10 open positions available
Manage client relationships, negotiate terms with carriers, and handle renewals and marketing processes for high-net-worth clients. | Experience in managing multiple client accounts, strong communication skills, and insurance licensing or related certifications. | ACCOU014704_2 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 globe 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. Job Summary This role is for our Private Client Group (PCG)/High Network team. You should have servicing experience in Personal Risk and/or PCG. The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. You 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 the Supervisor. You will take on the role of lead consultant and primary point of contact for their assigned clients. You should be prepared to manage your own book of business (approx. 2.2M premium) of middle-market to high-net-worth clients and achieve revenue goals and client retention targets. This is a full-time hybrid position working from either our Colorado, Arizona or Nevada offices. Work hours are typically M-F, 8:30-5:00pm - flexibility with hours will be considered. We will consider a remote option for those well-experienced with high-net-worth clients. Essential Duties And Responsibilities • 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, signed documents and miscellaneous information to avoid any E&O claims • Manage the renewal and marketing process from start to finish • Communicates directly with clients and carriers, in collaboration with the account management team • Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system • Build and maintain strong 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 Knowledge, Skills, And/or Abilities • 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 negotiations and customer service 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 • Demonstrated experience in managing multiple and time-sensitive verticals of communication and documentation • Highly organized with excellent verbal, written communication skills along with effective presentation skills • Self-confident to make sound independent decisions • Able to work overtime as necessary • Ability to successfully interact with a variety of people and function well both in a team environment and autonomously • Ability to handle situations in a calm, courteous and professional manner • Customer-focused to establish and maintain effective relationships • Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook • Intermediate level of experience in agency management system(s). EPIC /Applied preferred • Ability to prioritize multiple tasks to meet deadlines • Possess strong analytical and problem-solving skills • Sharp attention to detail, decision-making skills, and problem resolution • Flexibility and adaptability to changing priorities, deadlines and technology Certificates, Licenses, Registration • P&C Insurance License is required upon hire. • CIC, CPCU or other P&C designation preferred 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. The base salary range for this position is $65,000 – $87,00. 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. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
Develop and manage broker relationships, implement account strategies, and drive sales growth within the assigned region. | Experience in sales and relationship management in the life insurance industry, FINRA licenses, and Life and Health licenses. | REGIO014707_4 Who We Are Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we’ve honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself! We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who 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. This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization’s wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation. The Regional Sales Director will drive growth in an established, high-performing territory covering Minnesota, Iowa, Wisconsin, Michigan. The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be supported by an experienced internal team and have the opportunity to contribute to one of the nation’s most established and successful brokerage agencies. This will be a fully remote with travel opportunity that offers a competitive base salary of $75,000 + overrides, with top performers capable of earning $250,000+ annually. Travel within the assigned region is required approximately 40% of the time to engage with clients, attend industry events, and actively drive business expansion. Essential Duties And Responsibilities This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job. • Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing plan • Develop existing broker/account relationships and manage recruiting for new broker/accounts • Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process • Continued development of industry, concept, carrier, and product knowledge • Contribute to the overall success and profitability of the agency • Meet or exceed acquired and assigned account production goals • Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan • Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process • Continued development of industry, concept, carrier, and product knowledge Education And/or Experience • Past sales and relationship management experience in the life insurance industry required • FINRA: Series 6 or 7, or 63 is required • College degree or other higher education preferred • Life and Health License Knowledge, Skills, And/or Abilities • Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize • Team Participation: Must work effectively in a diverse group of people as a team member • Must have the ability to travel within assigned region approximately 40-50% (typically, same-day or short overnight trips and others as required) • MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required • Able to quickly learn new business/communications systems and technologies • Ability to communicate in a professional manner • High focus on quality and customer satisfaction • Flexible and able to react to change in a productive and positive manner • Strong work ethic and ability to work with a sense of urgency • Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous 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. The base salary range for this position is $64,000 to $75,000. 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. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
