VP, Broker - Financial Institutions Group

Aon; New York (NY); Hybrid; USD 150,000 - 170,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Discount programs

Job summary

NFP, an Aon Company, is seeking a skilled Broking Leader in New York to coordinate renewals, negotiate with major carriers, and steer complex client placements. You will guide submissions, analyze quotes, and present clear recommendations to clients and prospects.

The role requires seven years of insurance experience, strong leadership, and a proven ability to build trusted relationships with carriers and wholesale partners. Hybrid work model with competitive compensation.

Qualifications

• Bachelor's degree or equivalent experience required.
• Seven years insurance experience required.
• Team leadership experience a plus.

Responsibilities

• Proactively coordinate and handle broking around the renewal cycle.
• Demonstrate exceptional negotiation skills with senior audiences.
• Complete client/prospect placements with focus on financial and non-financial outcomes.
• Collaborate on submissions, carrier queries, and marketing proposals.
• Develop solutions for difficult placement scenarios and lead processes to improve client satisfaction.
• Lead team in preparing proposal presentations for clients.
• Support team in responding to client queries and resolving issues.
• Prepare detailed coverage analyses, reports, and letters under supervision.
• Build productive relationships with carriers, wholesalers, and internal teams.
• Oversee accuracy of client and policy information in Epic.
• Drive data analytics to provide program insights for clients and broking team.
• Advance client stewardship to enhance relationships.

Skills

Leadership

Written and verbal communication

Brokerage fundamentals

Organizational skills

Team collaboration

Analytical skills

Technical proficiency

Microsoft Office

Epic (AMS) experience

Education

Bachelor's degree or equivalent experience

Seven years insurance experience

Team leadership experience a plus

Tools

Epic (AMS)

Microsoft Office Suite

Job description

Posting Description

Who We Are

NFP, an Aon Company, is a multi-year 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: .

What You'll Be Doing

• Proactively coordinate and handle broking around the renewal cycle in accordance to NFP's service model standards and timelines
• Demonstrate exceptional negotiation skills - capable of interacting with audiences of various seniority within client, carrier, wholesale and specialty organizations; effectively manage difficult scenarios and collaborate with Broking Team Leader on alternatives and solutions
• Complete client/prospect placements demonstrating an unmistakable command of the risk to be placed and a clear focus on driving the optimal outcome in both financial and non-financial terms
• Collaborate with team and client to ensure complete and timely submissions, respond to carrier queries, compile and analyze carrier quote proposals, and present clients with a clear summary of the marketing process and a proposal with recommendations
• Develop creative solutions to effectively address difficult placement scenarios; lead the process and drive outcomes to enhance customer satisfaction around key deliverables
• Lead team members in preparation of proposal presentations for existing and prospective clients
• Support team members in responding to client queries and concerns to resolve issues promptly
• Prepare detailed and complex coverage and policy comparisons, diagnostics, consolidated coverage/policy analyses, letters, and reports under the direction of the Broking Team Leader
• Develop strong, productive, trustful and resilient relationships with carrier and wholesale partners and their staff, NFP local office teams and NFP Producer teams nationwide
• Provide oversight and ensure the accuracy of client and policy information in NFP's Epic agency management system
• Drive deployment of data and analytics to provide meaningful program insight for clients and the broking team
• Develop differentiated client services through a thoughtful and sound execution of the client stewardship process that enhances the quality of client relationships
• Lead by example in completing NFP's broking strategies, including strategic carriers, panels, and preferred wholesaler utilization
• Build and maintain detailed knowledge of insurance marketplace, products and services

Who You Are

• Excellent leadership and portfolio management skills
• Excellent written and verbal communication skills
• Sound understanding of broker operating fundamentals and financials
• Excellent organizational skills with ability to adjust to changing workload, work complexity and priorities
• Ability to work collaboratively as a key team member and coach to junior team members
• Strong attention to detail with strong analytical skills, both quantitative and qualitative
• Proven technical competency and creativity demonstrating excellence in creating and delivering innovative property and casualty solutions
• Proficient in Microsoft Office Suite
• Experience with Epic (AMS) a plus

Education And/or Experience

• Bachelor's degree or equivalent experience
• Minimum seven years insurance experience
• Team leadership experience a plus

Certificates, Licenses, Registration

• P&C License required or obtained within 90 days of employment
• Advanced industry designation(s) (e.g. CPCU, CIC, ARM) 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 $150,000 - $170,000. 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 and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.

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