Senior Account Executive - Private Client Group (HNW Personal Lines)
$56k - $132kNFP, an Aon company
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, visit 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. The role involves preparing applications, specifications and marketing strategies for new business as well as renewals of assigned clients. This individual will act as lead consultant and primary point of contact for clients, working on large, complex accounts with significant premiums and multifaceted coverages. Essential Duties And Responsibilities Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers. Facilitate requests and needs of carriers on behalf of NFP's clients. Work with the Claims Department on relevant claims for assigned clients. Provide expertise in multi‑line accounts with complex coverages, including retrospective rating plans for large lines and foreign packages. Maintain a diary (follow‑up system) to ensure policies, endorsements and other information are received to comply with requests. Supervise and direct daily job activities of 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 industry trends and events, including state and federal regulatory issues. Knowledge, Skills, And/or Abilities Excellent written communication skills – clear writing, editing for spelling and grammar, varied writing style to meet needs, presentation of numeric data. Self‑confidence to make sound independent decisions. Ability to interact successfully with a variety of people and personalities. Strong leadership skills. Ability to read, analyze and reconcile financial reports. 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 of 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 Competitive salary ranging from $56,000 to $132,000, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs. Base salary determined by experience, credentials, education, certifications, skill level, scope and geographic location. Position may be eligible for performance‑based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr NFP, an Aon company
$130k - $200k
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...of Middle Market clients, this role will serve... ...to key client groups by providing strategic... .../retain existing accounts and develop new... ...accordingly Schedule personal client meetings at... ...of Personal Lines client management... ...is the 9th largest privately held US brokerage...Private clientHourly pay- JPMorganChase is seeking a relationship manager in Portland, OR responsible for managing high-net worth client relationships by providing top-notch service and tailored advice. The ideal candidate will have a minimum of five years in financial services and must hold licenses...SeniorPrivate clientHigh net worth
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