationship Management

C-suite liaison

Project Management

Time Management

Entrepreneurial Mindset

Customer Service

Problem Solving

Team Collaboration

MS Office

Licensing: P&C / Benefits

Education

Bachelor's degree preferred

Job description

Who We Are

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.

Posting Description

Who We Are

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.

NFP is looking for an enthusiastic and experienced relationship management professional. This role will be focused on strategic relationship management and retention of Mid-Market core clients.

Location: Chicago preferred

Responsibilities

• Responsible for managing the overall relationship with assigned Mid-Market core clients including developing and engaging multiple relationships throughout and within the client organization.
• Establish oneself as client’s primary point of contact and communication conduit for NFP; keep client producer informed at all times.
• Cultivate internal and external relationships to establish effective open collaboration, client advocacy, and trust.
• Develop and obtain a broad knowledge of internal operations to efficiently and effectively solve the needs of the audience and the circumstances at hand.
• Maintain accurate records of client (or prospect) contacts and their products utilizing account management software or other technology. Developing and maintaining a robust understanding and tracking system of key client personnel and their products is essential.
• Drive revenue growth on existing and new clients through development of a strategic consultative sales plan in conjunction with producer including identifying and executing cross-sell opportunities when appropriate.
• Establish oneself as a self-starter leader with client account teams and take ownership of the success of client and colleague relationships.
• Contribute to client team’s holistic service strategy and establish quality standards to improve client’s experience.
• Demonstrate a broad understanding of insurance products and coverages, their applicability, relevant industry trends, and basic program design. The ability to understand basic insurance program structure and content is essential.
• Develop expertise, and remain current, in assigned client industry and/or market area, NFP’s resources and capabilities, and engage in structured continuing education
• Produce an annual or semi-annual stewardship report that highlights NFP’s efforts for the client over the previous twelve months.
• Establish, execute, and accountable for implementation of the formal NFP strategic relationship management cadence.
• Seeks annual client feedback/grading on NFP’s performance
• Travel to visit clients and engage in client development activities and entertainment. Travel approximately 25%-40%; must see clients in person at least twice annually.

Required Skills & Qualities

• 10+ years' experience in relationship management with face-to-face private equity (or similar) client experience.
• Exceptional interpersonal skills capable of interacting with private equity and C-suite clients to cultivate strong relationships through effective communication and trust.
• Elite project management, communication, and presentation skills.
• Manages time effectively through excellent organization, time-management, and multi-tasking skills.
• Entrepreneurial attitude with natural ability to take ownership of overall success of client relationships.
• Commitment to delivering exceptional customer service and results.
• Naturally anticipates and analyzes problems and information to proactively solve problems through critical thinking, team networking, and sound business decisions.
• Dedication to working in collaborative, team-oriented environment with a commitment to operating with respect and integrity.
• Proficient in Microsoft Office products (Outlook, Word, Excel, PowerPoint).
• Property & Casualty producer license and Benefits License (or ability to get licensed quickly).
• Bachelors’ degree from four-year college or university preferred.

What We Offer

• competitive salary
• PTO & paid holidays
• 401(k) with match
• exclusive discount programs
• health & wellness programs
• The base salary range for this position is $128,000 to $184,000.

In addition to the base salary, this position may be eligible for performance-based incentives.

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.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.