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, policy review and placement recommendations, document issuance and data entry, commercial entertainment insurance knowledge, relationship management, AMS system proficiency
Preferred skills
College degree, AMS 360 and Work Smart proficiency, extensive underwriting and rate analysis experience
Technologies
AMS 360, Work Smart
Responsibilities
Retain renewal business and interact with producers to prepare specifications and underwriting data; Review current policies and recommend placement options; Assist with 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 communications; Facilitate personal client meetings and maintain consistent contact.
Seniority
Senior, hands-on IC