Develop and manage broker relationships, implement account strategies, and drive sales growth within the assigned region. | Experience in life insurance sales and relationship management, FINRA Series 6/7/63, and Life & Health License. | REGIO014707_13 Who We Are Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we’ve honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself! We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who 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. This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization’s wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation. The Regional Sales Director will drive growth in an established, high-performing territory covering Minnesota, Iowa, Wisconsin, Michigan. The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be supported by an experienced internal team and have the opportunity to contribute to one of the nation’s most established and successful brokerage agencies. This will be a fully remote with travel opportunity that offers a competitive base salary of $75,000 + overrides, with top performers capable of earning $250,000+ annually. Travel within the assigned region is required approximately 40% of the time to engage with clients, attend industry events, and actively drive business expansion. Essential Duties And Responsibilities This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job. • Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing plan • Develop existing broker/account relationships and manage recruiting for new broker/accounts • Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process • Continued development of industry, concept, carrier, and product knowledge • Contribute to the overall success and profitability of the agency • Meet or exceed acquired and assigned account production goals • Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan • Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process • Continued development of industry, concept, carrier, and product knowledge Education And/or Experience • Past sales and relationship management experience in the life insurance industry required • FINRA: Series 6 or 7, or 63 is required • College degree or other higher education preferred • Life and Health License Knowledge, Skills, And/or Abilities • Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize • Team Participation: Must work effectively in a diverse group of people as a team member • Must have the ability to travel within assigned region approximately 40-50% (typically, same-day or short overnight trips and others as required) • MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required • Able to quickly learn new business/communications systems and technologies • Ability to communicate in a professional manner • High focus on quality and customer satisfaction • Flexible and able to react to change in a productive and positive manner • Strong work ethic and ability to work with a sense of urgency • Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous 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. The base salary range for this position is $64,000 to $75,000. 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. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
Develop and manage broker relationships, implement account strategies, and meet sales goals within the life insurance industry. | Experience in life insurance sales and relationship management, FINRA Series 6/7/63, and Life and Health License. | REGIO014707_11 Who We Are Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we’re proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we’ve honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself! We’re part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who 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. This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization’s wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation. The Regional Sales Director will drive growth in an established, high-performing territory covering Minnesota, Iowa, Wisconsin, Michigan. The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be supported by an experienced internal team and have the opportunity to contribute to one of the nation’s most established and successful brokerage agencies. This will be a fully remote with travel opportunity that offers a competitive base salary of $75,000 + overrides, with top performers capable of earning $250,000+ annually. Travel within the assigned region is required approximately 40% of the time to engage with clients, attend industry events, and actively drive business expansion. Essential Duties And Responsibilities This job description is not intended to be a complete and exhaustive statement of the requirements of the job. It is more representative of what is typical of this job. • Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing plan • Develop existing broker/account relationships and manage recruiting for new broker/accounts • Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process • Continued development of industry, concept, carrier, and product knowledge • Contribute to the overall success and profitability of the agency • Meet or exceed acquired and assigned account production goals • Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan • Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process • Continued development of industry, concept, carrier, and product knowledge Education And/or Experience • Past sales and relationship management experience in the life insurance industry required • FINRA: Series 6 or 7, or 63 is required • College degree or other higher education preferred • Life and Health License Knowledge, Skills, And/or Abilities • Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize • Team Participation: Must work effectively in a diverse group of people as a team member • Must have the ability to travel within assigned region approximately 40-50% (typically, same-day or short overnight trips and others as required) • MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required • Able to quickly learn new business/communications systems and technologies • Ability to communicate in a professional manner • High focus on quality and customer satisfaction • Flexible and able to react to change in a productive and positive manner • Strong work ethic and ability to work with a sense of urgency • Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous 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. The base salary range for this position is $64,000 to $75,000. 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. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
