Commercial Insurance Broker

We are seeking a qualified P&C Private Equity Senior Account Executive/SVP for a private national broker supporting a NY office that can be housed 100% remote. Client, carrier and vendor visits count as in office days so a lot of flexibility for an AE) P&C Mid Market and Larger Accounts Technology SR Account Executive/SVP.Our Property & Casualty AE provide high-quality service to our clients. In the Private Equity space, they work to ensure satisfaction by balancing the quality of service and speed of response.Description:Maintains and enhances agencies relationships with existing Clients by executing proactive, creative, and on-going contact initiatives (Book is approx $1.5 M in revenue)Works at a strategic level with mid market large and complex Clients (Accounts range in 50k-$500k in revenue or larger)Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendationsConsults with Clients to review investment options, bender services, fees, strategies and goalsReviews and issues profitability assists on all "fee-at-risk" proposalsAssists in the establishment and attainment of revenue goals for existing and new businessDevelops and maintains dependable working relationships with carriers, broker servicing networks, and other providersCoordinates market selection for new and renewal business on designated accountsInitiates and duplicates new business report activitiesGenerates new business opportunities through cross-sellingNegotiates program terms and costsMentors and trains junior-level staff

Created: 2024-11-10