Executive Risk Leader, Private Equity and M&A

ESSENTIAL JOB RESPONSIBILITIES

• Consistently supports and exemplifies IMA’s core values
• Serves as a senior advisor to private equity sponsors and portfolio company leadership teams
• 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
• Maintains effective working relationships with client stakeholders, typically including CFOs, General Counsel, and Private Equity sponsors, serving as a point of contact
• Contributes to the development of client proposals and presentations, and can confidently and clearly present proposal materials to clients
• Supports producers with sales efforts related to Executive Risk Solutions (ERS) products, including preparation of marketing materials, coverage comparisons, and strategic recommendations
• Supports producers nationally in positioning executive risk solutions within PE-backed and acquisitive organizations
• Participates in client and prospect meetings, stewardship discussions, and thought leadership initiatives
• Manages, mentors and helps develop colleagues across the executive risk and PE and M&A ecosystem

REQUIRED EXPERIENCE AND SKILLS

• College degree with consideration given to those with an advanced degree (i.e., Juris Doctor, Master’s in finance and/or business administration)
• 7+ years of relevant experience working in executive liability insurance coverage
• Significant experience supporting financial institutions with executive risk solutions
• Existing relationships with senior-level underwriters and insurance company executives
• Displays excellent organizational and communication skills (oral and written)
• Demonstrated ability to lead complex client engagements and influence senior stakeholders
• Experience working in a highly collaborative, matrixed environment
• Proven business development and relationship management capabilities
• Ability to interpret insurance contracts
• Property and casualty license required for state of business and fulfills continuing education requirements to retain license

PREFERRED EXPERIENCE AND SKILLS

• Familiarity with M&A transaction dynamics and transactional insurance solutions preferred
• Existing relationships with private equity sponsors, law firms, lenders, or deal ecosystem partners
• Industry designations such as CPCU, RPLU, ARM, or CIC

COMPENSATION & BENEFITS

Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Well-Being Stipend, Personal and Professional Development.

About the Role

The IMA Financial Group, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Why Join IMA?

• We’ve built a reputation for putting our associates first
• We work in teams. We sell in teams. We win and prosper as a team
• We provide support systems and resources that enable each of our associates to focus on what they do best
• We are recognized nationally as a leader in our industry

Application Instructions

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