Develop and manage relationships with brokers and accounts to meet sales goals. | Experience in sales and relationship management in the life insurance industry, FINRA licenses, and proficiency with MS Office and Salesforce. | Job Description: • Provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts • Develop existing broker/account relationships and manage recruiting for new broker/accounts • Regularly communicate the status of your accounts to the DBS team • Meet or exceed acquired and assigned account production goals Requirements: • Past sales and relationship management experience in the life insurance industry required • FINRA: Series 6 or 7, or 63 is required • College degree or other higher education preferred • Life and Health License • MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required Benefits: • PTO & paid holidays • 401(k) with match • Exclusive discount programs • Health & wellness programs • Remote work opportunities
Managing client accounts, coordinating renewals and marketing processes, and maintaining client relationships. | Requires 2+ years of personal lines insurance experience, P&C license, and experience with agency management systems. | 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 globe 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: The Personal Lines/Personal Risk Account Manager is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires supporting them in day-to-day account management for a specific set of clients and entails a great deal of verbal, electronic and other written communications. You will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. You will prepare materials for presentations and communications and assist team members with day-to-day client servicing. At this level, you will take an active role in client meetings. While in this role, you will be developing and maintaining relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. You should be experienced in account managment and prepared to manage your own book of business. This is a full-time role based in our Wilmington, NC office. Standard work hours are Monday–Friday, 8:30 a.m.–5:00 p.m. EST. An in-office presence is required to support collaboration, business learning, and our exceptional client service model. Candidates within a reasonable commuting distance must work onsite (hybrid option may be available) Monday through Friday. A remote option may be considered only for highly experienced, P&C-licensed professionals who live outside a regular commuting distance but remain within the EST/Mid-Atlantic region and can report on site if required. Essential Duties and Responsibilities for Licensed Account Manager: • Works proactively to maintain relationships with carrier and client contacts. Lead client meetings for accounts assigned to them. • The Account Manager will have responsibility for managing the renewal and marketing process from start to finish, in conjunction with the Account Executives and Advisors. • Communicates directly with clients and carriers, in collaboration with the Account Executive or Advisor/Client Executive. • Creates and maintains client files in accordance with office procedures. Responsible for keeping client policy records in the agency management system. • Will have an assigned book of business. Knowledge, Skills, and/or Abilities: • Highly organized with excellent verbal and written communication skills. • Self-confident to make sound independent decisions. • Able to work overtime as necessary. • Ability to successfully interact with a variety of people and function well both in a team environment and autonomously. • Ability to handle situations in a calm, courteous and professional manner. • Customer focused to establish and maintain effective relationships. • Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook. • Intermediate level of experience in agency management system(s) • Ability to prioritize multiple tasks to meet deadlines. • Possess strong analytical and problem-solving skills. • Sharp attention to detail, decision-making skills, and problem resolution. • Flexibility and adaptability to changing priorities, deadlines and technology. Education and/or Experience: • Typically, more than 2 years of Personal Lines experience. Recent retail brokerage or agency experience is required • Experience with East Coast markets preferred • EPIC agency management system or similar system experience is required • HS Diploma or equivalent is required; additional education and/or related training is preferred Certificates, Licenses, Registration: • A P&C Insurance License is required upon hire. 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. The base salary range for this position is $47,000 – $63,000. 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. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
Manage complex insurance accounts, negotiate terms with carriers, and maintain strong client and carrier relationships. | Experience in personal lines insurance, high net worth client management, P&C licensing, and familiarity with major insurance markets. | SENIO014657_4 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 globe 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. Job Summary 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. The Role At NFP The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This individual will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with little to no supervision from their supervisor on difficult lines. This role requires the employee to take on the role of lead consultant and primary point of contact for clients. The Senior Account Executive may work on large, complex accounts with large premiums and multifaceted coverages. This is a full-time role. We offer the flexibility of a hybrid work schedule of at least 2 days a week from our Berkley Heights, NJ or White Plains, NY offices and other days from home. We will consider a remote option for those with established PCG/HNW servicing or related experience, but outside of the immediate area Essential Duties And Responsibilities • Requires expertise in multi-line accounts with more complex coverages including retrospective rating plans for large lines of coverages and foreign packages • 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 comply with requests • May oversee or direct the daily job activities of the Account Coordinators, Account Managers and Account Executives • Build and maintain strong 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 • Build and maintain strong 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. Knowledge, Skills, And/or Abilities • When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift • Must have Personal Lines and High Net Worth/Private Client Group (PCG) client coverage experience • P&C Account/Client Management experience with a retail brokerage or independent agency • Familiarity with major markets, such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati. This includes knowledge of their products, appetite and experience with their quoting systems • Highly professional and self-motivated • Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, and carriers and interact with a variety of people/personalities • Proficiency in Outlook, Word, and Excel • 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 • Possess technical expertise plus solid analytical and problem-solving skills • Ability to handle situations in a calm, courteous and professional manner Education And/or Experience • A bachelor’s degree is preferred. HS Diploma or GED is required with additional learning/certifications • Ideally, more than 7 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience. This must include experience at an independent agency or retail insurance brokerage • In addition to familiarity with the major markets as mentioned above, a familiarity with carriers such as Travelers and Progressive as well as The National Flood Ins. Program • Experience with an agency management system/CRM is required. Fluency with Epic is a plus Certificates, Licenses, Registration • P&C Insurance License required upon hire • CIC, CPCU or other P&C designation preferred 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. The base salary range for this position is $81,000 – $115,000. 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. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
Manage client relationships, advise on insurance coverage, and negotiate with carriers to optimize coverage and premiums. | Requires 5+ years of property casualty insurance servicing experience, insurance license, and strong knowledge of coverages and industry practices. | SENIO014619_1 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 globe 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 We are seeking an experienced Commercial Lines, Senior Account Manager/Account Executive with generalist coverage experience and ideally have also serviced niche Eldercare Facilities clients (includes long-term care, senior living, independent living, assisted living, nursing homes, home health, rehab and hospice). You will take on a critical advisory role in establishing high-level client engagement and relationship management. You should be able to speak with authority with regards to coverage analysis, claim review and risk management efforts. Understand alternative risk structures, including high-deductible plans, self-insurance and layered property placements with critical thinking ability to provide positive, impactful insurance program solutions. You should be comfortable conducting presentations and client meetings. You should have demonstrated experience with all property and casualty coverage lines, general liability, professional liability, property, builders risk, difference in conditions (DIC), flood, deductible buy down workers compensation and auto. In addition, the requirement extends to be well-versed with management liability coverage lines (D&O, EPL, Crime, Cyber and Fiduciary). This is a full-time remote position. Typical work hours are 8:30-5 :00 EST, M-F. Candidates should ideally be in the mid-Atlantic or East Coast for the ability and feasibility to travel to client meetings or the Charlotte office if required. Title and salary will be commensurate with knowledge and experience. Essential Duties And Responsibilities • Manage primary client relationship and development of customer service plan. Maintain a focus on growth and retention of assigned book of business • Establish and maintain a high level of trust with clients through consistent contact and proactive resolution of any actionable serving items, questions or concerns • Initiate client meeting to strategize for the renewal marketing process. Advise on the best coverage alternatives • Able to review ownership and management contracts, property leases and other contractual documents to gather important information and insurance requirements for compliance purposes • Will discuss and negotiate coverage and related pricing with carriers and wholesalers based on in depth understanding of client’s exposures and historical claims. • Prepare renewal submission based on strategy client meeting results, including loss analysis, changes in exposure/operations and recommended coverage options. Conduct renewal presentation with clients either individually or with other members of the team • Strong knowledge of Marketing/Underwriting Process including selecting appropriate markets based on appetite, presenting the clients operational story in the best light to the underwriter, summarizing historical claims, documenting carrier clearance. Continuing high-level and consistent carrier/wholesale communication to obtain the most comprehensive quote by the target timeline • Be a strategic negotiator to obtain comprehensive coverage and most competitive premium, • Develop strong relationships with business partners including carrier underwriters, wholesalers and any other professional service providers • Ability to travel 2-3 times a year as required for client or other meetings Organizational And Personal Development • Set priorities and manage workflow and timelines to ensure goals are met • Document correspondence, electronic documents and all pending activities within the Management Operating System • Engage and encourage consistent professional communication with clients, carriers and staff • Stay informed with industry insurance information, training, new available markets or technologies and changing legislation affecting the eldercare industry • Provide mentorship and oversight of account Associates and Account managers as assigned. Provide oversight of their client servicing tasks, including Pre-Renewal and Post-binding work, etc Job Specifications/Requirements • Property and casualty insurance license upon hire is required. Professional designations preferred/helpful (CIC, AAI, CISR, CPIA) • Ideally 5+ years Property Casualty servicing experience • BA/BS degree is preferred. HS Diploma or equivalent is required • Demonstrated in-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters • Strong written, verbal and negotiation skills • Ability to prioritize and self-manage workload • Advanced MS Office skills, to include Excel, Word, Powerpoint • EPIC experience is preferred, but will consider other agency management system experience 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. The base salary range for this position is $57,000 – $130,000. 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. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
