Commercial Lines Account Executive/Sr.AE (hybrid NY)

Who We Are: 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 who help companies and individuals worldwide address risk, workforce, wealth management, and retirement challenges through custom solutions and a people‑first approach. Learn more.

About the role

The Account Executive/Sr. AE interacts with clients daily, creating and maintaining relationships with both client and carrier representatives. This role may serve as lead consultant and primary point of contact for assigned clients, servicing a generalist book of business with a significant Real Estate concentration, offering strong exposure and long‑term growth in this sector.

Responsibilities

• Negotiate terms, conditions, coverage limits, and pricing with carriers and wholesalers.
• Work with the Claims Department on relevant claims for assigned clients.
• Prepare client proposals using NFP‑standardized carrier quotes, accurately presenting coverage terms, pricing, exposure basis, renewal comparisons, and marketing results.
• Highlight coverage gaps or differences to ensure insureds understand potential limitations.
• Maintain accurate information (exposures, driver data, reporting forms, signed endorsements, etc.) to avoid E&O claims.
• Maintain a diary/follow‑up system to ensure policies, endorsements, and other information are received and requests are complied with.
• May supervise or direct the daily activities of Coordinators and Account Managers.
• Build and maintain strong relationships with carriers and clients through regular contact and client visits.
• Keep clients apprised of industry trends, events, and state/federal regulatory issues.

Requirements

• More than 5 years of Commercial Lines experience, including recent tenure with a retail insurance brokerage or independent agency.
• Experience managing a book of middle‑market accounts (estimated revenue up to $1 MM).
• In‑depth knowledge of insurance coverages and ability to communicate them clearly to clients and underwriters.
• Understanding of marketplace trends and best practices.
• Proven ability to prepare and analyze loss summaries to support renewals and client strategy.
• Strong negotiating skills.
• Proficiency in Microsoft Word and Excel; experience with EPIC or another CRM required.
• BA/BS preferred.
• P&C Insurance License required.

Skills

• Excellent written communication – clear writing, strong editing, adaptable style, effective presentation of numeric data.
• Self‑confident decision‑making.
• Ability to interact successfully with a variety of personalities.
• Technical expertise combined with strong analytical and problem‑solving abilities.
• Calm, courteous, professional demeanor in handling situations.
• Strong attention to detail, decision‑making, and problem‑resolution skills.

Benefits

• Competitive salary.
• PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.
• PeopleFirst culture focused on lifelong employee relationships.

Pay

Base salary range: $110,000 – $130,000, determined by experience, credentials, education, certifications, skill level, scope, and geographic location. Position may also be eligible for performance‑based incentives.

Schedule

Full‑time position with a hybrid schedule. Office attendance is required at one of the following locations: White Plains, Plainview (NY), or Midtown Manhattan. Hybrid flexibility is offered.