Account Executive, Insurance Diligence & Private Equity Solutions

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and maintain client relationships as the primary point of contact during renewal periods.

• Facilitate and assist with stewardship meetings, client consultations, renewals, and strategic insurance assessments.

• Coordinate coverage lines beyond Property & Casualty to provide exceptional service.

• Act as the main point of contact for the execution and delivery of insurance programs.

• Collaborate with Account Managers on daily service operations.

• Oversee and manage the placement of transaction-related insurance products, including Property & Casualty.

• Collect underwriting submissions, negotiate terms, and implement competitive placement strategies.

• Collaborate with M&A advisors and underwriters to adhere to deal timelines.

• Provide commercial coverage analysis and recommendations.

• Assist in sponsor research, pitch development, new business presentations, and sales strategies.

• Maintain the database of current sponsor and portfolio company clients.

• Research and generate ideas for enhancing sponsor relationships with Producers/Advisors.

• Support Epic and Resource Pro initiatives to enhance client and prospect data accuracy and streamline operations.

• Aid analytical teams in producing accurate and relevant client and prospect reports.

• Foster relationships with both domestic and international insurance markets.

• Keep track of underwriting appetite, capacity trends, and pricing changes.

• Represent the firm at industry events and private equity forums.

⛳️ Requirements

• A Bachelor’s Degree is required; extensive work experience may be accepted in lieu of a degree.

• A state-specific Property & Casualty license is mandatory.

• Comprehensive knowledge of commercial Property & Casualty insurance coverage lines is essential.

• 7-15 years of pertinent work experience is required.

• Excellent verbal and written communication skills are a must.

• Outstanding organization and project management abilities are needed.

• Strong multitasking and time management skills are crucial.

• Detail-oriented with robust policy review skills.

• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word, Publisher).

• Professional in appearance and conduct, with a strong customer service orientation.

🏝️ Benefits

• Comprehensive health and wellness programs.

• Opportunities for professional development and career advancement.

• Competitive salary and performance-based incentives.