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CAC Group · 9 hours ago

Broker, Sponsors Insurance

New York, United States

Full-time

Onsite

Mid, Senior Level

3+ years exp

CAC Group is seeking a Broker for Sponsors Insurance to solicit, market, and place accounts for Private Equity firms and their portfolio companies. The role involves developing client relationships, overseeing client insurance programs, and negotiating with internal and external groups to meet production goals.

Insurance

Responsibilities

Develop, strengthen and expand client relationships through close interaction with clients, producers and other team members

Technical knowledge of all coverage’s services by the team, including D&O, E&O, EPL, Fiduciary, Crime, FI Bond, K&R

Work closely with Account Managers to gain efficiency of the portfolio

Oversee day-to-day processes in all aspects of client’s insurance program cycle, including responsibilities for client preparations, direct client communications, presentations and open items

Works with others to offer creative solutions

Anticipate future needs of clients by monitoring client performance throughout the year

Resolve client relationship tasks including invoicing, claims and other administrative functions

Work collaboratively with others

Negotiate skillfully in tough situations with both internal and external groups

Maintain comprehensive knowledge of current marketplace and capabilities of available insurers

Build and maintain strong carrier relationships across all financial lines products

Direct review of applications/submissions and determine thoroughness of information. Request and gather additional information as may be needed

Qualification

Broker experienceState specific licenseMicrosoft OfficeMultitasking skillsCustomer serviceCommunication skillsCritical thinking skillsOrganizational skillsTime management skills