Financial D&O/ Professional Liability Account Executive
Property & Casualty Insurance Industry
Essex County, NJ
About the Role Serve as the key consultant for a collection of accounts in the Financial Lines sector, delivering expert guidance on coverages such as Directors and Officers (D&O), Employment Practices Liability Insurance (EPLI), Cyber, Errors and Omissions (E&O), Fiduciary, and Crime for major financial institutions, significant investment firms, and large law practices.
Responsibilities
Conduct thorough policy evaluations, risk analyses, and assessments of coverage gaps to pinpoint valuable opportunities for enhanced protection.
Oversee a variety of client accounts of differing complexities with attention to detail and accuracy.
Provide Strategic Guidance and Supervise the Team.
Offer mentorship to less experienced team members, facilitating their training and involvement with clients.
Collaborate with internal teams and insurance carriers to manage endorsements, issue certificates, and ensure prompt documentation delivery.
Direct discussions on renewal strategy placements and negotiate complex terms with carriers.
Focus on Marketing and Risk Strategy.
Partner with internal colleagues to promote tailored insurance solutions that align with the specific needs of each client.
Lead the creation and delivery of underwriting applications, risk evaluations, and materials for client presentations.
Build and maintain strong relationships with carriers and stay informed about market changes that may affect client accounts.
Qualifications
Possess over three years of experience in financial lines at an insurance brokerage.
Have a deep knowledge of products including Directors and Officers (D&O), Employment Practices Liability (EPL), Fiduciary Liability, Crime, Errors and Omissions (E&O), and Cyber liabilities.
Hold a vibrant understanding of risk management concepts and terminology used in the insurance market.
Familiarity with Applied Epic is preferred.
Current New Jersey Property & Casualty Insurance License is a must.
Expertise in Financial Lines insurance products.
Strong analytical and risk assessment skills.
Excellent communication and interpersonal skills.
Experience with Applied Epic.
Proven track record in client relationship management.
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Property & Casualty Insurance Industry
Essex County, NJ
About the Role Serve as the key consultant for a collection of accounts in the Financial Lines sector, delivering expert guidance on coverages such as Directors and Officers (D&O), Employment Practices Liability Insurance (EPLI), Cyber, Errors and Omissions (E&O), Fiduciary, and Crime for major financial institutions, significant investment firms, and large law practices.
Responsibilities
Conduct thorough policy evaluations, risk analyses, and assessments of coverage gaps to pinpoint valuable opportunities for enhanced protection.
Oversee a variety of client accounts of differing complexities with attention to detail and accuracy.
Provide Strategic Guidance and Supervise the Team.
Offer mentorship to less experienced team members, facilitating their training and involvement with clients.
Collaborate with internal teams and insurance carriers to manage endorsements, issue certificates, and ensure prompt documentation delivery.
Direct discussions on renewal strategy placements and negotiate complex terms with carriers.
Focus on Marketing and Risk Strategy.
Partner with internal colleagues to promote tailored insurance solutions that align with the specific needs of each client.
Lead the creation and delivery of underwriting applications, risk evaluations, and materials for client presentations.
Build and maintain strong relationships with carriers and stay informed about market changes that may affect client accounts.
Qualifications
Possess over three years of experience in financial lines at an insurance brokerage.
Have a deep knowledge of products including Directors and Officers (D&O), Employment Practices Liability (EPL), Fiduciary Liability, Crime, Errors and Omissions (E&O), and Cyber liabilities.
Hold a vibrant understanding of risk management concepts and terminology used in the insurance market.
Familiarity with Applied Epic is preferred.
Current New Jersey Property & Casualty Insurance License is a must.
Expertise in Financial Lines insurance products.
Strong analytical and risk assessment skills.
Excellent communication and interpersonal skills.
Experience with Applied Epic.
Proven track record in client relationship management.
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