About the Role
A leading national full-service investment bank with demonstrated history providing public entity solutions seeks a commercial lines subject matter expert with strong technical knowledge and a consultative style. This is a ground floor opportunity to be a subject matter expert for a financial services organization that is looking to build out its commercial lines property and casualty division. They have existing relationships with a customer base, and they now want to branch out into business insurance planning, services, and consulting.
Duties & Responsibilities
- Proactively work with client-facing investment banking professionals to support their efforts incorporating the use of insurance solutions into their practices
- Achieve annual sales goals and profit targets for insurance solutions
- Review existing company policies, make recommendations for improvements, and implement new policies as needed
- Assist with all aspects of solution design, including public entity risk management strategies, product selection, proposal generation, and support closing the opportunity
- Act as key relationship manager to third party strategic partners who provide product access and case design support
- Educate internal stakeholders on product and market dynamics as this is a new line of business offering for the parent company
Skills & Experience
- Bachelor’s degree in business administration or finance
- 12-15 years of experience in commercial lines property and casualty niche, preferably with agency or broker experience
- Background in Public Entity risk management strongly preferred
- Some travel required
Compensation & Benefits
$135-150,000 + robust benefits package