Client Executive, Private Equity/M&A- Risk Management
$150,000–$175,000 year
HybridGreenwich, Connecticut, United States
Job Summary
Coordinate internal EPIC resources on new deals, drive strategy sessions with producers and clients, and act as the main quarterback during the quoting and onboarding process. Assign service teams to accounts, manage renewal coordination with placement resources, and handle diligence-related matters. Maintain new business pipelines and trackers for clients and prospects while working collaboratively with technical assistants to deliver best-in-class service. Support stewardship reporting to private equity firms and drive strategy for select clients. This role requires a current P&C broker license, seven years of commercial experience, and familiarity with running a P&C book of business. The position is hybrid, with two days in the NYC or Greenwich, CT office.
Required Qualifications
- High school diploma or G.E.D. equivalent
- College degree
- Minimum of 7 years of commercial Property & Casualty (General Liability, Automobile, Workers' Compensation, Umbrella, Property) experience in mid-size brokerage or carrier
- Prior experience working with financial services, manufacturing, transportation industries
- Knowledge of insurance coverage forms, policy structure, and terminology
- Working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software
- Current Property and Casualty Broker License
Desired Qualifications
- Strong attention to detail
- Works well with a team
- Self-starter and takes initiative
- Demonstrated time management skills, ability to multi-task, and prioritize work
- Able to work in a fast-paced environment
- Excellent communication skills
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