Client Executive, Private Equity/M&A- Risk Management
Core
Client Executive supporting Private Equity/M&A clients with new business strategies, portfolio management, and risk reduction solutions using insurance and alternative capital.
Role type
Client Executive (Private Equity/M&A Risk Management)
Builds
Seamless new business proposals, portfolio management reports, and risk reduction strategies for Private Equity firms.
Domain
Insurance Brokerage / Private Equity / Mergers & Acquisitions
Deliverable
client delivery
Required skills
Commercial Property & Casualty expertise, new business pipeline management, portfolio management, stakeholder coordination, insurance coverage knowledge, Microsoft Office proficiency
Preferred skills
Financial services industry experience, manufacturing/transportation sector knowledge
Technologies
Microsoft Office (Word, Excel, Database, PowerPoint)
Responsibilities
Maintain new business pipeline and trackers; coordinate internal resources and drive strategy sessions for new deals; assign and support service teams for account transitions; manage portfolio renewals and diligence matters; steward reporting to Private Equity firms; service select PE firms with strategic guidance.
Seniority
Mid-Senior level (7+ years experience)