Essential Duties And 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, 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
• May supervise or direct the daily job activities of the Coordinators and Account Managers
• 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

Knowledge, Skills, And/or Abilities

• Must be able to work a weekly hybrid schedule from our White Plains, NY office.
• 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.
• Familiarity with major markets, such as AIG, Chubb/ACE, PURE, BerkleyOne and Cincinnati. 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.
• As a Team Lead: you should possess a combination of supervisory and leadership experience, as well as an acumen to develop staff and manager deliverables effectively, while servicing your assigned BOB.

Education And/or Experience

• 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. Fluency with Epic is a plus.
• Industry related supervisory, mentorship, and team lead experience is a plus.

Certificates, Licenses, Registration

• P&C Insurance License required upon hire
• CIC, CPCU or other P&C designation preferred

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 $70,000 - $110,000. 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.

NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. PDN-a07245f3-a04c-44ab-8dab-411740bc6d19