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Affluent Personal Insurance Account Executive (MD or Northeast-Remote) - Military Veterans

at NFP

NFP Corp





To apply for this position please CLICK HERE

Who We Are  

NFP is a seven-time Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We’re a recognized Elite Agency award winner and a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. NFP provides solutions enabling client success through the expertise of over 7,000 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors and financial institutions. To learn more, please visit: https://www.NFP.com. 

 Summary of Role: 

The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from their Supervisor.  You will manage a book of business and take on the role of lead consultant and primary point of contact for your assigned clients.  The Account Executive may have revenue goals and/or client retention targets.

This is a full-time role with the flexibility of a hybrid schedule from our Bethesda, MD office or one of our VA or DC offices. We will consider a remote option for other highly qualified candidates, with experience in HNW market with established key carrier relationships. EST zone work schedule is required.

Essential Duties and Responsibilities:


  • Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.

  • Works with the Claims Department on relevant claims for assigned clients.

  • Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.

  • Maintains a follow-up system to ensure policies, endorsements and other information is received to comply with requests

  • May supervise or direct the daily job activities of the Coordinators and Account Managers.

  • 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

  • Strong attention to detail, decision-making skills and problem resolution

Education and/or Experience: 


  • BA/BS preferred. HS Diploma or GED required

  • Typically more than 5 years of industry and product line experience

  • Experience with CRMs; EPIC highly preferred

Certificates, Licenses, Registration:


  • P&C Insurance License required upon hire

  • CIC, CPCU, CPRIA, CPRM 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.  

NFP and You... Better together!  

NFP is an inclusive Equal Employment Opportunity employer.   

 

NFP is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state or local law. The Company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It’s expected that all of our employees are aware of this policy and that they create an environment that’s sensitive and respectful to all individuals.

Washington, DC

NFP
NFP

NFP is a leading insurance broker and consultant providing specialized property and casualty, benefits, wealth management, and retirement planning.

We’re a six-time Best Places to Work award winner in Business Insurance and a recognized Elite Agency award winner named as a Top Employee Benefits Firm. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations.

Our teams strive to embody excellence in everything we do — and we’re proud to be recognized for the fruits of our labor.

Our vision isn't all about the numbers. But we've found that our reputation as an exceptional provider of personal and corporate consultative services hasn't gone unnoticed. We're proud to say that we're the:

  • #2 Retirement plan aggregator firm, InvestmentNews
  • #5 Largest benefits broker by global revenue, Business Insurance
  • #7 Largest U.S.-based privately owned broker, Business Insurance
  • #9 Best place to work in insurance, Business Insurance
  • #10 Largest property & casualty agency, Insurance Journal
  • #10 Commercial lines agency, Insurance Journal
  • #13 Global insurance broker, Best's Review
  • #13 Largest broker of U.S. business, Business Insurance

We’re also 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.

NFP and You... Better together!

NFP is an inclusive Equal Employment Opportunity employer.

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