CareerPlan

Vice President, Financial Services Group - Private/Nonprofit

New York, NY, USFull-time$120k–$200k2026-11-06 → 2026-11-09
Hybrid

Core

Design coverage solutions and negotiate with carriers for management liability insurance including D&O, EPL, crime, and kidnap/ransom for private and nonprofit clients.

Role type

Senior IC insurance broker

Builds

Insurance coverage programs and renewal strategies

Domain

Insurance / Financial Services

Required skills

Account Management, Insurance Strategies, Business Development, Customer Relationship Management, Project Management, Report Writing, Retail Brokerage, Documentations

Preferred skills

Market Research, Policy Development, Data Analysis, Process Improvements, Financial Planning

Technologies

Microsoft Office Suite

Responsibilities

Assess client needs and design coverage solutions, Build and present renewal strategies and market insights, Manage relationships with clients and internal specialists, Deliver client presentations and partner with claims and legal resources

Seniority

Senior, hands-on IC