VP/SVP, Team Leader-Commercial Lines (hybrid NC)

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

About the Role

The VP/SVP-Team Leader is a strategic leader responsible for managing and contributing to the growth of a portfolio of high-value Commercial Lines Property & Casualty clients. You will use your deep industry and technical knowledge, apply technology for operational excellence, and serve as a trusted advisor to internal and external clients, positioning NFP as a market leader. This is a full-time, hybrid position based in our Charlotte, North Carolina office. We will consider remote options at our discretion for well-qualified candidates demonstrating a high level of product fluency and leadership, preferably located in the mid-Atlantic or East Coast for feasible travel to the Charlotte office when required. VP or SVP title will be determined based on experience and knowledge.

Responsibilities

• Strategic Leadership:
  • Partner with Advisor to help manage and grow their book of business.
  • Provide strategic guidance and tactical support to grow Advisor’s private equity-related book of business.
  • Serve as liaison between Advisor and Account Management staff to effectively deliver NFP services to clients.
  • Provide oversight and accountability on client deliverables throughout the year (e.g., renewal policies/summary delivery, stewardship reports, pre-renewal strategies).
  • Build and maintain effective NFP corporate relationships to benefit clients (e.g., Data Analytics, Mergers & Acquisitions Team, Management Liability Practice, Cyber Liability Practice, Energy Practice, Real Estate Practice, Claims Practice, Legal, Risk Management/OSH).
  • Assist in finding, recruiting, and training the next Strategic Client Manager as the book of business grows.
• New Business:
  • Effectively communicate with prospective clients throughout the new business sales cycle.
  • Assist in closing prospective clients alongside the Advisor, including helping with proposals/pitch presentations, analytics, service deliverables, and service calendars.
  • Provide new clients with strategic guidance on timelines and deliverables with NFP.
  • Assist Advisor in obtaining necessary data from prospects and follow up on open items when full submission is incomplete.
• Marketing and Renewals:
  • Respond to and complete client requests and/or action items that arise during the year with assistance from Account Management teams, including:
    • Responding to new coverage requests.
    • Gathering information on new companies, acquisitions, or projects.
    • Communicating with carrier markets for quotes and reviewing for accuracy.
  • Meet with Advisor regularly to assist with renewal and communication strategy and address client concerns.
  • Renewal Business Responsibilities:
    • Serve as the line of communication between the Advisor and Account Management team to ensure the renewal process moves forward in a timely manner.
    • Maintain and manage the renewal calendar, perform appropriate outreach, and ensure effective communication to clients and Advisor regarding updates on incumbent and alternative options.
    • Negotiate with underwriters as needed.
    • Provide feedback and guidance on proposals as needed.
    • Lead proposal meetings with clients with or without Advisor presence.
    • Document meeting takeaways and next steps; ensure proper execution and follow-up.
• Client Retention:
  • Coordinate and run midyear/stewardship meetings with clients.
  • Coordinate broader NFP resources (e.g., Data Analytics, Mergers & Acquisitions Team, Management Liability Practice, Cyber Liability Practice, Energy Practice, Real Estate Practice, Claims Practice, Legal, Risk Management/OSH).
  • Develop and communicate client strategies with broader NFP resources to the local Account Management staff.
  • Engage in regular meetings with Advisor to coordinate client servicing and strategy.

Requirements

• Property & Casualty Broker's License required upon hire; CPCU or other P&C designation preferred.
• BA/BS preferred; Master's degree in a relevant subject (e.g., business, statistics, math/science, actuarial science) highly desirable.
• More than 10 years of industry and product line experience.
• Must have retail brokerage experience (can be in addition to, but not limited to, Carrier, Wholesaler, and Intermediary agencies).
• Experience with EPIC and Salesforce systems is preferable.

Skills

• Knowledge of all areas of commercial property & casualty insurance coverage.
• Ability to work independently and anticipate client and team needs.
• Effective time management and decision-making skills.
• Diligent follow-up skills.
• Ability to express ideas clearly in both written and oral communications.
• Strong Microsoft Excel and PowerPoint skills.
• Commanding presentation and public speaking abilities.

Benefits

• Competitive salary.
• Paid time off (PTO) and paid holidays.
• 401(k) with company match.
• Exclusive discount programs.
• Health & wellness programs.
• Two “Global Wellbeing Days” each year.
• Continuous learning culture.

Pay

The base salary range for this position is $163,000 – $175,000. 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.

Schedule

This is a full-time, hybrid position with a requirement to work from the Charlotte, North Carolina office. Remote options may be considered for well-qualified candidates, preferably located in the mid-Atlantic or East Coast for feasible travel to the Charlotte office when required.