Take ownership of a portfolio of private equity clients, ensuring exceptional service and strategic guidance throughout the policy lifecycle.
Lead coordination of coverage placements, renewals, and negotiations with carriers, leveraging market insight to deliver optimal solutions.
Lead preparation and delivery of submission documentation, marketing materials, program summaries, premium comparisons and client presentations, ensuring clarity and impact.
Analyze complex exposure data and loss histories to inform underwriting strategies and risk management recommendations.
Audit policies, endorsements, and binders with precision, ensuring compliance and accuracy at every stage.
Support team with contract and policy reviews.
Bind coverage under the direction of the Account Executive or Team Lead.
Serve as the primary point of contact for client inquiries, resolving issues with confidence and professionalism.
Monitor industry trends, regulatory changes, and emerging risks to proactively advise clients and anticipate needs.
Manage invoicing processes and compliance communications, including coordination with Surplus Lines and internal teams.
Guide and mentor junior team members, fostering collaboration and knowledge sharing.
Drive process improvements and contribute to strategic initiatives that enhance client experience and operational efficiency.
Take ownership of additional projects and responsibilities as assigned by leadership.

Bachelor’s degree in Insurance, Risk Management, Business, or related field (preferred).
Minimum of 2+ years of experience in commercial insurance, underwriting, or risk management, with demonstrated success in client-facing roles.
Working knowledge of Microsoft Office Products.
Strong understanding of commercial lines and casualty coverages; prior brokerage experience preferred.
Exceptional organizational and leadership skills with the ability to manage multiple priorities under pressure.
Advanced analytical and problem-solving abilities to address complex client challenges.
Professional presence with outstanding communication and negotiation skills.
Tech-savvy and quick to adapt to new systems and processes.
A proactive, solutions-oriented mindset with a commitment to continuous improvement.
Ability to work independently while leading collaborative efforts across teams.
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
Willingness to travel and work outside standard business hours when necessary.
Legal authorization to work in the United States.

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Account Manager - Private Equity