Affluent Personal Lines Account Executive (GA / Remote E.S.T.)
NFP, an Aon company · Georgia, United States · 1 mo ago
On-siteBusiness Development$70k–$100k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually we have "Who We Are", "Summary Of Role", "Essential Duties And Responsibilities", "Knowledge, Skills, And/or Abilities", "Education And/or Experience", "Certificates, Licenses, Registration", "What We Offer". Also we have salary range and schedule info: "This is a full-time role with the flexibility of a hybrid schedule from our Alpharetta, GA office. We will consider a remote option for other highly qualified and P&C licensed candidates, with experience in HNW market with established key carrier relationships. EST zone work schedule is required." So we have schedule info: hybrid schedule, full-time, EST zone required. Also pay: base salary range $70,000 – $100,000. So we need sections for Pay and Schedule if they have real content. Also Benefits: "What We Offer" includes competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. So we can have Benefits section.
We must not repeat job title as heading. Use for section headings. Use
for section headings. Use - for any list of duties/requirements/benefits, and
for prose.
We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. At end there is "NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. 2587854 2587854" - that's EEO boilerplate and duplicated job ID; we should drop that.
We need to decide sections: About the role? Could use "About the role" heading for summary? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can map content accordingly.
We have "Who We Are" - could be "About the role"? Actually "Who We Are" is about company, not role. But we could still include as a section maybe "About the company"? Not in list but we can still use heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests those as examples. Safer to stick to those headings where we have content. We have summary of role -> could be "About the role". Responsibilities -> "Responsibilities". Requirements -> maybe "Requirements" (covers Knowledge, Skills, Abilities, Education/Experience, Certificates). Qualifications maybe overlapping. But we can combine.
We need to avoid thin sections. Prefer few substantive sections. Could have: About the role (summary), Responsibilities, Requirements (combining knowledge/skills, education/experience, certifications), Benefits, Pay, Schedule.
We must not create sections with filler like "commensurate with experience". We have actual content.
Let's extract content:
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the world address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach! To learn more, please visit: https://www.NFP.com.
We could incorporate this into About the role? Might be better as a separate "About the company" but not required. However we must preserve all substantive information. If we omit it, we lose info. So we need to include it somewhere. Could put under "About the role" heading but that might be misleading. Perhaps we can add a heading "About the company" but not in list; but instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't say we cannot use other headings, just gives examples. Safer to include a heading like "About the company". But maybe better to incorporate into "About the role" as a brief intro? The role summary already includes some info about role; but "Who We Are" is about company. We could still include as a paragraph under "About the role" heading, but it's not about role. Might be okay.
Alternatively we could create a section "About NFP" but risk being considered filler? It's substantive.
Given instruction: "Prefer a few substantive sections over many thin ones." So we could have sections: About the role (includes Who We Are + Summary Of Role), Responsibilities, Requirements (includes Knowledge/Skills/Abilities, Education/Experience, Certificates/Licenses), Benefits, Pay, Schedule.
Let's craft each.
About the role: combine Who We Are and Summary Of Role.
Who We Are paragraph: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the world address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach! To learn more, please visit: https://www.NFP.com.
Summary Of Role paragraph: The Account Executive interacts with clients on a day-to-day basis while building 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 handle 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 client retention targets. This is a full-time role with the flexibility of a hybrid schedule from our Alpharetta, GA office. We will consider a remote option for other highly qualified and P&C licensed candidates, with experience in HNW market with established key carrier relationships. EST zone work schedule is required.
We could split schedule info later into Schedule section, but it's okay to keep here and also have Schedule section? Might duplicate. Better to extract schedule details to Schedule section and keep summary without schedule. But we must preserve all info; we can move schedule to Schedule section and keep summary without that sentence. However the summary sentence includes schedule info; we could keep it but then Schedule section would duplicate. To avoid duplication, we can remove schedule sentence from summary and put in Schedule section. Let's do that.
Thus About the role: Who We Are + Summary Of Role without schedule sentence.
