Senior Account Executive - Private Client Group (HNW Personal Lines)

NFP, an Aon company; Portland (OR); Vor Ort; USD 56.000 - 132.000; Vollzeit

Benefits dieser Stelle

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Zusammenfassung

A leading insurance consulting firm in Portland is looking for a Senior Account Executive. The selected candidate will interact with clients, managing complex accounts and negotiating terms with carriers. This role demands strong communication and leadership skills, with a focus on building relationships and providing expertise on multi-line accounts. A Property & Casualty Broker's License is required. The salary ranges from $56,000 to $132,000, along with competitive benefits including PTO and 401(k).

Qualifikationen

• More than 8 years of industry and product line experience required.
• Property & Casualty Broker's License required.
• CIC, CPCU or other P&C designation preferred.

Aufgaben

• Negotiate terms and pricing with carriers and wholesalers.
• Build and maintain relationships with carriers and clients.
• Supervise daily job activities of coordinators and account managers.
• Keep clients informed about industry trends and regulatory issues.

Kenntnisse

Excellent written communication skills

Self-confidence

Strong leadership skills

Ability to read, analyze and reconcile financial reports

Analytical and problem-solving skills

Ausbildung

BA/BS preferred

Jobbeschreibung

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, visit https://www.NFP.com.

Summary

The Senior Account Executive interacts with clients on a day‑to‑day basis while developing and maintaining relationships with both client and carrier representatives. The role involves preparing applications, specifications and marketing strategies for new business as well as renewals of assigned clients. This individual will act as lead consultant and primary point of contact for clients, working on large, complex accounts with significant premiums and multifaceted coverages.

Essential Duties And Responsibilities

• Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Facilitate requests and needs of carriers on behalf of NFP's clients.
• Work with the Claims Department on relevant claims for assigned clients.
• Provide expertise in multi‑line accounts with complex coverages, including retrospective rating plans for large lines and foreign packages.
• Maintain a diary (follow‑up system) to ensure policies, endorsements and other information are received to comply with requests.
• Supervise and direct daily job activities of Coordinators, Account Managers and Account Executives.
• Build and maintain strong relationships with carriers and clients through regular contact and client visits.
• Keep clients apprised of industry trends and events, including state and federal regulatory issues.

Knowledge, Skills, And/or Abilities

• Excellent written communication skills – clear writing, editing for spelling and grammar, varied writing style to meet needs, presentation of numeric data.
• Self‑confidence to make sound independent decisions.
• Ability to interact successfully with a variety of people and personalities.
• Strong leadership skills.
• Ability to read, analyze and reconcile financial reports.
• Technical expertise plus good analytical and problem‑solving skills.
• Ability to handle situations in a calm, courteous and professional manner.

Education And/or Experience

• BA/BS preferred.
• Typically more than 8 years of industry and product line experience.

Certificates, Licenses, Registration

• Property & Casualty Broker's License required.
• CIC, CPCU or other P&C designation preferred.

What We Offer

Competitive salary ranging from $56,000 to $132,000, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs. Base salary determined by experience, credentials, education, certifications, skill level, scope and geographic location. Position may be eligible for performance‑based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.