Client Executive, Private Equity Group

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

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

NFP, an Aon company, is seeking an experienced Relationship Management professional for Mid-Market core clients in the Chicago area. You will manage key relationships, act as the primary client liaison, and drive cross-sell opportunities while partnering with producer teams.

Travel up to 25%-40% is expected; excellent interpersonal, project management and communication skills are essential to deliver premium client service and sustainable revenue growth.

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.
• 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

Responsibilities

• Manage the overall relationship with assigned Mid-Market core clients, developing multiple relationships within and across the client organization.
• 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 collaboration, client advocacy, and trust.
• Develop knowledge of internal operations to solve client needs efficiently.
• Maintain accurate records of client contacts and products using account management software.
• Drive revenue growth through strategic sales planning and cross-sell opportunities.
• Lead client account teams and own the success of client relationships.
• Contribute to the client team’s service strategy and quality standards.
• Understand insurance program structure, coverage and industry trends.
• Develop expertise in assigned client industry and NFP resources; pursue continuing education.
• Produce stewardship reports detailing NFP efforts over the past year.
• Execute the formal relationship management cadence and seek annual client feedback.
• Travel to visit clients and engage in development activities; travel ~25%-40%; in-person meetings at least twice yearly.

Skills

Relationship management

Interpersonal skills

Project management

Time management

Entrepreneurial attitude

Customer service

Critical thinking

Team collaboration

Microsoft Office

Education

Bachelors degree

Tools

Microsoft Office

Job description

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

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $128,000 to $184,000. 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. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.