Performs all facets of consulting work, including management of clients
Performance of project work, oversight of junior member contributions
Fulfillment of client and organizational needs
Helping to set the direction of client work
Managing client relationships, and performing service deliverables
Cross-selling existing and developing clients
Mentoring junior peers
Ensuring fulfillment of client deliverables with clearly defined benchmarks and annual stewardship reporting

Four-year College or University Degree preferred
Ideally 8+ years of P&C-related experience with an insurance carrier, consultant/broker, or in a risk management position
Working with Lender Review Clients a plus
In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters
Experience with EPIC preferred or other CRM required
Property & Casualty License required upon hire
Additional designation a plus (e.g. CPCU, ARM, CRIS)

Commercial Lines Consultant – Senior

Key skills