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 – $125,000. 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.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
NFP, an Aon company Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about NFP, an Aon company and has not been reviewed or approved by NFP, an Aon company.
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Healthcare Strength — Medical, dental, and vision coverage is complemented by mental‑health/EAP and wellness offerings, indicating a robust core health package. Recent plan updates and public benefit overviews point to ongoing investment in comprehensive healthcare options.
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Leave & Time Off Breadth — Generous PTO, paid holidays, sick time, bereavement leave, and paid volunteer time are called out alongside flexible/remote work programs that enhance usability. This breadth supports time away for rest, family needs, and community engagement.
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Retirement Support — A 401(k) with company match is a standard element of the package and a meaningful component of total rewards. Defined plan features, including a clear match formula and vesting schedule, signal structured long‑term support.
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What We Do
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges. With colleagues across the U.S., Canada, UK and Ireland, and global capabilities enhanced by the Aon advantage, NFP serves a diversity of clients, industries and communities. Our collaborative team provides specialized expertise and customized solutions, including property and casualty insurance, employee benefits, life insurance, executive benefits, wealth management and retirement plan advisory. Risk Capital We provide proactive management of complex risks. Managing risk may be complicated, but we’re easy to work with – we implement new administrative technologies and solutions that work for you and your business. Our services are consultative and put your organization’s needs first. We do our research and uncover potential exposures before they’re a problem. Commercial Coverage Expertise Industry Specialty Teams Personal Risk Support Services Human Capital Discover a holistic approach to your people management strategy and individual solutions that help protect what matters. As a people first company, we recognize the importance of people at the core of our business and our lives – whether you need help with your business or with your life, our experts want to connect you with tailored solutions that meet your needs. Employee Benefits Executive Benefits Life Insurance Retirement Advisory Talent Solutions Wealth Management
