Senior Vice President, Management and Financial Lines

Relation Insurance Services

18d • $350,000 - $450,000

About The Position

The Senior Vice President (SVP), Management & Financial Lines serves as the second-in-command to the Practice Leader for supporting revenue growth, retention, placement excellence, and technical leadership across the Management & Financial Lines practice. The individual in this role leads complex client engagements, mentors producers and service teams, and strengthens key carrier and market relationships.

Requirements

• High school diploma or equivalent required.
• Minimum 8 years’ experience in insurance brokerage, underwriting, or specialty risk advisory with financial lines focus.
• Property and Casualty License from state of domicile is required and must be maintained.
• Strong relationships with carriers and market partners.
• Demonstrated skills in market negotiation and placement execution
• Strong analytical and mathematical skills.
• Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Proficient skills in Microsoft Office (primarily Excel and Word).
• Must be computer literate with the ability to learn new software applications.
• Strong ability to listen, discern, prioritize, and negotiate with clients and insurance carrier representatives based on a deep understanding of relevant issues.
• Ability to evaluate and make decisions, recognize potential conflicts and observe appropriate precautions.
• Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
• Ability to travel as required by business need.

Nice To Haves

• Four-year degree in Business Administration, Finance, Risk Management, Economics or other related field preferred.
• Surplus Lines License strongly preferred.
• Professional designations such as CPCU, ARM, or CIC preferred.
• Demonstrated experience developing strategies and driving operational consistency.

Responsibilities

• Partners with the Practice Leader to shape and execute enterprise growth, retention, and new‑business strategies, aligning practice objectives with broader firm priorities.
• Provides executive oversight of practice group operations and management including pipeline management, forecasting, and at‑risk account strategies, ensuring disciplined execution and sustainable revenue growth.
• Champions cross‑selling initiatives and enterprise collaboration, driving integrated solutions across practices and regions.
• Leads the placement of the firm’s most complex and high‑value client engagements, negotiating sophisticated coverage structures and terms with domestic and international carriers.
• Build panels and programs for the field to leverage the market relationships for best-in-class client results
• Serves as a trusted senior advisor to clients and internal stakeholders on program design, limits, retentions, alternative risk structures, and coverage enhancements.
• Oversees end‑to‑end placement execution, from strategic marketing through binding, policy review, and post‑bind stewardship, ensuring excellence in delivery.
• Develops industry leading process and technology capabilities to improve the client and field experience
• Monitors market dynamics, underwriting appetite, and emerging risks to proactively inform placement strategy and client guidance.
• Leads carrier stewardship efforts and manages escalations, resolving complex issues and strengthening long‑term carrier partnerships.
• Acts as a player‑coach, mentoring and developing producers, brokers, and account teams, elevating technical expertise, consultative skills, and leadership capability.
• Provides senior‑level technical oversight and quality control, ensuring consistency, accuracy, and best‑in-class deliverables across the practice.
• Leads and participates in renewal cadence, pipeline reviews, and production meetings, driving accountability and execution against strategic goals.
• Ensures strong governance, documentation, and system utilization, reinforcing operational discipline, data integrity, and compliance.
• Performs other projects, duties, and tasks, as assigned.

Benefits

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED