Job Description

Property Casualty Broker - NYC - 150-230k base salary 

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. 

Additional Qualifications: 

• 7–10 years of brokerage experience, college degree in insurance or a related field (preferred) and New Jersey/New York P&C license. 

• Self-starter with high attention to details  

• Strong interpersonal skills for building and maintaining relationships. 

• Deep knowledge of marketplace products and ability to simplify insurance concepts for clients. 

• Proven experience working independently while meeting deadlines and prioritizing multiple projects. 

• Collaborative mindset and adaptability in team-oriented environments. 

• Expertise in Private Equity and understanding of insurance carriers' risk appetites and industry preferences. 

• Proficiency in developing innovative business solutions and professional communication with C-Suite executives. 

• Strong negotiation, organizational, and presentation skills. 
• Advanced computer proficiency, including MS Office Suite (Excel, PowerPoint).