Account Executive

NFP Corp10 months ago
Santa Ana, CA, United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are consultative advisors and problem solvers helping companies and individuals around the globe address their most significant risk, workforce, wealth management, and retirement challenges. The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. This role involves preparing applications, specifications, and marketing strategy for new business as well as renewals, and may require serving as the lead consultant and primary point of contact. Revenue goals and client retention targets may also be part of the role.

Key Responsibilities

  • Negotiates terms, conditions, coverage limits, and pricing with carriers and wholesalers.
  • Works with the Claims Department on relevant claims for assigned clients.
  • Ensures accurate and updated information (exposures, driver details, reporting forms, signed endorsements, etc.) to avoid E&O claims.
  • Maintains a follow-up diary to ensure policies, endorsements, and other information are received as required.
  • Supervises or directs the daily activities of Coordinators and Account Managers when needed.
  • Builds and maintains strong relationships with carriers and clients, keeping them informed about industry trends and regulatory issues.

Required Qualifications

  • Excellent written communication skills; adept at editing and presenting numeric data effectively.
  • Self-confident with the ability to make sound independent decisions.
  • Proven ability to interact successfully with a variety of personalities.
  • Strong leadership skills.
  • Capable of reading, analyzing, and reconciling financial reports.
  • Possesses technical expertise along with strong analytical and problem-solving skills.
  • Demonstrates the ability to handle situations in a calm, courteous, and professional manner.
  • Exhibits strong attention to detail along with decision-making and problem resolution skills.
  • Typically more than 5 years of industry and product line experience.
  • P&C Insurance License required.

Preferred Qualifications

  • BA/BS preferred.
  • CIC, CPCU, or other P&C designation preferred.

Benefits & Perks

  • Compensation: Base salary range is $70,000 to $130,000, determined by factors including experience, credentials, education, certifications, skill level, scope of the role, and geographic location. Performance-based incentives may also apply.
  • PTO & paid holidays.
  • 401(k) with match.
  • Exclusive discount programs.
  • Health & wellness programs.
  • A supportive PeopleFirst culture.

Required Skills

Problem-Solving
Risk Management
Client Relationship Management
Financial Analysis
Insurance Expertise
Effective Communication
Negotiation
Leadership