Posting Description

Summary of Role:

We are seeking an experienced Commercial Lines, Senior Account Executive Executive with generalist coverage experience. You will be the relationship manager and strategic advisor on an assigned book of business. You will work with the Account Management Team to manage 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. You will provide authoritative guidance on all commercial coverage lines You should be comfortable conducting presentations and client meetings. Partner 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 remote position or hybrid from one of our GA or FL offices. Candidates would ideally be in the mid-Atlantic or East Coast for the ability and feasibility for occasional travel to client meetings or our designated offices if required.

Essential Duties and Responsibilities:

• Lead primary client relationship and development of customer service plan. Maintain a focus on growth and retention of assigned book of business.
• Establish and maintain a high level of trust with clients through consistent contact and proactive resolution of any actionable serving items, questions or concerns.
• Initiate client meeting to strategize for the renewal marketing process. Advise on the best coverage alternatives.
• Able to review ownership and management contracts, property leases and other contractual documents to gather important information and insurance requirements for compliance purposes.
• Will discuss and negotiate coverage and related pricing with carriers and wholesalers based on in depth understanding of client's exposures and historical claims.
• Prepare renewal submission based on strategy client meeting results, including loss analysis, changes in exposure/operations and recommended coverage options. Conduct renewal presentation with clients either individually or with other members of the team.
• Strong knowledge of Marketing/Underwriting Process including selecting appropriate markets based on appetite, presenting the clients operational story in the best light to the underwriter, summarizing historical claims, documenting carrier clearance. Continuing high-level and consistent carrier/wholesale communication to obtain the most comprehensive quote by the target timeline.
• Be a strategic negotiator to obtain comprehensive coverage and most competitive premium,
• Develop strong relationships with business partners including carrier underwriters, wholesalers and any other professional service providers.
• Ability to travel 2-3 times a year or as required for client or other meetings.

Organizational and Personal Development:

• Set priorities and manage workflow and timelines to ensure goals are met
• Document correspondence, electronic documents and all pending activities within the Management Operating System
• Engage and encourage consistent professional communication with clients, carriers and staff
• Stay informed with industry insurance information, training, new available markets or technologies and changing legislation affecting the eldercare industry
• Provide mentorship and oversight of account Associates and Account managers as assigned. Provide oversight of their client servicing tasks, including Pre-Renewal and Post-binding work, etc.
• Should have potential and desire to grow into a staff leadership/mentor function

Knowledge, Skills, and/or Abilities:

• Deep knowledge of Commercial Property & Casualty insurance required.
• 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 manage multiple priorities in a fast-paced environment.
• Highly organized with excellent time management and planning skills. Strong relationship-building skills with both internal stakeholders 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.
• Bachelor's degree preferred; High School Diploma or equivalent required.
• 10+ years of industry experience with a strong background in commercial insurance is ideal. Prior retail brokerage experience required.
• Advanced MS Office skills, to include Excel, Word, Powerpoint

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 $100,000 -130,000. 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!