Personal Risk- Client Exec./Sales Advisor (MN or remote)
$55k - $75kAON
Posting 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: Job Summary: This is a full-time role offering a hybrid schedule from our St. Paul or Plymouth, MN offices. Comprehensive experience with P&C markets in the Twin Cities Region is required. Some travel within the region is expected. We will consider remote candidates who are experienced in the regional market and able to meet all deliverables and travel requirements. The Personal Risk Client Executive/Sales Advisor is P&C licensed and experienced in all facets of Personal Insurance, including proven sales skills. This New Business Department is a sales team whose primary role is to advise and deliver personal insurance products tailored to the specific needs of the prospective insured. In this role, you will be provided with leads from any/all non-solicited personal new business opportunities and or referrals presented to NFP. The expedited process of a Client Executive/Sales Advisor is conducted through a single-point-of-contact process, ensuring efficiency for the prospective insured while providing advice and creating an educated buying experience. Strong computer skills along with effective verbal, written and electronic communications are required. You should be able to perform within a team environment and build long-lasting relationships with agency partners, company leadership and staff. How this benefits you:
- You control the sale from start to finish, which means you control the client experience.
- You’re not dependent on a Producer to close or bind business.
- You stay focused on new business, not service work.
- You build deep carrier relationships, strengthening your placement expertise.
- You operate with autonomy, backed by a strong service infrastructure.
- Understand various Carrier Appetites and Carrier Websites.
- Work closely with Carrier Underwriters to determine risk placement.
- Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes.
- Complete policy correspondence delivery according to agency guidelines and procedures.
- Build and maintain effective working relationships with co-workers, supervisors, and carrier representatives.
- Assist with special projects as assigned by management.
- Experience in P&C Personal Lines client-facing sales, along with knowledge of coverage needs.
- Comprehensive experience with P&C markets in the Twin Cities Region.
- Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners.
- Ability to work independently and anticipate client and team needs.
- Effective time management and decision-making skills.
- Strong leadership and diligent follow-through skills.
- Ability to negotiate and express ideas clearly in both written and oral communications.
- Proficiency in MS Office suite, CRM- EPIC preferred, MS Teams.
- Influential presentation and public speaking abilities.
- Self-confident to make sound independent decisions.
- Ability to successfully interact with a variety of people/personalities.
- Ability to travel, approx. 5% with Central region
- A bachelor’s degree preferred.
- HS Diploma or GED is required with additional learning/certifications
- More than 3 years of licensed Personal Lines related industry sales and service experience
- Property & Casualty Broker’s License required upon hire
- CPCU, CPRIA, CAPI or other P&C designation preferred
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