Senior Personal Lines Account Executive – NY

AON PLC; New York; Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP, an Aon company, is a leading advisor in property and casualty for affluent clients, with a New York headquarters and nationwide offices. This role sits in the P&C Private Client Group (PCG/affluent lines), serving high-net-worth individuals and families.

The Senior Client Advisor will interact with clients daily, prepare applications and marketing strategies for new business and renewals, and may handle large accounts with significant premiums and revenue. NY experience is essential.

Qualifications

• Experience writing/servicing policies in NY.
• 7+ years of industry experience with servicing.
• Personal Lines/PCG coverage experience.
• Familiarity with major markets (AIG, Chubb/ACE, Cincinnati, Berkley One, PURE).
• Proficiency in Outlook, Word, and Excel.
• CRM experience; EPIC experience desirable.
• BA/BS preferred; high school diploma acceptable with training.

Responsibilities

• Build and maintain relationships with carriers and clients.
• Inform clients on industry trends and regulatory issues.
• Negotiate terms, coverage limits, and pricing with carriers.
• Collaborate with Claims on relevant client claims.
• Ensure accurate policy information and endorsements.
• Oversee daily activities of Coordinators and Account Managers.
• Travel to meet clients as required.

Skills

Client relationship management

Negotiation

Communication

Leadership

Analytical skills

Time management

Travel readiness

Education

BA/BS preferred

High School diploma or equivalent

Tools

Outlook

Word

Excel

CRM (EPIC desired)

Job description

NFP, an Aon company, is a leading advisor in property and casualty for affluent clients, with a New York headquarters and nationwide offices. This role sits in the P&C Private Client Group (PCG/affluent lines), serving high-net-worth individuals and families.

The Senior Client Advisor will interact with clients daily, prepare applications and marketing strategies for new business and renewals, and may handle large accounts with significant premiums and revenue. NY experience is essential.