Director – Risk Management

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

📋 Description

• Collaborate with the Executive Director as an outsourced risk manager for clients in global infrastructure and private equity.

• Engage with insurance brokers and the client's acquisition, asset management, and portfolio company management teams to gather and organize the necessary information for comprehensive insurance quotes and placements.

• Provide support for M&A activities from an insurance viewpoint, encompassing insurance due diligence, risk assessments, review of deal documents, and transactional insurance placements.

• Oversee brokerage RFPs for clients in global infrastructure, real estate, and private equity.

• Aid in managing and negotiating complex insurance claims.

• Assist clients with annual insurance budgeting and methodologies for premium allocation.

• Track, maintain, and generate reports on policy information within risk management information systems as required.

• Evaluate and provide guidance on contractual language related to insurance, liabilities, and indemnification in investment documents such as purchase agreements, joint venture agreements, LLC agreements, loan agreements, tax equity agreements, and construction agreements.

• Address daily inquiries from both internal and external parties concerning the insurance program, processes, coverage, and more.

• Conduct a review or audit of the client's current insurance program.

• Collaborate with the client in analyzing other third-party insurance and risk management consultants or advisors, including brokers and claims adjusters (the client is responsible for engaging all consultants or advisors).

• Provide insurance and risk management-related advice and assistance concerning fundraising and financing, including reviewing and commenting on relevant inputs and marketing materials, as well as liaising with potential investors and their advisors regarding insurance and risk management issues.

• Help the client develop and implement a centralized insurance and risk management function that clearly delineates roles and responsibilities and establishes efficient processes for current and future business operations.

• Assist the client in preparing the annual insurance and risk management budget, including recommendations for allocation methodology, if applicable.

• Support the structuring and placement of transactional insurance products, such as representations and warranties, tax liability, contingent liability, environmental liability, and run-off management liability.

• Ensure compliance with lender and regulatory insurance requirements and assist the client in providing necessary documentation.

• Help the client in monitoring service quality from its brokers and insurance providers and suggest modifications as needed.

• Assist with the client's insurance placements as an advisor in areas such as Property Insurance Program, Liability Insurance Program, Environmental Insurance Program, and Construction Insurance Program.

• Aid the client in managing claims.

• Undertake special projects as assigned by the Executive Director or other supervisors.

• Assist in implementing a Risk & Insurance Management System or similar.

⛳️ Requirements

• In-depth knowledge of commercial insurance programs, including property, liability, environmental, and construction coverages.

• Proven capability to review and advise on insurance, indemnification, and liability provisions in intricate transactional and financing documents.

• Familiarity with insurance budgeting, premium allocation methods, and compliance with lender and regulatory requirements.

• Proficient in risk management information systems (RMIS) and Microsoft Office applications.

• Exceptional written and verbal communication skills, with the ability to effectively engage with clients, brokers, insurers, and internal stakeholders.

• Strong analytical, organizational, and project management skills, demonstrating a keen attention to detail.

• Ability to manage multiple client engagements and navigate competing priorities within a global portfolio.

• Willingness to travel as necessary to foster client relationships.

• Bachelor's degree in Risk Management, Insurance, Finance, Business, or a related field; an advanced degree or relevant professional designation (e.g., ARM, CPCU, CRM) is advantageous.

• A minimum of 8-10 years of progressive experience in insurance and risk management, preferably in a brokerage, carrier, consulting firm, or corporate risk function.

• Demonstrated experience serving real estate, infrastructure, and/or private equity clients or portfolios.

• Experience in supporting M&A transactions from an insurance perspective, including insurance due diligence, deal document review, and transactional insurance products (representations and warranties, tax liability, contingent liability, environmental, and run-off management liability).

• Experience managing brokerage RFPs and assessing the performance of brokers, carriers, and third-party administrators.

• Candidates should be comfortable with an on-site presence to promote collaboration, team leadership, and cross-functional partnerships.

🏝️ Benefits

• Comprehensive medical insurance

• Dental insurance

• Vision insurance

• Life and disability insurance

• Fertility benefits

• Wellness resources

• Paid sick time

• Generous paid time off and holidays

• Employee Assistance Program (EAP)

• Complimentary Calm app subscription

• Immediate vesting in a 401(k) plan

• Health Savings Account (HSA) and Flexible Spending Account (FSA) options

• Commuter benefits

• Employee discount programs

• Paid maternity leave

• Paid paternity leave (including for adoptive parents)

• Legal plan options

• Pet insurance coverage