Summary Of Role without schedule: The Account Executive interacts with clients on a day-to-day basis while building 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 handle 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 client retention targets.
Now Responsibilities: list from Essential Duties And Responsibilities.
Essential Duties And Responsibilities bullet list:
- 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 align with requests.
- May direct job activities of the service team.
- Cultivate and sustain effective 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.
We need to preserve all; note capitalization variations; keep as is.
Knowledge, Skills, And/or Abilities list:
- 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
- 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 list:
- Typically more than 5 years of industry and product line experience
- Recent High Net Worth Personal Lines experience required
- Recent experience at a retail brokerage or independent agency required
- Familiarity with major markets, such as AIG, Chubb/ACE, Cincinnati, Berkley One and PURE
- Experience with Agency Management Systems; EPIC highly preferred
- BA/BS preferred.
- HS Diploma or GED required
Certificates, Licenses, Registration list:
- P&C Insurance License required upon hire
- CPRIA, PRMA, CIC, CPCU or other P&C designation preferred
We could combine Knowledge/Skills/Abilities, Education/Experience, Certificates into Requirements section. But we might also have Qualifications and Skills sections separate. However instruction says prefer few substantive sections. So we can have Requirements section that includes all those lists.
But we also need Skills section maybe separate? Could combine.
Let's decide: Sections:
- About the role (h3)
- Responsibilities (h3)
- Requirements (h3) (includes Knowledge/Skills/Abilities, Education/Experience, Certificates/Licenses)
- Benefits (h3)
- Pay (h3)
- Schedule (h3)
Now Benefits: from 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."
We need to preserve all substantive information. So we can list benefits as bullet list: competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Also mention PeopleFirst culture focusing on building lifelong relationships.
We could keep as paragraph plus list.
Pay: base salary range $70,000 – $100,000. Also mention that base salary offered determined by factors, performance-based incentives possible. We should preserve that.
Schedule: full-time role, hybrid schedule from Alpharetta, GA office, remote option considered for other highly qualified and P&C licensed candidates with experience in HNW market with established key carrier relationships, EST zone work schedule required.
We need to preserve all.
Now produce HTML fragment.
Structure:
About the role
Who We Are paragraph.
Summary Of Role paragraph (without schedule).
Responsibilities
- ...
...
Requirements
Knowledge, Skills, and/or Abilities:
...
Education and/or Experience:
...
Certificates, Licenses, Registration:
...
Alternatively combine into one list? Better to keep headings inside? But we cannot have headings inside section besides the h3? Could use for subheadings. That's okay.
Benefits:
Benefits
- competitive salary
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
- and more
for prose. We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. At end there is "NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. 2587854 2587854" - that's EEO boilerplate and duplicated job ID; we should drop that. We need to decide sections: About the role? Could use "About the role" heading for summary? The instruction says use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can map content accordingly.
We have "Who We Are" - could be "About the role"? Actually "Who We Are" is about company, not role. But we could still include as a section maybe "About the company"? Not in list but we can still use heading? The instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but suggests those as examples. Safer to stick to those headings where we have content. We have summary of role -> could be "About the role". Responsibilities -> "Responsibilities". Requirements -> maybe "Requirements" (covers Knowledge, Skills, Abilities, Education/Experience, Certificates). Qualifications maybe overlapping. But we can combine.
We need to avoid thin sections. Prefer few substantive sections. Could have: About the role (summary), Responsibilities, Requirements (combining knowledge/skills, education/experience, certifications), Benefits, Pay, Schedule.
We must not create sections with filler like "commensurate with experience". We have actual content.
Let's extract content:
Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the world address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach! To learn more, please visit: https://www.NFP.com.
We could incorporate this into About the role? Might be better as a separate "About the company" but not required. However we must preserve all substantive information. If we omit it, we lose info. So we need to include it somewhere. Could put under "About the role" heading but that might be misleading. Perhaps we can add a heading "About the company" but not in list; but instruction says use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't say we cannot use other headings, just gives examples. Safer to include a heading like "About the company". But maybe better to incorporate into "About the role" as a brief intro? The role summary already includes some info about role; but "Who We Are" is about company. We could still include as a paragraph under "About the role" heading, but it's not about role. Might be okay.
