Client Executive, Private Equity Group

Responsibilities

• Manage the overall relationship with assigned Mid-Market core clients, including developing and engaging multiple relationships throughout and within the client organization.
• Establish oneself as client’s primary point of contact and communication conduit for NFP; keep client producer informed at all times.
• Cultivate internal and external relationships to establish effective open collaboration, client advocacy, and trust.
• Develop and obtain a broad knowledge of internal operations to efficiently and effectively solve the needs of the audience and the circumstances at hand.
• Maintain accurate records of client (or prospect) contacts and their products utilizing account management software or other technology.
• Develop expertise, and remain current, in assigned client industry and/or market area, NFP’s resources and capabilities, and engage in structured continuing education.
• Produce an annual or semi-annual stewardship report that highlights NFP’s efforts for the client over the previous twelve months.
• Establish, execute, and accountable for implementation of the formal NFP strategic relationship management cadence.
• Sets up and executes annual client feedback/grading on NFP’s performance.
• Travel to visit clients and engage in client development activities and entertainment. Travel approximately 25%-40%; must see clients in person at least twice annually.

Requirements

• 10+ years' experience in relationship management with face-to-face private equity (or similar) client experience.
• Exceptional interpersonal skills capable of interacting with private equity and C-suite clients to cultivate strong relationships through effective communication and trust.
• Elite project management, communication, and presentation skills.
• Manages time effectively through excellent organization, time-management, and multi-tasking skills.
• Entrepreneurial attitude with natural ability to take ownership of overall success of client relationships.
• Commitment to delivering exceptional customer service and results.
• Naturally anticipates and analyzes problems and information to proactively solve problems through critical thinking, team networking, and sound business decisions.
• Dedication to working in collaborative, team-oriented environment with a commitment to operating with respect and integrity.
• Proficient in Microsoft Office products (Outlook, Word, Excel, PowerPoint).
• Property & Casualty producer license and Benefits License (or ability to get licensed quickly).
• Bachelor’s degree from four-year college or university preferred.

Qualifications

• Broad understanding of insurance products and coverages, their applicability, relevant industry trends, and basic program design.
• Ability to understand basic insurance program structure and content is essential.
• Commitment to delivering exceptional customer service and results.
• Proficient in Microsoft Office products (Outlook, Word, Excel, PowerPoint).
• Property & Casualty producer license and Benefits License (or ability to get licensed quickly).
• Bachelor’s degree from four-year college or university preferred.

Benefits

• A competitive salary.
• Paid time off and holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health and wellness programs.