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) Our Property & Casualty SR Broker/Account Executive 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. Job Description Maintains and enhances agencies relationships with existing Clients by executing proactive, creative, and on-going contact initiatives (Book is approx $1.5-2 M in revenue) ue)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 recommendationConsults with Clients to review investment options, bender services, fees, strategies and goalsReviews and issues profitability assists on all "fee-at-risk" proposals Assists in the establishment and attainment of revenue goals for existing and new business Develops and maintains dependable working relationships with carriers, broker servicing networks, and other providesCoordinates 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 contracts

Created: 2025-02-25