Client Executive, Financial Services, P&C Lines
$130,000–$155,000 year
Hybrid · New York City, New York, United States
Job Summary
Client Executive responsible for renewal support, proposals, and new business opportunities in a fast-paced commercial insurance setting. The role requires collaboration with producers, placements teams, and technical assistants to deliver service to clients, renewal exposure analysis, quotes review, and development of proposals. Must have 5+ years of commercial P&C experience, knowledge of coverage forms and policy terminology, and a current Property and Casualty Broker License. Proficiency in Microsoft Office, strong communication, organizational skills, and ability to work in a team within a hybrid NYC office. Base salary quoted as $130,000-$155,000 with comprehensive benefits.
Required Qualifications
- College degree preferred
- Minimum of 5 years of commercial Property & Casualty (General Liability, Automobile, Workers’ Compensation, Umbrella, Property) experience
- Knowledge of insurance coverage forms, policy structure, and terminology
- Working knowledge of Microsoft Office (word processing, spreadsheets, database, presentation software)
- Strong attention to detail
- Excellent communication skills
- Team-oriented
- Self-starter with initiative
- Time management and multi-tasking abilities
- Current Property and Casualty Broker License
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