Alternatively we could create a section "About NFP" but risk being considered filler? It's substantive.
Given instruction: "Prefer a few substantive sections over many thin ones." So we could have sections: About the role (includes Who We Are + Summary Of Role), Responsibilities, Requirements (includes Knowledge/Skills/Abilities, Education/Experience, Certificates/Licenses), Benefits, Pay, Schedule.
Let's craft each.
About the role: combine Who We Are and Summary Of Role.
Who We Are paragraph: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the world address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach! To learn more, please visit: https://www.NFP.com.
Summary Of Role paragraph: The Account Executive interacts with clients on a day-to-day basis while building 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 handle 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 client retention targets. This is a full-time role with the flexibility of a hybrid schedule from our Alpharetta, GA office. We will consider a remote option for other highly qualified and P&C licensed candidates, with experience in HNW market with established key carrier relationships. EST zone work schedule is required.
We could split schedule info later into Schedule section, but it's okay to keep here and also have Schedule section? Might duplicate. Better to extract schedule details to Schedule section and keep summary without schedule. But we must preserve all info; we can move schedule to Schedule section and keep summary without that sentence. However the summary sentence includes schedule info; we could keep it but then Schedule section would duplicate. To avoid duplication, we can remove schedule sentence from summary and put in Schedule section. Let's do that.
Thus About the role: Who We Are + Summary Of Role without schedule sentence.
Summary Of Role without schedule: The Account Executive interacts with clients on a day-to-day basis while building 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 handle 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 client retention targets.
Now Responsibilities: list from Essential Duties And Responsibilities.
Essential Duties And Responsibilities bullet list:
- 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 align with requests.
- May direct job activities of the service team.
- Cultivate and sustain effective 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.
We need to preserve all; note capitalization variations; keep as is.
Knowledge, Skills, And/or Abilities list:
- 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
- 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 list:
- Typically more than 5 years of industry and product line experience
- Recent High Net Worth Personal Lines experience required
- Recent experience at a retail brokerage or independent agency required
- Familiarity with major markets, such as AIG, Chubb/ACE, Cincinnati, Berkley One and PURE
- Experience with Agency Management Systems; EPIC highly preferred
- BA/BS preferred.
- HS Diploma or GED required
Certificates, Licenses, Registration list:
- P&C Insurance License required upon hire
- CPRIA, PRMA, CIC, CPCU or other P&C designation preferred
We could combine Knowledge/Skills/Abilities, Education/Experience, Certificates into Requirements section. But we might also have Qualifications and Skills sections separate. However instruction says prefer few substantive sections. So we can have Requirements section that includes all those lists.
But we also need Skills section maybe separate? Could combine.
Let's decide: Sections:
- About the role (h3)
- Responsibilities (h3)
- Requirements (h3) (includes Knowledge/Skills/Abilities, Education/Experience, Certificates/Licenses)
- Benefits (h3)
- Pay (h3)
- Schedule (h3)
Now Benefits: from 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."
We need to preserve all substantive information. So we can list benefits as bullet list: competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Also mention PeopleFirst culture focusing on building lifelong relationships.
We could keep as paragraph plus list.
Pay: base salary range $70,000 – $100,000. Also mention that base salary offered determined by factors, performance-based incentives possible. We should preserve that.
Schedule: full-time role, hybrid schedule from Alpharetta, GA office, remote option considered for other highly qualified and P&C licensed candidates with experience in HNW market with established key carrier relationships, EST zone work schedule required.
We need to preserve all.
Now produce HTML fragment.
Structure:
About the role
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't say we cannot use other headings, just gives examples. Safer to include a heading like "About the company". But maybe better to incorporate into "About the role" as a brief intro? The role summary already includes some info about role; but "Who We Are" is about company. We could still include as a paragraph under "About the role" heading, but it's not about role. Might be okay.
