Job description

Title : Account Manager Lead-Mergers & Acquisitions, Insurance Location : New York, NY (Hybrid) Job Type : Permanent / Direct-Hire Compensation : $110,000 - $125,000 Annually 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. Job Description In this role, you will: • 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 Qualifications 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 $500Kâ$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 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 clientâs 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. How to Apply Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once weâve reviewed your application details, a recruiter will reach out to you with next steps! Equal Opportunity Statement As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you! #BP.Indeed #LI-TE1 #LI-Hybrid

Requirements

Must-haves

Title : Account Manager Lead-Mergers & Acquisitions, Insurance
Location : New York, NY (Hybrid)
Job Type : Permanent / Direct-Hire
Compensation : $110,000 - $125,000 Annually
Industry: Insurance
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
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 $500Kâ$1M in premium per account

Nice-to-haves

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

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: haleymarketing
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

Professional Development