Senior HNW Personal Lines Advisor

NFP, an Aon company; Georgia; Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

exclusive discount programs

health & wellness programs

Job summary

NFP, an Aon company, is seeking an Account Executive in Alpharetta, GA with a strong track record in High Net Worth Personal Lines and retail brokerage experience. You’ll manage client relationships, prepare applications and marketing strategy, and act as lead consultant for assigned clients with supervision.

The role offers a hybrid schedule in the Alpharetta office, with potential remote options for qualified candidates. A P&C license and related credentials are preferred.

Qualifications

• Typically more than 5 years of industry and product line experience.
• Recent High Net Worth Personal Lines experience required.
• Recent experience at a retail brokerage or independent agency required.
• Familiarity with major markets, such as AIG, Chubb/ACE, Cincinnati, Berkley One and PURE.
• Experience with Agency Management Systems; EPIC highly preferred.
• BA/BS preferred; HS Diploma or GED required.

Responsibilities

• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Works with the Claims Department on relevant claims for assigned clients.
• Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
• Maintains a follow-up system to ensure policies, endorsements and other information is received to align with requests.
• May direct job activities of the service team.
• Cultivate and sustain effective relationships with carriers and clients through regular contact and client visits. Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.

Skills

Client relations

Communication

Leadership

Analytical thinking

Negotiation

Time management

Education

BA/BS preferred

HS Diploma or GED

Tools

EPIC

Agency Management Systems

Job description

NFP, an Aon company, is seeking an Account Executive in Alpharetta, GA with a strong track record in High Net Worth Personal Lines and retail brokerage experience. You’ll manage client relationships, prepare applications and marketing strategy, and act as lead consultant for assigned clients with supervision.

The role offers a hybrid schedule in the Alpharetta office, with potential remote options for qualified candidates. A P&C license and related credentials are preferred.