Senior Private Equity Relationship Manager

NFP, an Aon company; Chicago (IL); Sur place; USD 128 000 - 184 000; Plein temps

Avantages offerts par ce poste

Competitive salary

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Résumé du poste

NFP, an Aon company, is seeking an experienced relationship management professional to focus on strategic relationship management and retention of Mid-Market core clients. This role centers on serving as the primary contact, expanding client partnerships, and driving revenue growth through cross-sell opportunities. Location: Chicago (preferred).

Travel ~25%–40% with in-person client visits required. 10+ years of relationship management experience with private equity or similar clients is

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.
• Naturally anticipates and analyzes problems and information to proactively solve problems through critical thinking, team networking, and sound business decisions.
• Proficiency in Microsoft Office products (Outlook, Word, Excel, PowerPoint).
• Property & Casualty producer license and Benefits License (or ability to get licensed quickly).
• Bachelor's degree from four-year college or university preferred.

Responsabilités

• Manage the overall relationship with assigned Mid-Market core clients, developing and engaging multiple relationships.
• 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 effective collaboration, client advocacy, and trust.
• Develop knowledge of internal operations to solve client needs efficiently and effectively.
• Maintain accurate records of client contacts and products using account management software.
• Drive revenue growth through a strategic consultative sales plan with the producer, including cross-sell opportunities.
• Lead client account teams and own the success of client and colleague relationships.
• Contribute to the client team’s service strategy and establish quality standards.
• Demonstrate understanding of insurance products, coverage, trends, and program design.
• Develop expertise in assigned client industry and engage in continuing education.
• Produce annual or semi-annual stewardship reports highlighting efforts over the past year.
• Establish and execute the formal NFP strategic relationship management cadence.
• Seek annual client feedback and grading on NFP’s performance.
• Travel 25%-40%; in-person client visits required at least twice a year.

Connaissances

Relationship Management

C-suite liaison

Project Management

Time Management

Entrepreneurial Mindset

Customer Service

Problem Solving

Team Collaboration

MS Office

Licensing: P&C / Benefits

Formation

Bachelor's degree preferred

Description du poste

NFP, an Aon company, is seeking an experienced relationship management professional to focus on strategic relationship management and retention of Mid-Market core clients. This role centers on serving as the primary contact, expanding client partnerships, and driving revenue growth through cross-sell opportunities. Location: Chicago (preferred).

Travel ~25%–40% with in-person client visits required. 10+ years of relationship management experience with private equity or similar clients is