Sr. Account Executive - Private Client Group (Affluent Personal Risk)
$56k - $132kAON
Senior Account Executive
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.
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. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. 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.
AON$90k - $110k
Account Executive, Personal Lines (High-Net-Worth) Join to apply for the... ...in supporting our clients with day-to-day account... ..., coordination of risk control resources, relevant... ...delivers effective group presentations using... ...have High Net-Worth/Private Client experience. Experience...PersonalRiskPrivate clientHourly payFull timeWork at officeLocal area$100k
...to solving our clients' problems and assisting... ..., Fun, Personal Reward, and Inclusive... ...Advisory Group (TAG) is a subsidiary... ...financial and accounting buy-side and... ...A services for private equity, hedge... ...to identify key risks and potential... ...to day-to-day execution matters. ~...PersonalRiskPrivate clientPart timeWork at officeFlexible hours$80k - $105k
...Account Executive, Personal Lines This role blends the sales position and responsibilities... ...enhance relationships with clients, staff, and carriers. The... ...customer's insurance and risk management needs. This role... ...Managers training for private client coverage and carrier...PersonalRiskPrivate clientWork experience placementWork at officeNight shift$70k - $110k
...hybrid remote CA Personal Lines High Net... ..., entertainment clients and business manager... ...retain existing accounts to mitigate client risk and exposure... ...established timelines Execute coverage... ...’ experience in Private Client insurance... ...at The Demarco Group by 2x. #J-18808...PersonalRiskPrivate clientFull timeRemote work$175k - $250k
...Alvarez & Marsal Private Equity... ...to solving our clients' problems and assisting... ..., Fun, Personal Reward, and Inclusive... ..., identify key risks to investment and... ...Operations group is a growing business... ...capability to execute and deliver the... ...and savings accounts, life, AD&D, and...PersonalSeniorRiskPrivate clientFull timePart timeInterim roleFlexible hours$70k
...Ultra high Net Worth client base in the United States. Manage accounts of high net worth... ...strategies with the Private Bankers. Conduct... ...only by referral or personal contact with an individual... ...assess risk when business decisions... ...required for CGMI. Group 1 insurance Education...PersonalSeniorRiskPrivate clientFull timeWork at office$56k - $132k
...Senior Account Executive NFP, an Aon company, is a multiple... ...most significant risk, workforce, wealth management... ...interacts with clients on a day-to-day basis... ...representing high net worth and affluent personal insurance clients.... ...and wholesalers. Sr. level facilitates...PersonalSeniorRiskRemote work$180k - $225k
The Greenridge Group, a prime contractor... ...both public and private sector clients, including... ...and maintain full accountability for performance,... ...budget. Manage and execute multiple... ...potential project risks and develop effective... ...a level of personal care and support...PersonalSeniorRiskPrivate clientFull timeContract workFor contractors$130k - $185k
...with CEOs, Boards, Private Equity and... ...Parthenon’s Strategy and Execution sub service line,... ...Software Strategy Group (SSG) team members... ...strategic advice to our clients to help them make... ...issues and risks relating to a proposed... ...work together in person 40-60% of the time...PersonalSeniorRiskWork experience placementSummer holidayWork at officeFlexible hours3 days per week$83.92k - $125.88k
...Mgmt. (Branch) Sr. Analyst SAFE Act... ...share of the affluent and High Net Worth... ...needs of the client and offer... ...Appropriately assess risk when business... ...judgment regarding personal behavior,... ...~ Insurance Group 1 required. Must... ...Family Group: Private Client Coverage...PersonalRiskPrivate clientFull timeWork at office$83.92k - $125.88k
...Mgmt. (Branch) Sr. Analyst SAFE Act... ...share of the affluent and High Net Worth... ...needs of the client and offer... ...Appropriately assess risk when business... ...judgment regarding personal behavior,... ...role.* Insurance Group 1 required. + Must... ...Family Group:**Private Client Coverage...PersonalRiskPrivate clientFull timeWork at office$78.97k - $126.14k
ACCOUNT MANAGER SENIOR ENT WHAT IS THE OPPORTUNITY? This person is responsible for the day-to‑day... ...time arise. Advises clients of the most... ...positioned to proactively execute on the concepts... ...understanding of risk management and... ...Colleague Resource Groups to support...PersonalSeniorRiskImmediate startRemote work$90k - $105k
Job Title Client Executive - Private Client Services Department... ...high-net-worth personal lines insurance.... ...insurance programs for affluent individuals and... ...closely with Account Managers to ensure... ...Venbrook as a strategic risk partner, not just... ...#J-18808-Ljbffr VBG01 Venbrook Group LLCPersonalRiskPrivate clientWork at officeShift work$250k
...for the area. Citi Private Bank’s objective... ...ultra-high net worth clients in the US.... ...brokerage activity and execute trades seamlessly.... ...Appropriately assess risk when business... ...judgment regarding personal behavior, conduct... ...time Job Family Group Private Client...PersonalRiskPrivate clientFull timeLocal area- ...Vice President - Private Wealth Planner,... ...The Private Client experience at J... ...families ranging from affluent to high- and... ...planning, risk management, and... ...influence, primarily accountants and attorneys... ...situations and personal circumstances;... ...one-on-one and group meetings Strong...PersonalRiskPrivate clientWork at office
$250k
