• Serve as the primary point of contact for private equity clients, building trusted relationships and delivering strategic guidance.
• Lead the development and execution of client strategies and goals, including risk management planning, coverage design, and renewal negotiations.
• Provide consultative advice on complex issues such as investment options, claims trends, large claims, abnormal utilization results and regulatory changes impacting private equity portfolios.
• Oversee preparation of Requests for Proposal (RFPs), analyze responses, and deliver actionable recommendations to clients.
• Negotiate program terms and costs with carriers, leveraging market expertise to secure optimal outcomes.
• Establishing and contributing to revenue growth goals by identifying and pursuing new business opportunities through cross-selling and relationship expansion.
• Represent the firm in high-level client meetings, presentations, and strategic discussions.
• Mentor and develop team members, fostering a culture of excellence and collaboration.
• Monitor industry trends, emerging risks, and regulatory developments to proactively advise clients and inform strategy.
• Collaborate with leadership on operational improvements, policies, procedures and strategic initiatives that enhance the team, client experience and business performance.
• Cultivate and maintain strong relationships with insurance carriers to ensure competitive terms and responsive service.
• Take ownership of additional projects and responsibilities as assigned by leadership.
   

• Bachelor’s degree in Risk Management, Business Administration, or related field (preferred).
• Minimum of 7+ years of experience in P&C insurance brokerage, casualty underwriting, or complex account management.
• Active Texas General Lines P&C Insurance License.
• In-depth knowledge of casualty coverages, policy language, and private equity risk structures.
• Professional designations such as CPCU or CRIS preferred.
• Working knowledge of Microsoft Office Products.
• Proven ability to lead client relationships and deliver strategic solutions under pressure.
• Exceptional communication, negotiation, and presentation skills with executive-level presence.
• Advanced analytical and problem-solving abilities to address sophisticated client challenges.
• Strong business and personal development mindset with a track record of driving growth and creating impact.
• Ability to mentor and lead teams while collaborating across functions.
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
• Willingness to travel and work outside standard business hours when necessary.
• Legal authorization to work in the United States.