Personal Lines Client Executive, P&C License Required (Hybrid/Remote: Mid-A

Personal Risk Client Executive

The Personal Risk Client Executive is P&C licensed and experienced in all facets of Personal Insurance, including proven sales skills. Your primary role is to advise and deliver personal insurance products tailored to the specific needs of the prospective insured. In your role, you will be responsible for both generating new business opportunities and driving sales within the insurance sector for personal lines. You may also be provided with leads from non-solicited personal new business opportunities and or referrals presented to NFP. The expedited process of a Client Executive 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 lasting relationships with agency partners, company leadership and staff.

The ideal candidate for this role is someone with P&C insurance new business production experience.

This is a full-time role offering a hybrid schedule from any of our Atlantic Region offices. We will consider a remote option for candidates with established Personal Lines/Risk sales and business development experience. For a remote option, you should be within the MidAtlantic region to accommodate client and other meetings and events as required.

Essential Duties and Responsibilities

• Identify and cultivate new business opportunities through internal NFP referrals from various departments as well as external networking/COI's and other referral sources.
• Build and maintain strong relationships with new and existing clients to ensure long-term satisfaction and retention.
• Conduct thorough assessments of client insurance needs and provide tailored solutions to meet those needs.
• Prepare and deliver compelling sales presentations and proposals to potential clients.
• Stay informed about industry trends, regulations, and competitor activities to effectively position products and services within the mid-Atlantic region.
• Work closely with carrier underwriters, customer service representatives, and other team members to ensure seamless client service.
• Meet or exceed monthly and annual sales targets and quotas.
• Maintain accurate records of sales activities, client interactions, and transactions in the company's agency management system as well as adhering to NFP policies and procedures.
• Ability to travel (approximately 10% of the role) as required.

Knowledge, Skills, and/or Abilities

• Previous experience in insurance sales or a similar insurance role is preferred.
• Excellent verbal and written communication skills, with the ability to effectively convey information and build rapport with clients.
• Strong analytical and problem-solving abilities to identify client needs and offer suitable solutions.
• Ability to establish and maintain positive relationships with clients and team members.
• Robust documentation approach for memorializing all client interactions required.
• Highly motivated and goal-oriented, with a strong drive to achieve sales targets
• Active property and casualty license is required.
• Strong knowledge of insurance products and risk management.
• Excellent interpersonal, communication and negotiating skills.
• Proficient in Microsoft Office, Teams, and Excel.

Education and/or Experience

• More than 3 years of directly related industry sales and service experience
• A bachelor's degree preferred. HS Diploma or GED is required with additional learning/certifications

Certificates, Licenses, Registration

• A P&C Insurance License is required upon hire
• CIC, AINS 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 $50,000 – $65,000. Additional compensation: 40% of commissions received on new business. 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.

NFP is an inclusive Equal Employment Opportunity employer.