Remote Affluent Personal Lines Account Executive

Aon; New York (NY); Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

PTO and holidays

401(k) with match

Health & wellness programs

Discount programs

Remote work option

Job summary

NFP, an Aon company, is seeking an Affluent Personal Lines Account Executive (remote) to serve high-net-worth clients in NY and beyond. You will lead consultations, prepare applications, and craft marketing strategies for new business and renewals, managing a growing book of business around $350k in revenue.

The role supports our Long Island-South Hampton, NY Office with a remote option for experienced Personal Risk/HNW servicing; NY policy experience is required.

Qualifications

• Experience writing/servicing NY policies.
• 7+ years of industry experience including servicing.
• Personal Lines/PCG coverage experience required.
• Proficiency in Outlook, Word and Excel.
• CRM experience; EPIC highly desired.
• BA/BS preferred; high school diploma with additional training acceptable.

Responsibilities

• Build and maintain strong relationships with carriers and clients through regular contact and visits.
• Keep clients informed of industry trends and regulatory issues.
• Negotiate terms, coverage limits, and pricing with carriers and wholesalers.
• Coordinate with Claims Department on relevant claims for clients.
• Maintain accurate data, endorsements and information to avoid E&O claims.
• Direct daily activities of Coordinators and Account Managers.

Skills

Written communication

Self-starter

Interpersonal skills

Negotiation

Leadership

Analytical skills

Problem solving

Attention to detail

Travel

Overtime

Education

BA/BS preferred

High school diploma or equivalent

Tools

Outlook

Word

Excel

CRM

EPIC

Job description

NFP, an Aon company, is seeking an Affluent Personal Lines Account Executive (remote) to serve high-net-worth clients in NY and beyond. You will lead consultations, prepare applications, and craft marketing strategies for new business and renewals, managing a growing book of business around $350k in revenue.

The role supports our Long Island-South Hampton, NY Office with a remote option for experienced Personal Risk/HNW servicing; NY policy experience is required.