Alternatively we could create a section "About NFP" but risk being considered filler? It's substantive.
Given instruction: "Prefer a few substantive sections over many thin ones." So we could have sections: About the role (includes Who We Are + Summary Of Role), Responsibilities, Requirements (includes Knowledge/Skills/Abilities, Education/Experience, Certificates/Licenses), Benefits, Pay, Schedule.
Let's craft each.
About the role: combine Who We Are and Summary Of Role.
Who We Are paragraph: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the world address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach! To learn more, please visit: https://www.NFP.com.
Summary Of Role paragraph: The Account Executive interacts with clients on a day-to-day basis while building 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 handle 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 client retention targets. This is a full-time role with the flexibility of a hybrid schedule from our Alpharetta, GA office. We will consider a remote option for other highly qualified and P&C licensed candidates, with experience in HNW market with established key carrier relationships. EST zone work schedule is required.
We could split schedule info later into Schedule section, but it's okay to keep here and also have Schedule section? Might duplicate. Better to extract schedule details to Schedule section and keep summary without schedule. But we must preserve all info; we can move schedule to Schedule section and keep summary without that sentence. However the summary sentence includes schedule info; we could keep it but then Schedule section would duplicate. To avoid duplication, we can remove schedule sentence from summary and put in Schedule section. Let's do that.
Thus About the role: Who We Are + Summary Of Role without schedule sentence.
Summary Of Role without schedule: The Account Executive interacts with clients on a day-to-day basis while building 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 handle 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 client retention targets.
Now Responsibilities: list from Essential Duties And Responsibilities.
Essential Duties And Responsibilities bullet list:
- 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 align with requests.
- May direct job activities of the service team.
- Cultivate and sustain effective 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.
We need to preserve all; note capitalization variations; keep as is.
Knowledge, Skills, And/or Abilities list:
- 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
- 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 list:
- Typically more than 5 years of industry and product line experience
- Recent High Net Worth Personal Lines experience required
- Recent experience at a retail brokerage or independent agency required
- Familiarity with major markets, such as AIG, Chubb/ACE, Cincinnati, Berkley One and PURE
- Experience with Agency Management Systems; EPIC highly preferred
- BA/BS preferred.
- HS Diploma or GED required
Certificates, Licenses, Registration list:
- P&C Insurance License required upon hire
- CPRIA, PRMA, CIC, CPCU or other P&C designation preferred
We could combine Knowledge/Skills/Abilities, Education/Experience, Certificates into Requirements section. But we might also have Qualifications and Skills sections separate. However instruction says prefer few substantive sections. So we can have Requirements section that includes all those lists.
But we also need Skills section maybe separate? Could combine.
Let's decide: Sections:
- About the role (h3)
- Responsibilities (h3)
- Requirements (h3) (includes Knowledge/Skills/Abilities, Education/Experience, Certificates/Licenses)
- Benefits (h3)
- Pay (h3)
- Schedule (h3)
Now Benefits: from 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."
We need to preserve all substantive information. So we can list benefits as bullet list: competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Also mention PeopleFirst culture focusing on building lifelong relationships.
We could keep as paragraph plus list.
Pay: base salary range $70,000 – $100,000. Also mention that base salary offered determined by factors, performance-based incentives possible. We should preserve that.
Schedule: full-time role, hybrid schedule from Alpharetta, GA office, remote option considered for other highly qualified and P&C licensed candidates with experience in HNW market with established key carrier relationships, EST zone work schedule required.
We need to preserve all.
Now produce HTML fragment.
Structure:
About the role
Who We Are paragraph.
Summary Of Role paragraph (without schedule).
Responsibilities
- ... ...
Requirements
Knowledge, Skills, and/or Abilities:
- ...
Education and/or Experience:
- ...
Certificates, Licenses, Registration:
- ...
for subheadings. That's okay. Benefits:
Benefits
- competitive salary
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
- and more