Senior Private Equity Client Relationship Executive

NFP, an Aon company; Chicago (IL); On-site; USD 128,000 - 184,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

NFP, an Aon company, is seeking an experienced Relationship Management professional for Mid-Market core clients in the Chicago area. You will manage key relationships, act as the primary client liaison, and drive cross-sell opportunities while partnering with producer teams.

Travel up to 25%-40% is expected; excellent interpersonal, project management and communication skills are essential to deliver premium client service and sustainable revenue growth.

Qualifications

• 10+ years' experience in relationship management with face-to-face private equity (or similar) client experience.
• Exceptional interpersonal skills capable of interacting with private equity and C-suite clients to cultivate strong relationships through effective communication and trust.
• Elite project management, communication, and presentation skills.
• Manages time effectively through excellent organization, time-management, and multi-tasking skills.
• Entrepreneurial attitude with natural ability to take ownership of overall success of client relationships.
• Commitment to delivering exceptional customer service and results.
• Dedication to working in collaborative, team-oriented environment with a commitment to operating with respect and integrity.
• Proficient in Microsoft Office products (Outlook, Word, Excel, PowerPoint).
• Property & Casualty producer license and Benefits License (or ability to get licensed quickly).
• Bachelors’ degree from four-year college or university preferred

Responsibilities

• Manage the overall relationship with assigned Mid-Market core clients, developing multiple relationships within and across the client organization.
• Serve as the client’s primary point of contact and communication conduit for NFP; keep client producer informed at all times.
• Cultivate internal and external relationships to establish collaboration, client advocacy, and trust.
• Develop knowledge of internal operations to solve client needs efficiently.
• Maintain accurate records of client contacts and products using account management software.
• Drive revenue growth through strategic sales planning and cross-sell opportunities.
• Lead client account teams and own the success of client relationships.
• Contribute to the client team’s service strategy and quality standards.
• Understand insurance program structure, coverage and industry trends.
• Develop expertise in assigned client industry and NFP resources; pursue continuing education.
• Produce stewardship reports detailing NFP efforts over the past year.
• Execute the formal relationship management cadence and seek annual client feedback.
• Travel to visit clients and engage in development activities; travel ~25%-40%; in-person meetings at least twice yearly.

Skills

Relationship management

Interpersonal skills

Project management

Time management

Entrepreneurial attitude

Customer service

Critical thinking

Team collaboration

Microsoft Office

Education

Bachelors degree

Tools

Microsoft Office

Job description

NFP, an Aon company, is seeking an experienced Relationship Management professional for Mid-Market core clients in the Chicago area. You will manage key relationships, act as the primary client liaison, and drive cross-sell opportunities while partnering with producer teams.

Travel up to 25%-40% is expected; excellent interpersonal, project management and communication skills are essential to deliver premium client service and sustainable revenue growth.