Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. The Personal Risk Client Executive/Sales Advisor role involves advising and delivering personal insurance products tailored to client needs, while managing leads and maintaining relationships within the P&C markets.
Responsibilities
- Understand various Carrier Appetites and Carrier Websites
- Work closely with Carrier Underwriters to determine risk placement
- Utilize agency management system, rating system and carrier websites to provide accurate, timely quotes
- Execute policy correspondence delivery per agency guidelines and procedures
- Establish and maintain effective working relationships with co-workers, supervisors, and carrier representatives
- Assist with special projects as assigned by management
Skills
- Comprehensive experience with P&C markets in the Twin Cities Region is required
- P&C licensed and experienced in all facets of Personal Insurance
- Proven sales skills
- Strong computer skills along with effective verbal, written and electronic communications are required
- Ability to perform within a team environment and build long-lasting relationships with agency partners, company leadership and staff
- Experience in P&C Personal Lines client-facing sales, along with knowledge of coverage needs
- More than 3 years of licensed Personal Lines related industry sales and service experience
- Property & Casualty Broker's License required upon hire
- Ability to work independently and anticipate client and team needs
- Effective time management and decision-making skills
- Strong leadership and diligent follow-through skills
- Ability to negotiate and express ideas clearly in both written and oral communications
- Influential presentation and public speaking abilities
- Self-confident to make sound independent decisions
- Ability to successfully interact with a variety of people/personalities
- Ability to travel, approx. 5% with Central region
- A bachelor's degree preferred
- CPCU, CPRIA, CAPI or other P&C designation preferred
- Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners
- Proficiency in MS Office suite, CRM- EPIC preferred, MS Teams
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Performance-based incentives
Company Overview