Private Client Group, Account Executive (hybrid CO, AZ, NV or remote)

NFP•Greenwood Village, CO

21h•$65,000 - $8,700•Hybrid

About The Position

This role is for our Private Client Group (PCG)/High Network team. You should have servicing experience in Personal Risk and/or PCG. The Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives. You will prepare applications, specifications and marketing strategy for new business as well as the renewals of assigned clients with some degree of supervision and approval from the Supervisor. You will take on the role of lead consultant and primary point of contact for their assigned clients. You should be prepared to manage your own book of business (approx. 2.2M premium) of middle-market to high-net-worth clients and achieve revenue goals and client retention targets. This is a full-time hybrid position working from either our Colorado, Arizona or Nevada offices. Work hours are typically M-F, 8:30-5:00pm - flexibility with hours will be considered. We will consider a remote option for those well-experienced with high-net-worth clients.

Requirements

Excellent written communication skills – writes clearly; edits work for spelling and grammar; varies writing style to meet needs; presents numeric data effectively; able to read and interpret written information.
Self-confident to make sound independent decisions.
Ability to successfully interact with a variety of people/personalities.
Strong negotiations and customer service skills.
Possess technical expertise plus good analytical and problem-solving skills.
Ability to handle situations in a calm, courteous and professional manner.
Strong attention to detail, decision-making skills and problem resolution.
Demonstrated experience in managing multiple and time-sensitive verticals of communication and documentation.
Highly organized with excellent verbal, written communication skills along with effective presentation skills.
Self-confident to make sound independent decisions.
Able to work overtime as necessary.
Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
Ability to handle situations in a calm, courteous and professional manner.
Customer-focused to establish and maintain effective relationships.
Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook.
Intermediate level of experience in agency management system(s). EPIC /Applied preferred.
Ability to prioritize multiple tasks to meet deadlines.
Possess strong analytical and problem-solving skills.
Sharp attention to detail, decision-making skills, and problem resolution.
Flexibility and adaptability to changing priorities, deadlines and technology.
P&C Insurance License is required upon hire.

Nice To Haves

CIC, CPCU or other P&C designation preferred.

Responsibilities

Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
Works with the Claims Department on relevant claims for assigned clients.
Responsible for accurate information such as updated exposures, driver information, signed documents and miscellaneous information to avoid any E&O claims.
Manage the renewal and marketing process from start to finish.
Communicates directly with clients and carriers, in collaboration with the account management team.
Creates and maintains client files in accordance with office procedures.
Responsible for keeping client policy records in the agency management system.
Build and maintain strong relationships with carriers, and clients through regular contact and client visits.
Keep clients apprised of appropriate industry trends and events, including all state and federal regulatory issues.