NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. 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. NFP is looking for an enthusiastic and experienced relationship management professional. This role will be focused on strategic relationship management and retention of Mid-Market core clients.
Responsible for managing the overall relationship with assigned Mid-Market core clients including developing and engaging multiple relationships throughout and within the client organization. Develop and obtain a broad knowledge of internal operations to efficiently and effectively solve the needs of the audience and the circumstances at hand Maintain accurate records of client (or prospect) contacts and their products utilizing account management software or other technology. Establish oneself as a self-starter leader with client account teams and take ownership of the success of client and colleague relationships Contribute to client team's holistic service strategy and establish quality standards to improve client's experience The ability to understand basic insurance program structure and content is essential Develop expertise, and remain current, in assigned client industry and/or market area, NFP's resources and capabilities, and engage in structured continuing education Establish, execute, and accountable for implementation of the formal NFP strategic relationship management cadence Seeks annual client feedback/grading on NFP's performance Travel to visit clients and engage in client development activities and entertainment. Travel approximately 25%-40%; Required Skills & Qualities
10+ years' experience in relationship management with face-to-face private equity (or similar) client experience
Exceptional interpersonal skills capable of interacting with private equity and C-suite clients to cultivate strong relationships through effective communication and trust
Elite project management, communication, and presentation skills
Manages time effectively through excellent organization, time-management, and multi-tasking skills
Commitment to delivering exceptional customer service and results
Naturally anticipates and analyzes problems and information to proactively solve problems through critical thinking, team networking, and sound business decisions
Proficient in Microsoft Office products (Outlook, Word, Excel, PowerPoint)
Bachelors' degree from four-year college or university preferred
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. In addition to the base salary, this position may be eligible for performance-based incentives.
Client Executive, Private Equity Group in chicago at Unknown Company
This position is listed as full time and onsite.