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Placement Specialist – Private Equity Practice

Posted 4 months ago

# 8875 New York, NY, USA $115k to $130k

About the Role

As Commercial Insurance Account Executive you are a client service leader in a Top 10 national insurance brokerage’s Mergers & Acquisition practice. As the strategic liaison, you need to exhibit leadership over the service process with direct influence over marketing, client delivery, and service team performance. A quick overview of the role includes:

  • Location: Atlanta or New York City. 
  • Compensation: Target salary range of $115k-$130k commensurate with experience + annual bonus opportunity.
  • Technical Expertise: Private equity books of business are by nature generalist and middle market. This is a client service intensive role that requires expertise managing policies, daily client service requests, and renewal preparation. If you have a broad Commercial P&C insurance background as a Sr. Account Manager or Account Executive, this company can teach you the nuances of handling a Mergers & Acquisitions/Private Equity portfolio.

Skills & Experience

  • At least five (5) years of retail insurance brokerage experience as a Senior Client Manager or Account Executive.  
  • Control over the marketing process with strong underwriting relationships and excellent negotiating skills.
  • You can walk alongside a client through the whole life cycle of the account, from onboarding to renewal.

Compensation & Benefits

  • $115k-$130k salary range (depending on experience) plus annual bonus opportunity based on book performance and retention.
  • Robust employee health and benefits plan + competitive annual PTO.

Tagged as: account executive, acquisitions, administration, agency, business development, casualty, client service, commercial, customer service, due diligence, insurance, manufacturing, marketing, mergers, middle market, private equity, property, risk management, Sales, team leadership

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