Job Posting Title SVP, Private Client Group, Atlantic Region Sales Leader

Aon plc; Florida; Hybrid; USD 200,000 - 275,000; Full time

Benefits offered by this job

401(k) with match

PTO & paid holidays

Health & wellness programs

Job summary

AON PLC, a leading global professional services firm, is seeking a P&C Private Client leadership role with a focus on high net worth clients. You will oversee a team delivering marketing, service, and risk management for affluent client segments.

The role requires strong sales leadership, client management experience, and excellent communication and presentation skills. Hybrid work from Bethesda, MD is available, with some travel as needed.

Qualifications

• Requires Personal Lines and High Net Worth/PCG client coverage experience.
• P&C Account/Client Management experience with a retail brokerage or independent agency.
• Must read, analyze and reconcile financial reports; strong written communication.
• Proven leadership and supervisory capabilities; mentoring experience.

Responsibilities

• Builds and leads a team to handle marketing, ongoing service, and risk management.
• Leads sales activities with P&C complex clients and prospects.
• Speaks with senior sales leaders to set targets and reviews results; adjust strategies as needed.
• Influences policies and monitors sales teams for compliance.
• Involved in hiring selections and promotions at the regional level.
• Develops plans to increase sales, reduce costs, and improve operations.
• Establishes relationships with key clients, prospects, and carriers.
• Acts as subject matter expert on company products and services.
• Mentors and coaches team members.
• May set policies and monitor offices for compliance.

Skills

P&C Private Client Need

High Net Worth Clients

Client management

Sales leadership

Communication

MS Office proficiency

Public speaking

Education

BA/BS preferred

Master’s degree desirable

Tools

CRM system

Epic

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 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.

Job Summary:

P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty. We are a retail operation for affluent and wealthy individuals and families seeking personal lines products in the United States, parts of Europe, and Canada. Our headquarters are in New York City with offices across the country - specializing in insurance ranging from homeowners and auto to specialty lines, such as aircraft and watercraft.

This is a full-time role with the flexibility of a hybrid work schedule from our Bethesda, MD office. We are open to considering an exceptionally qualified remote candidate. Some travel may be required for business or client deliverables.

Essential Duties and Responsibilities:

• Builds, manages, and leads a team to handle marketing, ongoing service, and risk management.
• Leads sales activities with P&C complex clients and prospects.
• Confers with senior sales leaders on setting targets and reports actual results. Reviews sales results with members of sales team, strategizing changes and troubleshooting problems.
• Influences policies and may monitor sales teams within office to ensure compliance.
• Involved in new hire selections and internal promotions that impact the sales team. May require review with the SVP or other senior leader.
• Develops and initiates plans to increase sales, lower costs, and continuously improve operations.
• Confers with senior management on setting targets and reports actual results.
• Reviews sales results with subordinates, strategizing changes and troubleshooting problems.
• Establishes and maintains relationships with key client and prospect stakeholders and carrier representatives.
• Acts as subject matter authority for company products and services.
• Provides mentoring and coaching to team members.
• May be involved in setting policies and the monitoring of offices within the region to ensure compliance.
• May decide on all new hire selections and internal promotions.

Knowledge, Skills, and/or Abilities:

• When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift
• Must have Personal Lines and High Net Worth/Private Client Group (PCG) client coverage experience
• P&C Account/Client Management experience with a retail brokerage or independent agency
• Familiarity with major markets, such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati. This includes knowledge of their products, appetite and experience with their quoting systems
• Must be able to read, analyze and reconcile financial reports
• Highly professional and self-motivated
• Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, and carriers and interact with a variety of people/personalities
• Proficiency in Outlook, Word, and Excel. Possess technical expertise plus solid analytical and problem-solving skills
• Strong writing skills include clear writing and careful editing for spelling and grammar. The candidate varies writing style to suit needs, presents numeric data effectively, and reads and interprets written information.
• Self-confident to make sound independent decisions and demonstrate strong leadership skills
• Ability to handle situations in a calm, courteous and professional manner
• Commanding presentation and public speaking abilities

Education and/or Experience:

• BA/BS preferred; Master's degree in relevant subject (e.g., business, statistics, math/science, actuarial science) also desirable
• More than 15 years of directly related industry sales experience.
• In addition to familiarity with the major markets as mentioned above, a familiarity with carriers such as Travelers and Progressive as well as The National Flood Ins. Program
• Leadership and supervisory experience, including training or mentorship
• Experience with an agency management system/CRM is required. Fluency with Epic is a plus

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 $200,000-275,000. 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.