NFP, an Aon company
Account Executive - Private Client/HNW (Remote)
NFP, an Aon company, Boston, Massachusetts, us, 02298
Account Executive - Private Client/HNW (Remote)
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Account Executive - Private Client/HNW (Remote)
role at
NFP, an Aon company .
About the Company 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 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. For more information, visit https://www.NFP.com.
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 role prepares applications, specifications and marketing strategies for new business and renewals of assigned clients, with supervision and approval from a supervisor. The Account Executive may act as lead consultant and primary point of contact for assigned clients and may have revenue goals or client retention targets.
Essential Duties and Responsibilities
Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
Work with the Claims Department on relevant claims for assigned clients.
Maintain accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous data to avoid any E&O claims.
Maintain a diary (follow‑up system) to ensure policies, endorsements and other information are received to comply with requests.
May supervise or direct the daily job activities of Coordinators and Account Managers.
Build and maintain strong relationships with carriers and clients through regular contact and client visits, and keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
Knowledge, Skills, and 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 leadership skills.
Must be able to read, analyze and reconcile financial reports.
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 Experience
BA/BS preferred.
Typically more than 5 years of industry and product line experience.
Certificates, Licenses, Registration
P&C Insurance License required.
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. The base salary range for this position is $65,000 – $115,000, determined by factors such as experience, credentials, education, certifications, skill level required, 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 is an inclusive Equal Employment Opportunity employer.
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Account Executive - Private Client/HNW (Remote)
role at
NFP, an Aon company .
About the Company 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 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. For more information, visit https://www.NFP.com.
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 role prepares applications, specifications and marketing strategies for new business and renewals of assigned clients, with supervision and approval from a supervisor. The Account Executive may act as lead consultant and primary point of contact for assigned clients and may have revenue goals or client retention targets.
Essential Duties and Responsibilities
Negotiate terms, conditions, coverage limits and pricing with carriers and wholesalers.
Work with the Claims Department on relevant claims for assigned clients.
Maintain accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous data to avoid any E&O claims.
Maintain a diary (follow‑up system) to ensure policies, endorsements and other information are received to comply with requests.
May supervise or direct the daily job activities of Coordinators and Account Managers.
Build and maintain strong relationships with carriers and clients through regular contact and client visits, and keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.
Knowledge, Skills, and 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 leadership skills.
Must be able to read, analyze and reconcile financial reports.
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 Experience
BA/BS preferred.
Typically more than 5 years of industry and product line experience.
Certificates, Licenses, Registration
P&C Insurance License required.
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. The base salary range for this position is $65,000 – $115,000, determined by factors such as experience, credentials, education, certifications, skill level required, 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 is an inclusive Equal Employment Opportunity employer.
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