Sr. Account Executive - Private Client Broking Specialist

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

Job summary

NFP, an Aon company, is seeking a Senior Account Executive to manage client relationships and coordinate with carriers on complex multi-line accounts. The role involves preparing applications, specifications and marketing strategies for new business and renewals with limited supervision.

Candidates typically bring 8+ years in the industry, a Property & Casualty Broker's License, and strong leadership, communication and analytical skills.

Qualifications

• BA/BS preferred.
• Typically more than 8 years industry and product line 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.
• Sr. level facilitates requests and needs of the carriers on behalf of NFP's clients.
• Works with the Claims Department on relevant claims for assigned clients.
• Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages.
• Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests.
• May supervise and direct the daily job activities of the Coordinators, Account Managers and Account Executives.
• Build and maintain strong 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

Leadership

Client communication

Analytical ability

Problem solving

Financial analysis

Education

BA/BS degree

Job description

Who We Are

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary

The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little to no supervision from their supervisor on difficult lines. The Senior Account Executive may work on large, complex accounts with large premiums and multifaceted coverages.

Essential Duties And Responsibilities

• Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
• Sr. level facilitates requests and needs of the carriers on behalf of NFP's clients.
• Works with the Claims Department on relevant claims for assigned clients.
• Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages.
• Maintains a diary (follow-up system) to ensure policies, endorsements and other information is received to comply with requests.
• May supervise and direct the daily job activities of the Coordinators, Account Managers and Account Executives.
• Build and maintain strong 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.

Knowledge, Skills, And/or Abilities

• Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
• Self-confident to make sound independent decisions.
• Ability to successfully interact with a variety of people/personalities.
• Strong leadership skills.
• Must be able to read, analyze and reconcile financial reports.
• Possess technical expertise plus good analytical and problem-solving skills.
• Ability to handle situations in a calm, courteous and professional manner.

Education And/or Experience

• BA/BS preferred.
• Typically more than 8 years industry and product line experience.

Certificates, Licenses, Registration

• Property & Casualty Broker's License required.
• CIC, CPCU or other P&C designation preferred.

What We Offer

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $56,000 to $132,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP is an inclusive Equal Employment Opportunity employer.