National Financial Partners
Commercial Insurance Marketing Specialist/Broker (Amherst, NY hybrid)
National Financial Partners, Rochester, New York, United States, 14600
Who We Are:
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com .
Job Summary :
Provide broking/marketing support to producers and team members and contributes to strategic recommendations, problem-solving, and solution development for prospects and clients. Develops a comprehensive understanding of prospect and client risk profiles and exposures and acts to cultivate and maximize insurance market interest leading to the development of effective risk financing and risk transfer solutions. Focuses on tailoring required coverage, terms and conditions, and developing the appropriate program architecture and design. This non-commissioned role does not include writing new business.
This could be an excellent opportunity for a CL Account Manager looking to transition into a marketing/broker role.
This is a full-time opportunity working from our Amherst, NY office. After training, we will be flexible to a hybrid schedule with up to 2 days working from home.
Essential Duties and Responsibilities:Participate in the analysis of clients' or prospects' existing programs and ensure requirements. Review current policies and formulate recommendations for customized risk solutions.Effectively negotiate with insurance carriers; drives financial and non-financial outcomes that support organic revenue development and retention. Seize upon opportunities to creatively upsell and cross-sell, leading to greater client product density and expanded account margin.Ensure placements are handled according to NFP's service model standards and timelines.Support the team in developing client/prospect diagnostics working at the direction of the Broker or Senior Broker to complete a total program assessment, including total cost of risk, service deliverables, and opportunities for multi-faceted program improvement.Assist in timely production of required documentation and follow-up, ensuring timely flow of materials.Assist team members with proposal development for existing and prospective clients.Respond to client queries and concerns to resolve issues promptly.Review binders and policies to ensure terms and conditions are accurately reflected.Attend client meetings with team; leading to refined and enhanced client communication and presentation skills.Present to local account executives, participate in RFPs, occasional client meetings and conference calls.Support the deployment of data and analytics to provide program insights for clients and the broking team.Develop productive business relationships with key insurance underwriters and local NFP account teams.Cultivate a thorough understanding of markets to better assist the producer team.Execute on NFP's broking strategies, including strategic carriers, panels, and preferred wholesaler utilization.Develop and maintain a thorough knowledge of the insurance marketplace, and the various lines, products and services offered by various insurers.Ensure client, broking and brokerage data files are maintained in a complete, organized and timely fashion.Knowledge, Skills, and/or Abilities:Must be able to work M-F from the Amherst, NY office as requiredStrong written and verbal communication skillsAbility to successfully interact with a variety of peopleSolid negotiation skills ability to adjust approach to effectively drive optimal outcomes depending on different personalitiesDemonstrated ability to work independently and as part of a teamStrong attention to detail, demonstrating reliability and accuracyStrong organizational skills with the ability to adjust to changing workload and prioritiesAble to coordinate resources and responsibilitiesSelf-motivated with positive attitude and sense of urgencyDetail-oriented with strong analytical skills, both quantitative and qualitativeDemonstrated knowledge using Microsoft Office SuiteExperience with Epic (agency management system) or similar, a plusEducation and/or Experience:Two plus years of commercial lines experience or equivalent is preferredBachelor's degree preferred. A high school diploma or equivalency is requiredWorking knowledge of carrier underwriting practices and processes preferredCertificates, Licenses, Registration:P&C License required upon hire or able to obtain within 60 days of hire along with having relevant commercial lines experienceAdvanced industry designation(s) (e.g. CPCU, CIC, ARM) a plusWhat We Offer:
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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 $60,000 $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.
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com .
Job Summary :
Provide broking/marketing support to producers and team members and contributes to strategic recommendations, problem-solving, and solution development for prospects and clients. Develops a comprehensive understanding of prospect and client risk profiles and exposures and acts to cultivate and maximize insurance market interest leading to the development of effective risk financing and risk transfer solutions. Focuses on tailoring required coverage, terms and conditions, and developing the appropriate program architecture and design. This non-commissioned role does not include writing new business.
This could be an excellent opportunity for a CL Account Manager looking to transition into a marketing/broker role.
This is a full-time opportunity working from our Amherst, NY office. After training, we will be flexible to a hybrid schedule with up to 2 days working from home.
Essential Duties and Responsibilities:Participate in the analysis of clients' or prospects' existing programs and ensure requirements. Review current policies and formulate recommendations for customized risk solutions.Effectively negotiate with insurance carriers; drives financial and non-financial outcomes that support organic revenue development and retention. Seize upon opportunities to creatively upsell and cross-sell, leading to greater client product density and expanded account margin.Ensure placements are handled according to NFP's service model standards and timelines.Support the team in developing client/prospect diagnostics working at the direction of the Broker or Senior Broker to complete a total program assessment, including total cost of risk, service deliverables, and opportunities for multi-faceted program improvement.Assist in timely production of required documentation and follow-up, ensuring timely flow of materials.Assist team members with proposal development for existing and prospective clients.Respond to client queries and concerns to resolve issues promptly.Review binders and policies to ensure terms and conditions are accurately reflected.Attend client meetings with team; leading to refined and enhanced client communication and presentation skills.Present to local account executives, participate in RFPs, occasional client meetings and conference calls.Support the deployment of data and analytics to provide program insights for clients and the broking team.Develop productive business relationships with key insurance underwriters and local NFP account teams.Cultivate a thorough understanding of markets to better assist the producer team.Execute on NFP's broking strategies, including strategic carriers, panels, and preferred wholesaler utilization.Develop and maintain a thorough knowledge of the insurance marketplace, and the various lines, products and services offered by various insurers.Ensure client, broking and brokerage data files are maintained in a complete, organized and timely fashion.Knowledge, Skills, and/or Abilities:Must be able to work M-F from the Amherst, NY office as requiredStrong written and verbal communication skillsAbility to successfully interact with a variety of peopleSolid negotiation skills ability to adjust approach to effectively drive optimal outcomes depending on different personalitiesDemonstrated ability to work independently and as part of a teamStrong attention to detail, demonstrating reliability and accuracyStrong organizational skills with the ability to adjust to changing workload and prioritiesAble to coordinate resources and responsibilitiesSelf-motivated with positive attitude and sense of urgencyDetail-oriented with strong analytical skills, both quantitative and qualitativeDemonstrated knowledge using Microsoft Office SuiteExperience with Epic (agency management system) or similar, a plusEducation and/or Experience:Two plus years of commercial lines experience or equivalent is preferredBachelor's degree preferred. A high school diploma or equivalency is requiredWorking knowledge of carrier underwriting practices and processes preferredCertificates, Licenses, Registration:P&C License required upon hire or able to obtain within 60 days of hire along with having relevant commercial lines experienceAdvanced industry designation(s) (e.g. CPCU, CIC, ARM) a plusWhat We Offer:
NFP is proud to offer a competitive salary, PTO and paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first 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 $60,000 $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.