Lead regional project management and deliver multi-channel employee communications campaigns while collaborating with internal teams and clients to ensure timely, high-quality execution. | Requires 5-7 years in marketing, communications or graphic design, project management experience, proficiency with Adobe Creative Suite and CMS, and strong client-facing communication skills. | 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. 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. To learn more, please visit: https://www.NFP.com Overview: NFP is seeking an Employee Communications Operations Manager for its Central region. Come grow with us - while working from home or hybrid! The Employee Communications Operations Manager drives impactful multi-channel campaigns (print, digital, and video) that seamlessly integrate with internal HR teams to engage employees. The primary focus of this role is to lead project management efforts across the Central region. Additionally, you’ll provide tactical support at the office level to ensure smooth execution and delivery. You’ll collaborate with project managers in other regions to align best practices and support optimization across the National Employee Communications Practice. With a comprehensive understanding of the full campaign lifecycle - including planning, design, production, launch, and reporting - you’ll help deliver exceptional results. As a visible leader within the Central region, you may be called upon to represent the National Employee Communications Practice in prospect and client meetings - bringing clarity, confidence and subject- matter expertise to external engagements. Your ability to present well and build trust contributes to client retention, practice growth and the broader reputation of NFP’s communications capabilities. With a growth mindset, you’ll continuously seek opportunities for learning and improvement while adapting to client needs across various market segments. You will report to the Senior Vice President of Employee Communications and collaborate with your teammates to ensure the success of the practice. You are accountable for these key areas: • Lead regional project management for the National Employee Communications Practice in the Central region, driving the successful execution of projects across multiple This includes prioritizing coordination, resource management, capacity planning and delivery - especially during Open Enrollment season (Q4) for the majority of NFP clients. • Collaborate with communications operations in other regions to ensure alignment and consistency across the National practice. • Develop and deliver multi-channel employee communications campaigns in partnership with the Accounts team and Employee Communications Practice teammates. • Leverage strategic collaboration and subject matter expertise to create impactful campaigns that enhance the employer’s brand and increase employee benefits literacy. • Represent the practice in external engagements by serving as a confident and professional voice for the National Employee Communications Practice in client and prospect meetings • Use presentation skills and subject matter expertise to build trust, reinforce NFP’s value and support business development and retention. • Report on the effectiveness of employee communications campaigns for clients and provide strategic recommendations for optimization and continued work. Responsibilities: • Lead regional project management for the National Employee Communications Practice in the Central region, driving the successful execution of projects across multiple offices. This includes prioritizing coordination, resource management, capacity planning and delivery - especially during Open Enrollment season (Q4) for the majority of NFP clients. Collaborate with communications operations in other regions to ensure alignment and consistency across the National practice. • All work completed is accomplished efficiently as you steward available resources and identify creative solutions to increase capacity. • Manage seasonal fluctuations and demands by optimizing resource allocation, streamlining systems, and identifying creative solutions to maintain capacity and efficiency during peak periods. • Build and maintain a comprehensive library of resources to support cross-functional teams, ensuring easy access and efficient utilization for internal teams and clients throughout the year. • Develop and deliver multi-channel employee communications campaigns in partnership with the Accounts team and National Employee Communications Practice teammates. Leverage strategic collaboration and subject matter expertise to create impactful campaigns that enhance the employer’s brand and increase employee benefits literacy. • Leverage NFP’s LASSO® model to develop measurable multi-channel employee communication campaigns, focusing on clear, accessible benefits information. • Act as a subject matter expert in employee communications, partnering closely with the Accounts team to provide tailored solutions for NFP clients. • Work cross-functionally with key stakeholders to design and implement highly effective employee communication campaigns that drive results. Goals and Measures of Success: • Regional Project Management Excellence: Projects within the Central region are consistently delivered on time, within scope, and aligned with resource and capacity plans - especially during peak seasons like Open Enrollment (Q4). • Operational Efficiency: Processes and systems are optimized to reduce bottlenecks, improve team coordination and increase the volume of deliverables completed without