“Clients value my ability to bring a unique combination of extensive industry knowledge and experience, stellar technical and communication skills and a client-focused, service-driven approach to enhance their insurance portfolio and properly address their exposures to risk. I fully understand that my clients – many of whom have followed me to different consultancies as I’ve advanced my career – expect prompt responses to their inquiries in the fast-paced business world in which we live. I work hard to meet those expectations by responding quickly in delivering top-tier and efficient client service.
While looking at clients’ needs through a wide-angle lens to see the long-term, big-picture perspective, I also carefully review and analyze the microscopic details of their policies to ensure they have the right coverage to fully protect their assets and livelihoods against any type of risk. This strengthens my ability to reassure them and help them sleep at night while they achieve their objectives during the day and do what they do best: operate profitable businesses, provide good jobs and enhance their communities.” – Jack
Highly regarded and frequently recommended by satisfied clients, Jack Schwartz draws on his vast expertise and experience in an array of insurance areas to help companies and other organizations navigate the often complex risk management landscape.
Jack advises clients of every size and in nearly every industry, including construction and development, distributors, education, entertainment, financial services, healthcare, hospitality, manufacturing, the not-for-profit sector, service providers, real estate, religious institutions, retail, social services, technology and transportation. Clients turn to Jack for his consultation and insight in a wide range of areas under the risk management umbrella. They include, but are not limited to:
- Insurance Program Audits
- Insurance Marketing + Maintenance
- Analysis + Evaluation
- Lender Risk Management
- Training + Support
The many attributes Jack applies in his consulting service – such as his integrity, policy review analysis, hands-on approach, relationship-building skills and diverse background and training – have prompted one industry professional to call him “a pillar of the insurance community.”
Leaving No Stone Unturned in Policy Review.
Over his career, Jack has reviewed over a thousand policies – and he enjoys the challenges inherent in policy review. He gains satisfaction in scouring every phrase and every sentence to uncover the issues, exclusions, restrictions and other factors that will help his clients see if something is missing or deficient in their policy in order that, together, he and his clients can improve it. He believes in the importance of the granular details.
Staying Personally Involved.
When clients hire Jack, they know they get him; he does not hand off their matters to a junior consultant. Jack does his own work and gets heavily involved with all his accounts because he believes clients deserve both his experienced analysis and working knowledge of their business.
Jack takes pride in his ability to connect with all types of people and personalities, which has fostered his capacity to cultivate and maintain strong, long-standing relationships across this dynamic industry. He believes firmly in building a culture of mutual respect in his dealings with insurance professionals and does not limit the range of his network to a select number of brokers and other industry professionals. Because these relationships are firmly grounded in mutual respect, Jack is able to negotiate more effectively for enhanced policy language, which, in the long–term, pays off for his clients and advances their interests.
Rich and Diverse Background.
Jack earned a law degree at Benjamin Cardozo School of Law and served as in-house counsel for an insurance broker. This training and experience as a lawyer sharpened his critical thinking and analytic skills. It also augments his ability to negotiate contracts, identify flaws and help ensure compliance to contracts. Additionally, his legal background helps clients envisage and avoid obstacles that would slow the growth of their business.
Jack started his career by providing outsourced risk management consulting to companies and then pivoted to offer consulting services on the insurance broker side. Here he gained firsthand experience in the day-to-day operations of agencies, including production, marketing, claims handling, account management and everything in between. In this role, he attained important insight into broker relationships with insurance carriers, wholesale agents and managing general agents, as well as the nature of their relationships with their clients and their overall handling of client accounts.
Most recently, he provided outsourced insurance consulting to the real estate sector, including property managers, owners and developers. He helped manage the insurance for large construction and development projects in New York City, as well as placement and maintenance of policies for stabilized assets throughout the United States. Additionally, Jack advised lenders in drafting insurance requirements for loan agreements and ensuring the assets under review were adequately insured.
Clients benefit from the full spectrum of Jack’s robust and diversified experience and his comprehensive understanding of the ins and outs of virtually every angle of the multi-layered insurance industry. Collectively, it offers clients unparalleled expertise in helping them in their procurement and maintenance of insurance.
Widely Known, Well Regarded.
Having earned a stellar reputation as a high-level insurance expert, Jack has published numerous articles and blog posts, is the author of the highly acclaimed “Insurance tip of the day” on LinkedIn and has spoken before a wide range of audiences at a variety of venues. He also developed an on-boarding training course at the largest privately owned insurance agency exclusively dedicated to social service and nonprofits, in which he authored all the education material and lectured all the sessions.
Nonetheless, Jack does not rest on his accomplishments. He continues to expand his knowledge by attending insurance and legal conferences, taking education courses and obtaining additional insurance designations. All of this helps him stay abreast of the industry’s ever-evolving trends, regulations and developments, which enhances his facility in serving clients.
- New York
- Cyber Risk Manager (cyRM)
- Construction Risk Insurance Specialist (CRIS)
- Management Liability Insurance Specialist (MLIS)
- Transportation Risk and Insurance Professional (TRIP)
- Benjamin N. Cardozo School of Law, J.D., 2005
- Brooklyn College of the City University of New York, B.A., 2002
During my 47-year insurance career, I have been associated with many bright and capable Insurance Professionals. Jack Schwartz tops that list when it comes to his technical knowledge, his high energy work effort and his unquestionably ethical ways of doing business.”
Jack has been a valuable resource and business associate for the past 12 years. I have always enjoyed my time working with Jack, as he is honest and understands that analyzing policy wording is very important. He doesn’t look for the cheapest option and he has the knowledge and expertise to communicate the nuances of coverage to his clients. Jack is undeniably an expert in risk management and will be a pillar of the insurance community for many years.”
Jack has the unique characteristics of being technically skilled, client focused and service oriented.”
Upon inquiring with many of my relationships (clients, brokers and lawyers) within the industry as to professionals they would recommend, Jack’s name came back on multiple occasions as one of the only individuals they would be comfortable recommending based on their interactions with him. These are people who are not connected to each other and made this independent recommendation. As we all know providing a recommendation can make or break a relationship if it doesn’t work out and so that fact that multiple parties were willing to freely and wholeheartedly endorse Jack speaks volumes for his reputation, expertise, potential and overall professionalism.”