Executive Risk Leader, Private Equity and M&A

<p><strong>ESSENTIAL JOB RESPONSIBILITIES </strong>include but are not limited to:</p> <ul> <li>Consistently supports and exemplifies IMA’s core values</li> <li>Leads executive risk strategy for the firm’s National Private Equity &amp; M&amp;A Specialty Practice (including but not limited to the following lines of coverage GPL, VCAP, D&amp;O, EPLI, Crime, Fiduciary, Cyber, Excess lines)</li> <li>Serves as a senior advisor to private equity sponsors and portfolio company leadership teams</li> <li>Assists in practice strategy, market differentiation, and growth initiatives</li> <li>Develops and maintains underwriter relationships and an understanding of the executive liability marketplace (including carrier appetite, capabilities, and performance history) in order to effectively represent clients</li> <li>Markets new and renewal business for Private Equity firms, Venture Capital firms, Family Offices and Private Equity–backed portfolio companies by:</li> </ul> <ul> <li> <ul> <li>Analyzing client financial statements and existing insurance contracts</li> <li>Identifying gaps and opportunities within insurance programs and developing strategies to improve coverage, structure, and cost</li> <li>Communicating with insurance carriers and leveraging negotiation skills to secure favorable terms, conditions, and pricing</li> </ul> </li> <li>Builds and structures portfolio company insurance programs that align with sponsor objectives, including benchmarking, harmonizing limits and retentions, and identifying opportunities for program efficiencies across the portfolio</li> <li>Assists in negotiating standard endorsement suites and preferred terms with key carrier partners to create consistency and efficiency across programs</li> <li>Reviews and compares leading insurance company policy forms; clearly communicates key differences and coverage nuances to internal IMA team members, underwriters, and clients</li> <li>Maintains effective working relationships with client stakeholders, typically including CFOs, General Counsel, and Private Equity sponsors, serving as a point of contact</li> <li>Contributes to the development of client proposals and presentations, and can confidently and clearly present proposal materials to clients</li> <li>Supports producers with sales efforts related to Executive Risk Solutions (ERS) products, including preparation of marketing materials, coverage comparisons, and strategic recommendations</li> <li>Supports producers nationally in positioning executive risk solutions within PE-backed and acquisitive organizations</li> <li>Participates in client and prospect meetings, stewardship discussions, and thought leadership initiatives</li> <li>Manages, me