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Role Description

The Personal Risk Client Executive is P&C licensed and experienced in all facets of Personal Insurance, including proven sales skills. Your primary role is to advise and deliver personal insurance products tailored to the specific needs of the prospective insured. In your role, you will be responsible for both generating new business opportunities and driving sales within the insurance sector for personal lines. You may also be provided with leads from non-solicited personal new business opportunities and or referrals presented to NFP. The expedited process of a Client Executive is conducted through a single-point-of-contact process, ensuring efficiency for the prospective insured while providing advice and creating an educated buying experience. Strong computer skills along with effective verbal, written and electronic communications are required. You should be able to perform within a team environment and build lasting relationships with agency partners, company leadership and staff.

The ideal candidate for this role is someone with P&C insurance new business production experience.

This is a full-time role offering a hybrid schedule from any of our Atlantic Region offices. We will consider a remote option for candidates with established Personal Lines/Risk sales and business development experience. For a remote option, you should be within the MidAtlantic region to accommodate client and other meetings and events as required.

Qualifications

• Previous experience in insurance sales or a similar insurance role is preferred.
• Excellent verbal and written communication skills, with the ability to effectively convey information and build rapport with clients.
• Strong analytical and problem-solving abilities to identify client needs and offer suitable solutions.
• Ability to establish and maintain positive relationships with clients and team members.
• Robust documentation approach for memorializing all client interactions required.
• Highly motivated and goal-oriented, with a strong drive to achieve sales targets.
• Active property and casualty license is required.
• Strong knowledge of insurance products and risk management.
• Excellent interpersonal, communication and negotiating skills.
• Proficient in Microsoft Office, Teams, and Excel.

Requirements

• More than 3 years of directly related industry sales and service experience.
• A bachelor’s degree preferred. HS Diploma or GED is required with additional learning/certifications.
• A P&C Insurance License is required upon hire.
• CIC, AINS or other P&C designation preferred.

Benefits

• Competitive salary.
• PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.
• Base salary range for this position is $50,000 – $65,000.
• Additional compensation: 40% of commissions received on new business.
• 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.