Account Manager Lead-Mergers & Acquisitions, Insurance

Location: New York, NY (Hybrid) | Job Type: Permanent / Direct-Hire | Industry: Insurance

About the role

Our client is one of the nation's largest and fastest-growing insurance brokerage and consulting firms, offering a comprehensive portfolio of risk management and benefits solutions through a network of specialized national platforms. We are seeking an experienced Account Manager Lead to join their Mergers & Acquisitions specialty team, supporting Property & Casualty (P&C) product placements for a book of Private Equity clients. This is a hybrid opportunity based out of the firm's Lower Manhattan office.

Responsibilities

• Foster and manage overall client relationships to ensure retention of a large market book of business and high client satisfaction
• Support the Producer in developing new business opportunities with existing clients and prospects
• Lead the renewal process for existing clients, including strategy development and marketing negotiations
• Analyze current exposures and develop renewal or new business specifications for marketing
• Negotiate rates and review quotes and coverage for competitiveness and accuracy
• Independently review policies to determine appropriate coverage and identify potential deficiencies
• Prepare marketing summaries, proposals, and client-facing presentations in coordination with the Producer
• Bind insurance coverage and prepare binders and/or delegate certificate issuance
• Review client accounting history, resolve receivable discrepancies, and manage collections
• Provide technical guidance and mentoring to support staff and immediate supervisor
• Participate in the claims process, including submission, follow-up, and communication
• Maintain accurate and complete data within the agency management system

Requirements

Required Qualifications:

• Bachelor's degree or equivalent combination of education and experience
• Minimum of 8 years of related insurance industry experience
• Minimum of 5 years managing a generalist book of business with large market accounts ranging from $500K–$1M in premium per account
• Active, valid Property & Casualty insurance license
• Ability to meet ongoing Continuing Education requirements for license renewal
• Excellent verbal and written communication skills
• Strong planning, organizational, and prioritization abilities
• Proficiency in Microsoft Office Suite

Qualifications

Preferred Qualifications:

• Private Equity client experience strongly preferred; candidates with a fast-paced, high-growth book of business will also be considered
• Demonstrated leadership and mentoring experience
• Strong problem-solving and time-management skills
• Experience working collaboratively within a team-based service model

Benefits

Our client’s benefits package includes comprehensive medical, dental, and vision coverage, along with life, accidental, and long-term care insurance. They prioritize financial security and offer resources to support mental health, employee assistance programs (EAP), and fitness initiatives. Additionally, they promote work-life balance and provide opportunities for professional development to help you grow both personally and professionally.

Pay

$110,000 - $125,000 Annually