Account Executive for High Net Worth Personal Lines at NFP. Servicing clients and negotiating with carriers with a focus on relationship management and client retention.
Responsibilities
Service an existing private client book of business.
Interact with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.
Prepare applications, specifications and marketing strategy for new business as well as renewals of assigned clients.
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 to avoid any E&O claims.
Supervise or 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.
Requirements
Typically more than 5 years of industry and HNW Personal Lines experience.
Experience in working with HNW carriers including but not limited to Chubb, PURE, Private Client Select, Berkley One, Cincinnati and Vault.
P&C experience must include a recent tenure with a retail brokerage or independent insurance agency.
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