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Jobs · Customer Service · New York

Personal Lines-PCG, Account Executive (NY, PA, remote)

Aon · Plainview, NY · 1 wk ago
On-siteCustomer Service$75k–$81k/yrFull-time

About Us

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 globe address their most significant risk, workforce, wealth management, and retirement challenges through custom solutions and a people-first approach.

P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty. We are a retail operation for affluent and wealthy individuals and families seeking personal lines products in the United States, parts of Europe, and Canada. Our headquarters are in New York City with offices across the country, specializing in insurance ranging from homeowners and auto to specialty lines, such as aircraft and watercraft.

Responsibilities

  • Build and maintain strong relationships with carriers and clients through regular contact and client visits.
  • Keep clients informed of appropriate industry trends and events, including all state and federal regulatory issues.
  • Negotiate terms, conditions, coverage limits, and pricing with carriers and wholesalers.
  • Work with the Claims Department on relevant claims for assigned clients.
  • Ensure accurate information such as updated exposures, driver information, reporting forms, signed endorsements, and miscellaneous information to avoid any E&O claims.
  • Maintain a follow-up system to ensure policies, endorsements, and other information is received to comply with requests.
  • Direct the daily job activities of Coordinators and Account Managers.
  • Serve as lead consultant and primary point of contact for clients, working on large, complex accounts with large premiums and multifaceted coverages (approximate and growing book of 2M+ in premiums).

Requirements

  • Excellent written communication skills: writes clearly, edits work for spelling and grammar, varies writing style to meet needs, presents numeric data effectively, and interprets written information.
  • Self-starter with self-confidence to make sound independent decisions.
  • Ability to successfully interact with a variety of people and personalities.
  • Strong negotiation and leadership skills.
  • Technical expertise plus good analytical and problem-solving skills.
  • Ability to handle situations in a calm, courteous, and professional manner.
  • Ability to prioritize multiple tasks to meet deadlines while applying sharp attention to detail, decision-making, and problem resolution.
  • Ability to meet/travel with clients and prospects when required (minimal regional travel expected with obtained approval for expense coverage).
  • Able to work overtime as necessary.

Qualifications

  • BA/BS preferred. High School diploma or equivalent is required with additional training or education.
  • Typically, more than 7 years of industry and product line experience which includes servicing.
  • Personal Lines/PCG coverage experience required.
  • Familiarity with major markets, such as AIG, Chubb/ACE, Cincinnati, Berkley One, and PURE.
  • Proficiency in Outlook, Word, and Excel.
  • CRM experience required. EPIC experience is highly desired.

Certifications

  • Property & Casualty Broker's License required upon hire.
  • CIC, CPCU, or other P&C designation preferred.

Schedule

This is a full-time position with the flexibility of a hybrid schedule from either our Long Island-Plainview, NY OR Warrington, PA, offices. We will consider a remote option for experienced PR/HNW candidates within the East Coast who are familiar with such markets and can report to the office as required.

Benefits

  • Competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health & wellness programs

Pay

The base salary range for this position is $75,000 – $81,000. 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. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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