Personal Risk-Middle Markets, Account Executive (EST remote)

NFP•Berkeley Heights, NJ

8d•$65,000 - $75,000•Remote

About The Position

This role is for the Personal Risk Middle Market Team of our PCG Group. 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 senior staff. In this role, you will take on the role of lead consultant and primary point of contact for assigned clients. You will have revenue goals and/or client retention targets. Y ou should have experience managing a book at/close to 1.7M in premium; total accounts in this BOB is approx 550 clients with growth expectations. This is a full-time remote role working an EST schedule, M-F, 8:30-5:00 with flexibility.

Requirements

When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift.
Must have Personal Lines and High Net Worth/Private Client Group (PCG) client coverage experience.
P&C Account/Client Management experience with a retail brokerage or independent agency.
Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
Familiarity with major markets, such as Travelers, Hanover, Plymouth Rock. This includes knowledge of their products, appetite and experience with their quoting systems.
Highly professional and self-motivated.
Excellent verbal and interpersonal skills with the ability to communicate with clients, colleagues, and carriers and interact with a variety of people/personalities.
Proficiency in Outlook, Word, and Excel.
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.
Possess technical expertise plus solid analytical and problem-solving skills.
Ability to handle situations in a calm, courteous and professional manner.
Strong leadership skills and negotiation 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.
A bachelor’s degree is preferred.
HS Diploma or GED is required with additional learning/certifications.
Ideally, more than 5 years of Personal Lines industry and product line experience with extensive High Net Worth Account/Client Management experience. This must include experience at an independent agency or retail insurance brokerage.
In addition to familiarity with the major markets as mentioned above, a familiarity with carriers such as Travelers and Progressive as well as The National Flood Ins. Program.
Experience with an agency management system/CRM is required.
P&C Insurance License required upon hire

Nice To Haves

Fluency with Epic is highly desired.
CIC, CPCU or other P&C designation a plus

Responsibilities

Negotiates terms, conditions, coverage limits and pricing with carriers and wholesalers.
Responsible for accurate information such as updated exposures, driver information, reporting forms, signed endorsements and miscellaneous information to avoid any E&O claims.
Maintains a follow-up system to ensure policies, endorsements and other information is received to comply with requests.
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.