Commercial Insurance Broker​/Senior Broker

Hybrid Location & Requirements

This is a full‑time, hybrid position based out of any of the following office locations:
New York City, Albany, Rochester, Amherst, White Plains (NY), or Boston, MA.

To support hybrid/remote work, candidates must have access to a reliable, confidential, and interruption‑free workspace, along with a stable high‑speed internet connection.

Responsible for broking new and renewal business, handling all aspects of the placements from initial market selection through policy delivery to client. The Broker/ Senior Broker focuses on the largest and most complex placements, while serving in a leadership capacity to mentor and develop staff while cultivating strong insurer and insurer‑client‑broker relationships.

• Proactively coordinate and manage broking around the renewal cycle in accordance to NFP’s service model standards and timelines
• Define success and direct broking activity, individually and amongst the team, to achieve the optimal outcome for the client/prospect; ensure a go‑to‑market strategy is in place for each broking engagement
• Demonstrate exceptional negotiation skills – possess an awareness of different personality types with the ability to adjust approach to effectively drive the optimal outcome; capable of interacting with audiences of various seniority within client, carrier, wholesale and specialty organizations; effectively manage difficult scenarios and collaborate with Broking Team Leader on alternatives and solutions
• Execute client/prospect placements demonstrating an unmistakable command of the risk to be placed and a clear focus on driving the optimal outcome in both financial and non‑financial terms
• Collaborate with account management team and client to ensure complete and timely submissions, respond to carrier queries, compile and analyze carrier quote proposals, and present clients with a clear summary of the marketing process and a proposal with recommendations
• Develop creative solutions to effectively address difficult placement scenarios; own the process and drive outcomes to enhance customer satisfaction around key deliverables
• Lead team members in preparation of proposal presentations for existing and prospective clients
• Support team members in responding to client queries and concerns to resolve issues promptly
• Present proposals to producers and account management teams and leads client meetings
• Oversee the development of sales documents, presentations, stewardship reports, and RFP responses for prospective clients
• Prepare detailed and complex coverage and policy comparisons, diagnostics, consolidated coverage/policy analyses, letters, and reports under the direction of the Broking Team Leader
• Oversee the review of binders and policies to ensure terms and conditions are accurately reflected
• Provide leadership and demonstrate an ability to effectively mentor, support and develop team members
• Develop strong, productive, trustful and resilient relationships with carrier and wholesale partners and their staff and NFP local office teams
• Provide oversight and ensure the accuracy of client and policy information in NFP’s Epic agency management system
• Drive and ensure the effective deployment of data and analytics to provide meaningful program insight for clients and the broking team
• Develop and ensure the deployment of differentiated client services through a thoughtful and sound execution of the client stewardship process that enhances the quality of client relationships
• Ensure technology resources are showcased and appropriately introduced to defined customers
• Provide oversight ensuring client, broking and brokerage data files are maintained in a timely, complete and organized fashion
• Lead by example in executing on NFP’s broking strategies, including strategic carriers, panels, and preferred wholesaler utilization
• Develop and maintain thorough knowledge of insurance marketplace, products and services
• Demonstrate a strong understanding of a variety of P&C risk financing strategies
• Demonstrate an understanding of actuarial analysis and the utilization of its concepts
• Lead and support the all portfolio management objectives…