...Invst Counselor Sr Principal is... ...such as clients, government bodies... ...area. The Private Bank at Citi... ...Clients Group and offers a... ...after sales execution (in partnership... ...approach to account planning, focusing... ...Appropriately assess risk when business... ...regarding personal behavior,...PersonalRiskPrivate clientFull timeLocal area$40k - $85k
...built to create value for clients through reputation. With... ...is seeking a Senior Account Executive to join its U.S. Crisis & Risk specialty, a national team... ...opportunities and employee resource groups. #LI-FB1 Burson is an... ...what we do with your personal data when you apply for...PersonalSeniorRiskFull timeWork at office$90k - $135k
Howden is a collective - a group of talented and passionate... ...quality service we offer our clients, and our continued growth,... ...to-day contact for assigned private client accounts, building strong and... ...experience in private client, personal lines, or high-net-worth insurance...PersonalSeniorPrivate clientWork at office$200k - $300k
...convert prospects into clients. Demonstrate an... ...to the Citi Private Bank. Effectively... ...can and cannot be executed on their behalf.... ...client goals and risk tolerance to ensure... ...team goals above personal achievement. Encourage... ...with support groups in Citi Private Bank...PersonalRiskPrivate clientFull time$150k
...to join our team as Senior Account Executives (Closers). This is a closing... ...investor leads into long-term clients. You will work directly with... ...to client objectives and risk tolerance Close new business... ...rollovers Experience working with affluent or high-net-worth clients...SeniorRisk$70k - $200k
...an ultra high net worth client base in the United States. Manage accounts of high net worth investors... ...strategies with Private Bankers. Conduct sophisticated... ...only by referral or personal contact and prohibits seminars... .... Appropriately assess risk, protect the firm’s...PersonalSeniorRiskPrivate client$120k - $180k
...insight to help public and private sector clients tackle complex mobility challenges... ...satisfaction. Manage risk adhering to company policies... .... Leverage your personal expertise and represent Steer... ...sell services across the Steer Group portfolio. Requirements...PersonalRiskPrivate clientLocal areaFlexible hours- ...local offices to offer our clients a comprehensive... ...innovative thinking and personal service. Alliant is changing... ...our clients approach risk management and benefits... ...and/or policies within Private Client Services. Supports... ...and identifies account rounding opportunities....PersonalSeniorRiskPrivate clientWork experience placementWork at officeLocal areaImmediate start
$130k
...to solving our clients’ problems and assist... ...Advisory Group (TAG) is a subsidiary... ...financial and accounting due diligence,... ...A services for private equity, hedge... ...key risks and potential deal... ...for day‑to‑day execution matters. Build... ...off: vacation, personal days, 72 hours...PersonalSeniorRiskPart timeWork at officeWorldwideFlexible hours- ...future. Insurance - Life & Group Transformation -... ...develop business with clients in the life insurance,... ...Monitor progress, manage risk, and keep stakeholders... ...to developing a strong personal brand by staying informed... ...communication skills, including executive presentation skills....PersonalSeniorRiskWork at officeRemote workFlexible hours
$70k - $200k
...an Ultra high Net Worth client base in the United States. Manage accounts of high net worth investors... ...strategies with the Private Bankers. Conduct sophisticated... ...only by referral or personal contact with an... .... Appropriately assess risk when business decisions...PersonalSeniorRiskPrivate clientFull time- ...you. We are hiring a Senior Account Executive ! As a Account Executive... ...prospecting to close for diverse clients across the US Develop and... ...enhance your expertise in risk management. Why Join Us Competitive... ...allowance, gym membership/personal well‑being subsidy. Annual...PersonalSeniorRiskFlexible hoursShift work
$90.8k - $149.8k
...TAAG -Senior When our clients are facing complex finance... ...various technical accounting and financial reporting... ...Technical Accounting Advisory Group (TAAG) group, you will... ...strategy, balancing risk and client expectations... ...roles to work together in person 40-60% of the time over...PersonalSeniorRiskWork experience placementSummer holidayWork at officeFlexible hours$40 - $48 per hour
...focusing on large, strategic accounts (2,000+ employees)... ...(cold outreach, executive engagement, networking,... ...the context of business risk, compliance, and organizational... ...At Cengage Group, we take great pride in... ...as a means of obtaining personal information. Note that...PersonalRiskContract workLive inLocal areaWorldwide$70k - $150k
...Real Estate Advisory Group and gain hands‑on... ...range of public and private entities using all accepted... ...through direct client interaction, including personal & telephone Interviews... ...in Finance, Accounting, Architecture, Engineering... ...the global leader in risk and financial...PersonalSeniorRiskTemporary workLocal areaRelocation package
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr. Account Executive - Private Client Group (Affluent Personal Risk). Be the first to apply!
- senior cloud service delivery manager Los Angeles, CA
- senior business analyst contract Los Angeles, CA
- senior product design engineer Los Angeles, CA
- senior game producer Los Angeles, CA
- senior software manager Los Angeles, CA
- senior creative strategist Los Angeles, CA
- senior manager business analytics Los Angeles, CA
- senior marketing account manager Los Angeles, CA
- senior marketing manager Los Angeles, CA
- senior contracts analyst Los Angeles, CA


