Posting Description
Strategic Responsibilities:- Partner with Advisor to help manage and grow their book of business.
- Provide strategic guidance and tactical support to grow Advisor's private equity related book of business.
- Liaison between Advisor and Account Management staff to effectively deliver NFP services to clients.
- Provide oversight and accountability on client deliverables throughout the year (ie: renewal policies/summary delivery, stewardship reports, pre-renewal strategies, etc.).
- Build and maintain effective NFP corporate relationships to benefit clients (ie: Data Analytics, Mergers & Acquisitions Team, Management Liability Practice, Cyber Liability Practice, Energy Practice, Real Estate Practice, Claims Practice, Legal, Risk Management/OSH, etc.)
- Assist in finding, recruiting, & training next Strategic Client Manager in the future as book of business supports the growth.
New Business:- Effectively communicate with prospective clients throughout the new business sales cycle.
- Assist in closing prospective clients alongside the Advisor to include helping on proposals/pitch presentations, analytics, service deliverables, service calendars, etc.
- Provide new clients strategic guidance on timeline/deliverables with NFP.
- Assist Advisor in obtaining necessary data from prospects and follow up on open items when full submission is not fully completed and received.
Marketing/Renewals:- Responsible to act on and complete client requests and/or action items that may arise during the year with assistance from Account Management teams. Including but not limited to:
- Responding to new coverage requests, gathering information on a new company, acquisition or project, communicating with carrier markets for quotes and reviewing for accuracy.
- Meet with Advisor on a regular basis to assist with renewal and communication strategy and address client concerns.
- Responsibilities as it relates to Renewal Business:
- Serve as the line of communication between the Advisor and Account Management team to ensure that the renewal process is moving forward in a timely manner; maintain and manage renewal calendar, perform appropriate outreach and ensure effective communication to clients and Advisor regarding updates on incumbent and alternative options.
- Negotiate with underwriters as needed.
- Provide feedback and guidance on proposals as needed.
- Lead proposal meetings with clients with or without Advisor presence.
- Document meeting takeaways and next steps; ensure proper execution and follow up.
Client Retention:- Coordinate and run midyear/stewardship meetings with clients.
- Coordinate broader NFP resources (ie: Data Analytics, Mergers & Acquisitions Team, Management Liability Practice, Cyber Liability Practice, Energy Practice, Real Estate Practice, Claims Practice, Legal, Risk Management/OSH, etc.)
- Develop and communicate client strategies with broader NFP resources to the local Account Management staff.
- Engage in regular meetings with Advisor to coordinate client servicing, strategy, etc.
Knowledge, Skills or Abilities:- Knowledge of all areas of commercial property & casualty insurance coverage
- Ability to work independently and anticipate client and team needs
- Effective time management and decision making skills
- Diligent follow-up skills
- Ability to express ideas clearly in both written and oral communications
- Strong Microsoft Excel and PowerPoint skills
- Commanding presentation and public speaking abilities
Education and/or Experience:- Property & Casualty Broker's License required upon hire. CPCU or other P&C designation preferred
- BA/BS preferred; Master's degree in relevant subject (e.g., business, statistics, math/science, and actuarial science) highly desirable.
- More than 10 years of industry and product line experience.
- Must have retail brokerage experience (can be in addition to, but not limited to only Carrier, Wholesaler, and Intermediary agencies)
- Experience with the EPIC and Salesforce systems preferable
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 $163,000 - $175,000. 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.
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