Posting Description

Summary: This is a full-time position on our Commercial Lines Group Captive Team. The Account Executive/Sr. AE will be the relationship manager and strategic advisor on an assigned book of business, working with the Account Management team to handle your book of business. You will strategize in cross-selling/rounding out coverages and work to ensure a seamless renewal process for clients and effectively deliver the resources of NFP to our clients and provide guidance on all commercial coverage lines. While specialized knowledge in Group Captives is ideal, it can be obtained on the job with CL experience. You will interact with clients on a day-to-day basis while nurturing and maintaining relationships with both client and carrier representatives. You will work with the Team to prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients. Work is completed with a significant amount of independent discretion.

This is a full-time position. We offer the flexibility of a hybrid schedule with at least a couple of days a week in our Wilmington, DE or Rehoboth, DE offices. Working in the office is required and is crucial for fostering collaboration and career connections. The Account Executive will also accommodate approximately 30% travel within an assigned East Coast territory. Title and Salary will be commensurate with experience and knowledge.

The Value You Bring - and What You Get Back: This role is designed for a P&C professional who excels at guiding clients through complex risk decisions - without a sales production requirement. You'll serve as a trusted advisor while employing a deep bench of internal resources and visionary leaders to continually expand your technical expertise and gain regional and national visibility, working across a range of clients, markets, and teams, while contributing to sophisticated risk strategies, including Group Captives and other complex insurance structures. This is a chance to make a direct impact on client outcomes through thought leadership, innovation, and high-quality relationship management. You'll excel in a highly collaborative, team-oriented environment where Account Executives, Advisors, and Account Management professionals partner closely to deliver best-in-class solutions. With access to a broad platform of carrier relationships, internal specialists, and industry expertise, you'll be supported in doing your best work!

Key Outcomes: Provide guidance to clients on all CL coverage lines, with specialized knowledge of Group Captives. Service and lead all aspects of a book of business, including complex Property & Casualty risks. Provide strategic insight, market intelligence, and innovative risk solutions.

• Partner closely with Account Management, claims and loss control teams to identify coverage enhancements, develop submission strategies, and deliver tailored client solutions that drive retention and growth.
• Lead stewardship, pre-renewal and renewal meetings, and coordinate internal knowledge leaders to deliver a comprehensive client experience.

Essential Duties and Responsibilities:

• Maintain exemplary service relationships with clients; serve as a trusted advisor on Property & Casualty coverages, carrier offerings, and risk financing strategies.
• Assist in the preparation of renewal proposals in collaboration with Account Management teams.
• Act on and complete client requests throughout the policy lifecycle, partnering with internal teams to ensure timely and accurate execution.
• Collaborate regularly with Account Management, claims and loss control teams to develop renewal strategies, address client concerns, and enhance client communications.
• Lead client meetings and presentations, providing strategic insight and cultivating relationships.
• Maintain a focus on client retention, satisfaction, and organic growth within an assigned BOB.
• Proactively resolve client issues and uncover opportunities to enhance coverage, improve program structure, or reduce total cost of risk.

Strategic Responsibilities:

• Act as a central point of coordination across the risk management team to harness the resources of NFP for client success.
• Drive consistency in service delivery, ensuring protocols are applied across the account team.
• Contribute to the development and execution of client service plans, including timelines, key results, and pivotal initiatives.
• Support internal collaboration by sharing client insights, market intelligence, and opportunities across broader organizational resources.

Marketing / Renewals:

• Assist in the renewal strategy discussions with Account Management teams, advising on optimal coverage structure, market approach and client alignment.
• Coordinate the renewal marketing process, including preparation of submission materials and review of carrier proposals.
• Assist in analyzing carrier quotes and coverage options in collaboration with the account team to deliver comprehensive, client-focused recommendations.
• Serve as the key communication link between client and the internal account team to ensure expectations and strategy are properly implemented.

Knowledge, Skills, and/or Abilities:

• Deep knowledge of Commercial Property & Casualty insurance required. Group Captives experience preferred.
• Proven ability to collaborate effectively within a team-based service model to drive client outcomes. Strong relationship-building skills.
• Excellent written and verbal communication skills, with the ability to present complex concepts.
• Familiarity with EPIC or other agency management systems preferred. Strong analytical, problem-solving, and decision-making capabilities.
• Adaptable and meticulous with the ability to handle multiple priorities in a fast-paced environment.
• Highly organized with excellent time management and planning skills. Strong relationship-building skills with both internal collaborators and external partners.
• Maintain a professional and secure remote work environment and high-speed internet.

Education and/or Experience:

• Property & Casualty Broker's License required upon hire; CPCU or similar designation preferred.
• High School Diploma or equivalent required. Bachelors degree preferred.
• 10+ years of P&C experience with a strong background in commercial insurance is ideal. Prior retail brokerage experience required.

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 - $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 established on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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