Senior Client Executive / Property Casualty Broker

EPIC Brokers•New York, NY

66d•$190,000 - $230,000•Hybrid

About The Position

Our Property & Casualty Brokers & Account Executives provide a high-quality service to our clients. They work to ensure satisfaction by balancing the quality of service and speed of response. Senior Client Executive – Commercial Insurance As a Senior Client Executive, you will serve as a strategic partner to clients, managing all aspects of their commercial insurance programs by balancing the quality of service and speed of response. Your responsibilities include: Client Relationship Management: Understand clients' business objectives and develop tailored risk management strategies to address exposures and align with goals. Act as the primary liaison, ensuring client satisfaction and long-term relationships. Risk Assessment & Strategy: Analyze client exposures, loss history, and insurance needs. Collaborate with specialists to recommend appropriate coverage solutions and negotiate favorable terms with underwriters. Service Delivery: Orchestrate the delivery of high-quality services by leading client teams, monitoring service agreements, and ensuring all commitments are met. Address client concerns proactively to maintain satisfaction. Broking & Business Development: Develop and execute broking plans, including marketing renewals, negotiating with insurers, and securing competitive coverage. Manage new sales opportunities, cross-selling, and account rounding to drive business growth. Technical Expertise: Prepare proposals, stewardship reports, and RFP responses. Provide coverage analysis, manage policy administration, and support due diligence during mergers and acquisitions. Industry Engagement: Maintain up-to-date knowledge of market trends and develop strong relationships with the underwriting community. Represent the company professionally during client and industry interactions. Tools & Collaboration: Utilize Salesforce/Sagitta and other platforms to manage opportunities and coordinate with internal teams to execute client services effectively. This role requires exceptional communication, analytical, and problem-solving skills, combined with deep expertise in commercial insurance products and risk consulting. We are seeking a thoughtful, well rounded Senior Property Broker to join our growing team. This position primarily acts as a lead broker for clients’ large/complex property insurance programs.

Requirements

7–10 years of Property brokerage experience
Extensive Property Broker knowledge
Client facing strength with the ability to develop and manage a book of business
Strong interpersonal skills for building and maintaining relationships.
Collaborative mindset and adaptability in team-oriented environments.
Proficiency in developing innovative business solutions and professional communication with C-Suite executives.
Deep knowledge of marketplace products and ability to simplify insurance concepts for clients.
Strong negotiation, organizational, and presentation skills.
7–10 years of brokerage experience, college degree in insurance or a related field (preferred) and
P& C License
Expertise in Private Equity and understanding of insurance carriers' risk appetites and industry preferences.
Strong negotiation, organizational, and presentation skills.

Nice To Haves

Expertise in Private Equity and understanding of insurance carriers' risk appetites and industry preferences.
New Jersey/New York P&C license.
College degree in insurance or a related field
Strong interpersonal skills for building and maintaining relationships.
Proven experience working independently while meeting deadlines and prioritizing multiple projects.
Collaborative mindset and adaptability in team-oriented environments.
Proficiency in developing innovative business solutions and professional communication with C-Suite executives.
Advanced computer proficiency, including MS Office Suite (Excel, PowerPoint).
Self-starter with high attention to details

Responsibilities

Client Relationship Management: Understand clients' business objectives and develop tailored risk management strategies to address exposures and align with goals. Act as the primary liaison, ensuring client satisfaction and long-term relationships.
Risk Assessment & Strategy: Analyze client exposures, loss history, and insurance needs. Collaborate with specialists to recommend appropriate coverage solutions and negotiate favorable terms with underwriters.
Service Delivery: Orchestrate the delivery of high-quality services by leading client teams, monitoring service agreements, and ensuring all commitments are met. Address client concerns proactively to maintain satisfaction.
Broking & Business Development: Develop and execute broking plans, including marketing renewals, negotiating with insurers, and securing competitive coverage. Manage new sales opportunities, cross-selling, and account rounding to drive business growth.
Technical Expertise: Prepare proposals, stewardship reports, and RFP responses. Provide coverage analysis, manage policy administration, and support due diligence during mergers and acquisitions.
Industry Engagement: Maintain up-to-date knowledge of market trends and develop strong relationships with the underwriting community. Represent the company professionally during client and industry interactions.
Tools & Collaboration: Utilize Salesforce/Sagitta and other platforms to manage opportunities and coordinate with internal teams to execute client services effectively.