Senior Private Client Insurance Strategist

NFP Corp; Los Angeles (CA); On-site; USD 56,000 - 132,000; Full time

Benefits offered by this job

Health & wellness programs

401(k) with match

PTO & paid holidays

Exclusive discount programs

Job summary

NFP Corp in Los Angeles, CA is seeking a Senior Account Executive who will develop and maintain client and carrier relationships, prepare applications and marketing strategies for new business and renewals, and serve as lead consultant with minimal supervision on complex lines.

The role may handle large, high-premium accounts including Personal Risk and Private Client, working with carrier markets to tailor insurance solutions for affluent clients.

Qualifications

• BA/BS preferred
• 8+ years industry experience
• Property & Casualty Broker's License required
• CIC, CPCU or other P&C designation preferred

Responsibilities

• Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Facilitate requests and needs of carriers on behalf of clients.
• Coordinate with Claims on relevant claims for assigned clients.
• Handle multi-line accounts with sophisticated coverages and retrospective rating plans.
• Maintain follow-up diary to align information with requests.
• Possibly supervise Coordinators, Account Managers and Account Executives.
• Build and maintain Carrier/client relationships through regular contact.
• Inform clients of industry trends and regulatory issues.
• Develop marketing strategies for Personal Risk and Private Client accounts, including high-net-worth portfolios.
• Market new and renewal business to carriers; evaluate coverage options.
• Collaborate with producers and underwriters to address exposures of affluent clients.
• Stay informed of market conditions to support client retention and growth

Skills

Excellent written communication

Independent decision making

People interaction

Leadership

Financial acumen

Analytical/problem-solving

Calm, courteous professionalism

Education

BA/BS preferred

Job description

NFP Corp in Los Angeles, CA is seeking a Senior Account Executive who will develop and maintain client and carrier relationships, prepare applications and marketing strategies for new business and renewals, and serve as lead consultant with minimal supervision on complex lines.

The role may handle large, high-premium accounts including Personal Risk and Private Client, working with carrier markets to tailor insurance solutions for affluent clients.