Commercial Insurance Broker

Responsibilities

• Place and manage commercial insurance programs for affiliated real estate assets, funds, and operating entities
• Develop new business relationships with sponsors, co-investors, family offices, and commercial real estate operators
• Prepare and submit applications, negotiate terms, and bind coverage across all commercial lines
• Build and maintain relationships with wholesale intermediaries including Amwins, RT Specialty, and CRC
• Conduct portfolio-wide coverage reviews to identify gaps and optimization opportunities
• Manage the full policy lifecycle including new business, renewals, endorsements, audits, and cancellations
• Cook up and process COIs, policy checking, and endorsement processing through the back-office service teams
• Coordinate with back-office service teams on COIs, policy checking, and endorsement processing
• Maintain accurate records in the agency management system
• Oversee claims reporting, documentation, and advocacy
• Manage lender insurance compliance and evidence of insurance requests

Requirements

• Active New York State Property & Casualty Broker or Producer License
• Minimum 5 years of commercial lines production and account management experience
• Demonstrated experience placing commercial real estate, industrial, or multifamily insurance
• Working knowledge of commercial property, general liability, umbrella, builders risk, and environmental lines
• Experience with wholesale and surplus lines submission and placement
• Proficiency with agency management systems (EZLynx, HawkSoft, Applied Epic, or AMS360) and ACORD workflows
• Ability to manage production and coordinate service operations independently
• Non-resident licenses in Florida and Pennsylvania preferred, or willingness to obtain within 90 days
• Experience with management liability lines (D&O, EPLI, cyber, fiduciary) a plus
• Construction insurance experience including builders risk and wrap-up programs a plus