Note: The job is a remote job and is open to candidates in USA. NFP, an Aon company, is a consultative insurance advisory organization that helps individuals and companies address risk and related challenges. The Personal Risk Client Executive/Sales Advisor will advise prospective insureds, sell tailored personal insurance products, manage new business from lead through close or binding, and develop relationships with carriers, agency partners, leadership, and staff.
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
- Complete policy correspondence delivery according to agency guidelines and procedures
- Build 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
- Some travel within the region is expected
- We will consider remote candidates who are experienced in the regional market and able to meet all deliverables and travel requirements
- The Personal Risk Client Executive/Sales Advisor is P&C licensed and experienced in all facets of Personal Insurance, including proven sales skills
- Strong computer skills along with effective verbal, written and electronic communications are required
- • Experience in P&C Personal Lines client-facing sales, along with knowledge of coverage needs
- • Comprehensive experience with P&C markets in the Twin Cities Region
- • Demonstrated experience with related carriers such as Travelers, Safeco, Progressive, AutoOwners
- • 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
- • Proficiency in MS Office suite, CRM- EPIC preferred, MS Teams
- • 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
- • HS Diploma or GED is required with additional learning/certifications
- • More than 3 years of licensed Personal Lines related industry sales and service experience
- • Property & Casualty Broker's License required upon hire
- • A bachelor's degree preferred
- • CPCU, CPRIA, CAPI or other P&C designation preferred
Benefits
- Hybrid schedule from our St. Paul or Plymouth, MN offices
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- 40% commission on new business
- Performance-based incentives
- Two “Global Wellbeing Days” each year
- A variety of working style solutions for our colleagues
- Continuous learning culture that inspires and equips you to learn, share and grow
- Inclusive workplace
Company Overview