Commercial Lines, Senior Consultant/Sr. AE (NY hybrid or EST remote)

Nfp•Albany, NY

2d•$80,000 - $105,000•Hybrid

About The Position

The Consultant position performs all facets of consulting work, including management of clients, performance of project work, oversight of junior member contributions, fulfillment of client and organizational needs. In this role you are not placing insurance or negotiating with carriers; you are working on behalf of the client and managing their broker relations. You will be responsible for a wide spectrum of duties including, but not limited to, helping to set the direction of client work, managing client relationships, and performing service deliverables, cross-selling existing and developing clients, and mentoring junior peers. Client types can include Lender Review, Private Equity, nursing homes, municipals, school districts and others. This is a fulltime position. We are seeking a candidate who can work a hybrid schedule from our Amherst/Buffalo or Rochester, NY offices. We will consider a remote option for well-experienced Commercial Lines candidates able to work on an EST schedule. 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.

Requirements

Have an understanding of marketplace trends and best practices to meet clients' needs.
Develop relationships internally and externally for research and development.
Proactively identifies opportunities for efficiencies and strategies for implementation.
Ability to set actionable plans with deliverables for meeting goals.
Project management, with the ability to appropriately prioritize responsibilities and deliverables.
Thrive in a fast-paced, results-oriented environment with the ability to fulfill all aspects of consulting services on assigned accounts.
Understanding and expertise across broader property and casualty markets.
Strong technical and financial acumen with the ability to analyze and interpret data.
Strong writing and reporting skills with the ability to correspond in a clear, concise, and persuasive manner.
Critical thinker, Problem solver, service-oriented mentality.
Desire and willingness to expand insurance knowledge and designations.
Ability to prioritize and self-manage workload.
Professional gravitas and strong negotiating skills.
Four-year College or University Degree preferred.
Ideally 10+ years of P&C-related experience with an insurance carrier, consultant/broker, or in a risk management position. Working with Lender Review Clients a plus.
In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters.
Experience with EPIC preferred or other CRM required.
Property & Casualty License required upon hire

Nice To Haves

Additional designation a plus (e.g. CPCU, ARM, CRIS)

Responsibilities

Work and client mix may include Outsourced Risk Management and Lender Review clients.
Engages with clients to develop and maintain strong relationships.
Manages and serves as contact for key client relationships and is responsible for fulfillment of contracted services.
Directs and oversees work performed by junior associates.
Performs P&C analysis, including completion of insurance program reviews, remarketing strategy, claim analysis, request for proposals etc..
Develops actionable programs and projects to broaden client service offering, with detailed timelines and clearly established milestones.
Networks within broader company structure (NFP) for resources and subject matter experts, where necessary.
Assist with client cross-sale & sales within Alterity P&C and Benefits.
Ensure fulfillment of client deliverables with clearly defined benchmarks and annual stewardship reporting.
Utilizes Alterity CRM and platforms to perform work.
Participates in technical or operational committees and contributes to the development of procedures to improve risk management process and client deliverables.