Commercial Lines, Sr. Account Executive (remote)

Socket.dev; California (MO); Hybrid; USD 100,000 - 115,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Discount programs

Health & wellness programs

Performance-based incentives

Job summary

NFP, an Aon company, seeks an experienced Commercial Lines Senior Account Executive to manage an assigned book of business and act as a strategic advisor. You will partner with the Account Management Team to grow and renew client relationships, presenting coverage options and coordinating with carriers to secure favorable terms.

The role supports remote or hybrid work arrangements, with travel 2–3 times per year to client meetings or offices. Strong industry background and licensing are required.

Qualifications

• Property & Casualty Broker’s License required upon hire; CPCU or similar designation preferred.
• Bachelor’s degree preferred; High School Diploma or equivalent required.
• 10+ years of industry experience with a strong background in commercial insurance; prior retail brokerage experience required.
• Advanced MS Office skills, to include Excel, Word, Powerpoint

Responsibilities

• Lead primary client relationship and development of customer service plan. Maintain a focus on growth and retention of assigned book of business.
• Establish and maintain a high level of trust with clients through consistent contact and proactive resolution of any actionable serving items, questions or concerns.
• Initiate client meeting to strategize for the renewal marketing process. Advise on the best coverage alternatives.
• Review ownership and management contracts, property leases and other contractual documents to gather important information and insurance requirements for compliance purposes.
• Discuss and negotiate coverage and related pricing with carriers based on client exposures and claims history.
• Prepare renewal submissions and conduct renewal presentations with clients.
• Coordinate with underwriters/carriers to obtain the most comprehensive quotes by target timelines.

Skills

Commercial Property & Casualty

Relationship management

Communication skills

Negotiation

Travel readiness

Education

Property & Casualty Broker’s License

Bachelor’s degree preferred

Tools

EPIC systems

MS Office

Job description

Posting Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the world 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.

Summary of Role:

We are seeking an experienced Commercial Lines, Senior Account Executive Executive with generalist coverage experience. You will be the relationship manager and strategic advisor on an assigned book of business. You will work with the Account Management Team to manage your book of business. You will strategize in cross-selling/rounding out coverages and work to ensure a seamless renewal process for clients and effectively deliver the resources of NFP to our clients. You will provide authoritative guidance on all commercial coverage lines You should be comfortable conducting presentations and client meetings. Partner with the Team to prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients. Work is completed with a significant amount of independent discretion!

This is a full-time remote position or hybrid from one of our offices. Candidates would ideally be in the mid-Atlantic or East Coast for the ability and feasibility for occasional travel to client meetings or our designated offices if required.

Essential Duties and Responsibilities:

• Lead primary client relationship and development of customer service plan. Maintain a focus on growth and retention of assigned book of business.
• Establish and maintain a high level of trust with clients through consistent contact and proactive resolution of any actionable serving items, questions or concerns.
• Initiate client meeting to strategize for the renewal marketing process. Advise on the best coverage alternatives.
• Able to review ownership and management contracts, property leases and other contractual documents to gather important information and insurance requirements for compliance purposes.
• Will discuss and negotiate coverage and related pricing with carriers and wholesalers based on in depth understanding of client’s exposures and historical claims.
• Prepare renewal submission based on strategy client meeting results, including loss analysis, changes in exposure/operations and recommended coverage options. Conduct renewal presentation with clients either individually or with other members of the team.
• Strong knowledge of Marketing/Underwriting Process including selecting appropriate markets based on appetite, presenting the clients operational story in the best light to the underwriter, summarizing historical claims, documenting carrier clearance. Continuing high-level and consistent carrier/wholesale communication to obtain the most comprehensive quote by the target timeline.
• Be a strategic negotiator to obtain comprehensive coverage and most competitive premium,
• Develop strong relationships with business partners including carrier underwriters, wholesalers and any other professional service providers.
• Ability to travel 2-3 times a year or as required for client or other meetings.

Organizational and Personal Development:

• Set priorities and manage workflow and timelines to ensure goals are met
• Document correspondence, electronic documents and all pending activities within the Management Operating System
• Engage and encourage consistent professional communication with clients, carriers and staff
• Stay informed with industry insurance information, training, new available markets or technologies and changing legislation affecting the eldercare industry
• Provide mentorship and oversight of account Associates and Account managers as assigned. Provide oversight of their client servicing tasks, including Pre-Renewal and Post-binding work, etc.
• Should have potential and desire to grow into a staff leadership/mentor function

Knowledge, Skills, and/or Abilities:

• Deep knowledge of Commercial Property & Casualty insurance required.
• Proven ability to collaborate effectively within a team-based service model to drive client outcomes. Strong relationship-building skills.
• Excellent written and verbal communication skills, with the ability to present complex concepts.
• Familiarity with EPIC or other agency management systems preferred. Strong analytical, problem-solving, and decision-making capabilities.
• Adaptable and meticulous with the ability to manage multiple priorities in a fast-paced environment.
• Highly organized with excellent time management and planning skills. Strong relationship-building skills with both internal stakeholders and external partners.
• Maintain a professional and secure remote work environment and high-speed internet.

Education and/or Experience:

• Property & Casualty Broker’s License required upon hire; CPCU or similar designation preferred.
• Bachelor’s degree preferred; High School Diploma or equivalent required.
• 10+ years of industry experience with a strong background in commercial insurance is ideal. Prior retail brokerage experience required.
• Advanced MS Office skills, to include Excel, Word, Powerpoint

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 $100,000 -115,000. 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-basis. In addition to the base salary, this position may be eligible for performance-based incentives.

• competitive salary
• PTO & paid holidays
• 401(k) with match
• exclusive discount programs
• health & wellness programs
• and more
• performance-based incentives

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us [e-mail] your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.