Client Executive - Real Estate P&C
York International
Harrison, NY US
Posted ago
York International

A Commercial P&C CE is a thorough and resourceful problem solver, a self-starter with an attention to detail and a strong commitment to meet deadlines in a composed and professional manner. The role requires you to possess strong interpersonal and customer service skills to build friendly and attentive client relationships and precise and persuasive relationships with underwriters. Our team-based environment is fast-paced and requires collaboration and a supportive approach. As a specialist, you will be accountable for client service and your time is spent in a combination of autonomous tasks and projects as well as daily interactions with Technical Assistants, Producers, and senior management. You must be flexible and adept at maneuvering in a varied and sometimes challenging environment.

Responsibilities

  • The marketing and technical insurance placement for all assigned clients including being the final sign-off on policy appropriateness and accuracy working along with the Producer and Technical Assistant
  • EPIC is our agency management system and will be your primary tool
  • Client contact for day-to-day issues, application prep, exposure review and analysis, coverage assessment and contract reviews
  • Working relationship with claims to coordinate and review claims and analyze trends
  • Follow department quality and work product guidelines
  • Daily coordination of the work assignments within the support team
  • Liaison with Accounting and the Client on invoicing and payment issues

Qualifications

  • Strong understanding of all P&C lines of coverage
  • NYC Real Estate experience is required and deep knowledge and experience working with NYC Multifamily, Co-op and Condo Real Estate is highly preferred
  • Personal relationships with many senior underwriters and wholesalers in the territory and around the country
  • Thorough understanding and use of the EPIC agency management system
  • Knowledge of Microsoft Word and responsibility for preparing proposals
  • Knowledge of Microsoft Excel and ability to utilize spreadsheets for client and underwriter analysis
  • Commitment to ongoing professional education 

About York International

York International is one of the most productive insurance brokerages in the US. We are an employee-owned, independent, full-service insurance brokerage that has supported the insurance needs of businesses, non-profits, and individuals for over 35 years. We work hard every day to deliver value that contributes to the success of our clients. When our clients succeed, we enrich the lives of our employees, owners, insurance partners, and our community.


https://www.flipsnack.com/yorkintl/why-york/full-view.html

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