Executive Rbc Wealth Management Jobs in Washington

Posting Description
Who We Are:

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the world 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.

Summary of Role:

We are seeking an experienced Commercial Lines, Account Executive/Sr. Account Executive with generalist coverage experience and ideally have also serviced specialized Eldercare Facilities clients (includes long-term care, senior living, independent living, assisted living, nursing homes, home health, rehab and hospice). You will take on a critical advisory role in establishing high-level client engagement and relationship management of middle-market and complex clients. You should be able to speak with authority with regards to coverage analysis, claim review and risk management efforts. Understand alternative risk structures, including high-deductible plans, self-insurance and layered property placements with critical thinking ability to provide positive, impactful insurance program solutions. You should be comfortable conducting presentations and client meetings. You should have demonstrated experience with all property and casualty coverage lines, general liability, professional liability, property, builders risk, difference in conditions (DIC), flood, deductible buy down workers compensation and auto. In addition, the requirement extends to be well-versed with management liability coverage lines (D&O, EPL, Crime, Cyber and Fiduciary). You should be able to support multiple Producers and manage a BOB of 1.5M revenue. Title and salary will be commensurate with experience and knowledge.

This is a full-time remote position. Typical work hours are 8:30-5 :00 ET, M-F. Candidates would ideally be in the mid-Atlantic or East Coast for the ability and feasibility for occasional travel to client meetings or our designated offices if required. Title and salary will be commensurate with knowledge and experience.

Essential Duties and Responsibilities:

• Manage primary client relationship and development of customer service plan. Maintain a focus on growth and retention of assigned book of business.
• Establish and maintain a high level of trust with clients through consistent contact and proactive resolution of any actionable serving items, questions or concerns.
• Initiate client meeting to strategize for the renewal marketing process. Advise on the best coverage alternatives.
• Able to review ownership and management contracts, property leases and other contractual documents to gather important information and insurance requirements for compliance purposes.
• Will discuss and negotiate coverage and related pricing with carriers and wholesalers based on in depth understanding of client's exposures and historical claims.
• Prepare renewal submission based on strategy client meeting results, including loss analysis, changes in exposure/operations and recommended coverage options. Conduct renewal presentation with clients either individually or with other members of the team.
• Strong knowledge of Marketing/Underwriting Process including selecting appropriate markets based on appetite, presenting the clients operational story in the best light to the underwriter, summarizing historical claims, documenting carrier clearance. Continuing high-level and consistent carrier/wholesale communication to obtain the most comprehensive quote by the target timeline.
• Be a strategic negotiator to obtain comprehensive coverage and most competitive premium,
• Develop strong relationships with business partners including carrier underwriters, wholesalers and any other professional service providers.
• Ability to travel 2-3 times a year as required for client or other meetings.

Organizational and Personal Development:

• Set priorities and manage workflow and timelines to ensure goals are met
• Document correspondence, electronic documents and all pending activities within the Management Operating System
• Engage and encourage consistent professional communication with clients, carriers and staff
• Stay informed with industry insurance information, training, new available markets or technologies and changing legislation affecting the eldercare industry
• Provide mentorship and oversight of account Associates and Account managers as assigned. Provide oversight of their client servicing tasks, including Pre-Renewal and Post-binding work, etc.
• Should have potential and desire to grow into a staff leadership function

Job Specifications/Requirements:

• Property and casualty insurance license upon hire is required. Professional designations preferred (CIC, AAI, CISR, CPIA)
• Ideally 10+ years Property Casualty servicing experience
• BA/BS degree is preferred. HS Diploma or equivalent is required
• Demonstrated in-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters
• Strong written, verbal and negotiation skills
• Ability to prioritize and self-manage workload
• Advanced MS Office skills, to include Excel, Word, Powerpoint
• EPIC experience is preferred, but will consider other agency management system experience
• 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

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 cultivating 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 $100,000 - $150,000. 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.

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How we support our colleagues

In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well.

Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us atReasonableAccommodations@Aon.comor your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience.

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