Senior Account Manager, Private Equity
Core
Strategic advisor to key client groups in the Private Equity practice, delivering consultative guidance on risk profile evaluations, policy audits, proposals, and renewals.
Role type
Senior Account Manager (Commercial Lines Insurance)
Builds
Insurance policies and risk management strategies for Private Equity clients
Domain
Insurance brokerage / Private Equity
Required skills
Commercial Lines client management, State P&C brokers license, Commercial Lines underwriting knowledge, coverage analysis, rate analysis, AMS 360 proficiency, relationship management
Preferred skills
College degree, Work Smart proficiency, commercial entertainment insurance knowledge
Technologies
AMS 360, Work Smart
Responsibilities
Retain renewal business and interact with producers to prepare specifications and applications; Review current policies and provide placement recommendations; Assist on document issuance and coverage approvals for entertainment liability programs; Ensure continuous proper coverage and advise clients on recommendations; Build and maintain relationships with internal and external customers; Manage system records of service and policy communications; Facilitate personal client meetings and consistent contact.
Seniority
Senior, hands-on IC