compromising quality. • Executional Quality: Campaign materials and deliverables reflect a high standard of accuracy, clarity, and design. Once fully onboarded, revisions from internal teammates are minimal. • Stakeholder Confidence: Clients, Account teams, and Employee Communications Practice teammates consistently express confidence in your leadership, communication and subject- matter expertise. • Client Satisfaction: Campaign performance and collaboration receive favorable feedback in client surveys and follow-up conversations. • Practice Impact: Your contributions directly support the Employee Communications Practice in achieving its revenue and recurring revenue goals through timely project delivery and high client retention. Qualifications: • Bachelor’s degree in business administration, communications, human resources, journalism, marketing, graphic design or a related major. (required) • Five to seven years professional marketing, communications and/or graphic design (required) • Demonstrated experience in project management, including managing timelines, resources and cross-functional teams to deliver high-quality communications projects on time and within budget. • Proficient with a variety of technical programs and software - including Adobe Creative Suite, Microsoft Office and content management systems (ie: Wordpress). (required) • Experience working in a professional services or agency environment, managing multiple client accounts and delivering tailored communications solutions in a fast-paced, deadline-driven, growth-oriented setting, including participation in client and prospect meetings as needed. (preferred) Essential Functions and Skills: • Communicate clearly across various settings, both written and verbal, to foster collaboration • Build strong, collaborative relationships with cross-functional teams and clients, promoting cooperation to achieve goals • Present confidently and professionally in client and prospect meetings, representing the National Employee Communications Practice with clarity and poise • Ensure high-quality outcomes by managing multiple projects with meticulous attention to detail and accuracy • Organize and streamline systems and processes to support efficient project execution • Remain calm and effective in responding to diverse demands, adapting to varying working styles and client priorities • Embrace a growth mindset by seeking opportunities to expand skills, adapt to challenges, and continuously learn • Handle confidential and sensitive information with professionalism and discretion • Proactively identify needs and take initiative without waiting to be asked 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. The base salary range for this position is $64,000 to $95,000. 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. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer
Provide administrative support to account teams by managing client files, preparing insurance documents, verifying policy information, and assisting with billing inquiries. | High school diploma or equivalent with 0-2 years related experience; good communication, analytical skills, and attention to detail; P&C license generally not required. | ENTRY013786_1 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. 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. To learn more, please visit: https://www.NFP.com. Summary: This is an entry-level support position designed for individuals beginning their career in insurance. The coordinator will assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. They will gather and input data into the agency management system, provide assistance with various tasks and processes relative to new and renewal accounts. Will participate in special projects as assigned by management or senior level staff (e.g. Account Managers or Account Executives) and trainings with the team that will assist in their learning and development. This is a full-time position. We offer the flexibility of a hybrid schedule, working ideally from our Summersville, WV location. Additional offices where a hybrid schedule is available for this role are Charlotte, NC or Miramar, FL. We are also open to a highly qualified remote candidate who can work a full-time schedule in Eastern Standard Time (EST). Essential Duties And Responsibilities • Creates and maintain client files in accordance with office procedures • Prepares ID cards, certificates of insurance, Accord applications, binders and cancellations under direction of more senior level staff • Learns to compile data for the Account Management Team to use in proposals and coverage checklists., May also assist in preparing proposals • Verifies that documentation (policies and endorsements,) and information requested are accurate • Learns to perform policy checks, audit checks, and the process for completing coverage checklists and coverage recommendation letters (under the direction of senior level staff) • May be first line of answering billing questions from clients and insurance company personnel with assistance from Accounting Dept. when necessary. When order comes in, verifies rates are correct, adjusts for any additional premium and expedites invoice at direction from more senior level staff • Verifies the accuracy and compliance of requested documentation (policies and endorsements) • Processes premium and non-premium endorsements, follows up with carriers for outstanding policies, endorsements, corrections, etc Knowledge, Skills, And/or Abilities • Good written and verbal communication skills • Self-confident to make sound independent decisions • Ability to successfully interact with a variety of people • Team player, adaptive to mentoring and continual learning • Must be able to read, analyze and reconcile financial reports • Possess good analytical and problem solving skills • Attention to details • May be required to work overtime as necessary Education And/or Experience • High School graduate or equivalent • 0-2 years related experience and/or training; or equivalent combination of education and experience Certificates, Licenses, Registration • P&C License is generally not required at this level but may be required per state law 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. The base salary range for this position is $31,000– $40,000. 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. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.
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