Personal Risk Sales Advisor (hybrid VT or upstate NY)

NFP, an Aon company; Rutland (VT); Hybrid; USD 45,000 - 68,000; Full time

Benefits offered by this job

Competitive salary

PTO and paid holidays

401(k) with match

Health and wellness programs

Job summary

A leading insurance firm is seeking a Personal Risk Sales Advisor to provide customized personal insurance solutions. This hybrid role requires a Property & Casualty license and at least 3 years of experience in personal lines insurance. You will work closely with underwriters and maintain effective relationships while utilizing the EPIC system for accurate quotes. A competitive salary range of $45,000 – $68,000, along with commissions, is offered.

Qualifications

• Licensed in Property & Casualty insurance.
• Minimum of 3 years of experience in P&C insurance.
• Experience in personal lines/risk insurance sales is required.

Responsibilities

• Advise on personal insurance products tailored to needs.
• Work closely with Carrier Underwriters.
• Utilize the EPIC system for quotes.

Skills

Sales skills

Knowledge of Carrier Appetites

Effective communication

Education

P&C License

3 or more years of P&C experience

Tools

EPIC agency management system

Job description

Personal Risk Sales Advisor (hybrid VT or upstate NY)

Join NFP, an Aon company, as a Personal Risk Sales Advisor. We are a multiple Best Places to Work award winner in Business Insurance and have earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine.

Who We Are
NFP, an Aon company, is an organization of consultative advisors and problem solvers. We help companies and individuals address their most significant risk, workforce, wealth management, and retirement challenges through custom solutions and a people-first approach.

Summary Of Role
The Personal Risk Sales Advisor is Property & Casualty licensed and experienced in all facets of Personal Insurance, including proven sales skills. This role advises and delivers personal insurance products tailored to specific needs of the prospective insured.

Essential Duties And Responsibilities

• Knowledge of various Carrier Appetites and Carrier Websites
• Work closely with Carrier Underwriters to determine risk placement
• Utilize EPIC agency management system, rating system, and carrier websites to provide accurate, timely quotes
• Execute policy correspondence delivery per agency guidelines and procedures
• Establish and maintain effective working relationships with co-workers, supervisors, and carrier representatives
• Assist with special projects as assigned by management

Education And/or Experience

• P&C License required upon hire
• 3 or more years of P&C experience is required
• Experience in personal lines/risk insurance sales, underwriting, or account management is required
• Demonstrated experience and knowledge of various PL carriers
• Experience with EPIC or other agency management systems preferred

What We Offer
NFP is proud to offer a competitive salary, PTO, and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. The base salary range for this position is $45,000 – $68,000 plus commission on new business.

NFP is an inclusive Equal Employment Opportunity employer.