Team Leader, Finance & Banking

Team Leader – Location Melville, NY (Hybrid). Salary $200,000 to $225 + Performance Bonus + Executive Benefits.

Our client, a global broker known for excellence, seeks an experienced Real Estate construction expert capable of leading a team to manage and grow a substantial book of large New York Tri-state clients.

• Retain and grow the book by providing risk expertise, excellent service, relationship management and conflict resolution skills.
• Lead new and renewal business marketing strategies and negotiate.
• Work with clients on risk matters and solutions.
• Analyze and propose coverage to clients.
• Manage pre-closing insurance and risk reviews.
• Provide insurance requirements based on deal type, geography and requirements.
• Prepare waivers and exclusion reporting.
• Create and submit final risk reviews.
• Educate clients and borrowers in risk management, transfer, market issues and trends.

• Broker’s license.
• Minimum 7 years brokerage or consulting experience.
• In-depth knowledge of the New York market place, as well as all major lines of coverage.
• Excellent communication and client service skills.
• High level of organization and process consistency.
• Proficiency in all Microsoft Office applications (Excel, Word, Outlook, Adobe).