Personal Risk Client Executive/Sales Advisor

Posting Description

Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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:

This is a full-time role offering a hybrid schedule from one of our Central Region offices. Comprehensive experience with P&C markets in the region is required. Some travel within the region is expected. We will consider remote candidates who are experienced in the regional market and able to meet all deliverables and travel requirements.

The Personal Risk Client Executive/Sales Advisor is P&C licensed and experienced in all facets of Personal Insurance, including proven sales skills. This New Business Department is a sales team whose primary role is to advise and deliver personal insurance products tailored to the specific needs of the prospective insured. In this role, you will be provided with leads from any/all non-solicited personal new business opportunities and or referrals presented to NFP. The expedited process of a Client Executive/Sales Advisor is conducted through a single-point-of-contact process, ensuring efficiency for the prospective insured while providing advice and creating an educated buying experience. Strong computer skills along with effective verbal, written and electronic communications are required. You should be able to perform within a team environment and build long-lasting relationships with agency partners, company leadership and staff.

How this benefits you:

You control the sale from start to finish, which means you control the client experience. You’re not dependent on a Producer to close or bind business. You stay focused on new business, not service work. You build deep carrier relationships, strengthening your placement expertise. You operate with autonomy, backed by a strong service infrastructure.

Essential Duties and Responsibilities:

• Understand various Carrier Appetites and Carrier Websites.
• Work closely with Carrier Underwriters to determine risk placement.
• Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes.
• Complete policy correspondence delivery according to agency guidelines and procedures.
• Build and maintain effective working relationships with co-workers, supervisors, and carrier representatives.
• Assist with special projects as assigned by management.

Knowledge, Skills, and/or Abilities:

• Experience in P&C Personal Lines client-facing sales, along with knowledge of coverage needs.
• Comprehensive experience with P&C markets, ideally in the Central Region.
• Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners.
• Ability to work independently and anticipate client and team needs.
• Effective time management and decision-making skills.
• Strong leadership and diligent follow-through skills.
• Ability to negotiate and express ideas clearly in both written and oral communications.
• Proficiency in MS Office suite, CRM- EPIC preferred, MS Teams.
• Influential presentation and public speaking abilities.
• Self-confident to make sound independent decisions.
• Ability to successfully interact with a variety of people/personalities.
• Ability to travel, approx. 5% within the Central region

Education and/or Experience:

• A bachelor’s degree preferred. HS Diploma or GED is required with additional learning/certifications
• More than 3 years of licensed Personal Lines related industry sales and service experience

Certificates, Licenses, Registration:

• Property & Casualty Broker’s License required upon hire
• CPCU, CPRIA, CAPI 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 $55,000 to $75,000. Compensation will also include 40% commission on new business. 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.

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How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at [email protected] or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

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