NFP, an Aon company
Affluent Personal Lines Account Executive (hybrid, Palm Beach Gardens, FL)
NFP, an Aon company, Boca Raton, Florida, us, 33481
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Account Executive, Private Client Group (hybrid, Palm Beach Gardens, FL)
role at
NFP, an Aon company 2 days ago Be among the first 25 applicants Join to apply for the
Account Executive, Private Client Group (hybrid, Palm Beach Gardens, FL)
role at
NFP, an Aon company Get AI-powered advice on this job and more exclusive features. 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. ACCOU013856_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.
Job Summary
The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive 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 their Supervisor. You will take on the role of lead consultant and primary point of contact for assigned clients and you may support the Account Management team where needed. The Account Executive will have client retention targets.
You should have experience servicing clients within Personal Risk/Private Client Business.
This is a full-time role with the flexibility of a hybrid work schedule. This role requires at least 2-3 days a week from our Palm Bach Gardens, FL office
Essential Duties And Responsibilities
Ability to work independently and anticipate client and team needs Strong Microsoft Excel and PowerPoint skills. Must be able run reports, prepare presentations and standard business correspondence 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 direct the daily job activities of the Coordinators and Account Managers 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
Ability to work a weekly hybrid schedule from our Palm Beach Gardens, FL office Knowledge of all areas of Personal/Personal Risk coverage is required Florida market experience is highly preferred Experience with EPIC or similar client management system Possess technical expertise plus good analytical and problem-solving skills Ability to handle situations in a calm, courteous and professional manner 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 client-leadership 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
BA/BS preferred. HS Diploma or equivalent is required More than 5 years industry and Personal Lines/Personal Risk/High net worth experience preferred Experience working with private client insurance carriers 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 – $90,000. 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. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function General Business, Other, and Business Development Industries Insurance Referrals increase your chances of interviewing at NFP, an Aon company by 2x Sign in to set job alerts for “Client Account Executive” roles.
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Account Executive, Private Client Group (hybrid, Palm Beach Gardens, FL)
role at
NFP, an Aon company 2 days ago Be among the first 25 applicants Join to apply for the
Account Executive, Private Client Group (hybrid, Palm Beach Gardens, FL)
role at
NFP, an Aon company Get AI-powered advice on this job and more exclusive features. 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. ACCOU013856_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.
Job Summary
The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. The Account Executive 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 their Supervisor. You will take on the role of lead consultant and primary point of contact for assigned clients and you may support the Account Management team where needed. The Account Executive will have client retention targets.
You should have experience servicing clients within Personal Risk/Private Client Business.
This is a full-time role with the flexibility of a hybrid work schedule. This role requires at least 2-3 days a week from our Palm Bach Gardens, FL office
Essential Duties And Responsibilities
Ability to work independently and anticipate client and team needs Strong Microsoft Excel and PowerPoint skills. Must be able run reports, prepare presentations and standard business correspondence 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 direct the daily job activities of the Coordinators and Account Managers 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
Ability to work a weekly hybrid schedule from our Palm Beach Gardens, FL office Knowledge of all areas of Personal/Personal Risk coverage is required Florida market experience is highly preferred Experience with EPIC or similar client management system Possess technical expertise plus good analytical and problem-solving skills Ability to handle situations in a calm, courteous and professional manner 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 client-leadership 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
BA/BS preferred. HS Diploma or equivalent is required More than 5 years industry and Personal Lines/Personal Risk/High net worth experience preferred Experience working with private client insurance carriers 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 – $90,000. 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. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function General Business, Other, and Business Development Industries Insurance Referrals increase your chances of interviewing at NFP, an Aon company by 2x Sign in to set job alerts for “Client Account Executive” roles.
Boca Raton, FL $67,100.00-$100,600.00 1 month ago Account Executive (Employee Health & Benefits)
Account Executive Senior-Imaging Supplies
Boca Raton, FL $39,975.00-$92,520.00 2 weeks ago Client Relationship Manager- Banking & FS
Sunrise, FL $160,000.00-$180,000.00 1 week ago Boca Raton, FL $67,100.00-$100,600.00 1 month ago Senior Account Executive - Public Relations
Personal Lines Account Manager (Property & Casualty Insurance) - Perm (Fully On-Site in Boca Raton, FL)
Strategic Account Executive, Solstice Dental & Vision - Remote in Plantation, FL, New York, NY or Phoenix, AZ
Plantation, FL $60,000.00-$130,000.00 1 month ago Brand Growth Manager (Strategic Account Management)
Personal Lines Insurance Account Manager- Davie, FL
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Sr. Broker / Commercial Insurance Account Executive – Private Equity
Fort Lauderdale, FL $150,000.00-$250,000.00 3 weeks ago Fort Lauderdale, FL $50,000.00-$55,000.00 1 month ago Davie, FL $60,000.00-$68,000.00 3 days ago Fort Lauderdale, FL $105,000.00-$115,000.00 2 days ago Associate Director, Negotiations & Deal Coaching
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr