Posting Description

About the job

In partnership with the Private Equity team, the Account Manager is responsible for supporting risk assessment, ensuring the accuracy and completeness of P&C-related client data, maintaining compliance with internal policies, carrier requirements and regulatory standards. This role also supports due diligence and insurance workstreams tied to acquisitions, divestitures, and recapitalizations for private equity clients.

The Account Manager is responsible for working with Advisors/Client Executives to service client accounts in partnership with private equity firms. The Account Manager works in conjunction with Advisors/Client Executives from start to finish in supporting clients with their insurance renewal, marketing, and day to day servicing needs, including the preparation of client proposals and communications.

At this level, the Account Manager has the opportunity to play an active role in client meetings and is instrumental in maintaining strong relationships with clients and carrier partners, delivering proactive and efficient service and may be assigned a book of business to manage.

Essential Duties and Responsibilities

• Reviews applications, policy documents, endorsements, and supporting materials to identify inconsistencies, missing information, or potential exposure gaps, escalating concerns as appropriate as it relates to due diligence and transactional risk.
• Works proactively to maintain relationships with carrier and client contacts; may lead client meetings for assigned accounts.
• Manages the renewal and marketing process from start to finish in collaboration with Account Executives and Advisors.
• Communicates directly with clients and carriers in collaboration with the Account Executive or Advisor/Client Executive.
• Creates and maintains client files in accordance with office procedures and ensures accurate policy documentation within the agency management system.
• Maintains an assigned book of business.
• Supports new business onboarding, renewals, and ongoing account reviews to ensure all required documentation is complete, accurate, and compliant.
• Supports Due Diligence efforts related to client risk profiles, including gathering, validating, and organizing underwriting and exposure data.
• Ensures all client interactions, coverage discussions, and servicing actions are thoroughly documented to support audit readiness, compliance reviews, and internal quality standards.
• Adheres to established compliance protocols and collaborates with internal teams to mitigate risk and maintain regulatory alignment.

Knowledge, Skills, and/or Abilities

• Highly organized with excellent verbal and written communication skills.
• Ability to identify potential risk exposures and ensure appropriate documentation and escalation in alignment with Due Diligence protocols.
• Working knowledge of due diligence processes, risk assessment practices, and compliance standards within the insurance industry.
• Self-confident with the ability to make sound independent decisions.
• Ability to work overtime as necessary.
• Strong interpersonal skills; able to work effectively both in a team environment and independently.
• Ability to handle situations in a calm, courteous, and professional manner.
• Customer-focused with the ability to establish and maintain effective relationships.
• Intermediate proficiency in Microsoft Office products (Word, Excel, Outlook).
• Intermediate experience with agency management systems.
• Ability to prioritize multiple tasks and meet deadlines in a fast-moving, transaction-oriented environment.
• Ability to read, analyze, and reconcile financial reports.
• Strong analytical, problem-solving, and decision-making skills.
• Acute attention to detail and accuracy.
• Flexibility and adaptability to changing priorities, deadlines, and technology.
• Exposure to private equity structures, portfolio company dynamics, or transaction-related insurance processes is preferred.

Education and/or Experience

• BA/BS preferred
• 2+ years of industry and product line experience

Certificates, Licenses, Registration

• P&C Insurance License required

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $75,000 to $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

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