Executive Risk Leader, Private Equity and M&A

Executive Risk Leader, Private Equity and M&A

Essential job responsibilities include but are not limited to:

• Consistently supports and exemplifies IMA's core values
• Leads executive risk strategy for the firm's National Private Equity & M&A Specialty Practice (including but not limited to the following lines of coverage GPL, VCAP, D&O, EPLI, Crime, Fiduciary, Cyber, Excess lines)
• Serves as a senior advisor to private equity sponsors and portfolio company leadership teams
• Assists in practice strategy, market differentiation, and growth initiatives
• 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
• Markets new and renewal business for Private Equity firms, Venture Capital firms, Family Offices and Private Equitybacked portfolio companies by:
• Analyzing client financial statements and existing insurance contracts
• Identifying gaps and opportunities within insurance programs and developing strategies to improve coverage, structure, and cost
• Communicating with insurance carriers and leveraging negotiation skills to secure favorable terms, conditions, and pricing
• Builds and structures portfolio company insurance programs that align with sponsor objectives, including benchmarking, harmonizing limits and retentions, and identifying opportunities for program efficiencies across the portfolio
• Assists in negotiating standard endorsement suites and preferred terms with key carrier partners to create consistency and efficiency across programs
• Reviews and compares leading insurance company policy forms; clearly communicates key differences and coverage nuances to internal IMA team members, underwriters, and 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

Essential job responsibilities include but are not limited to (continued):

• Collaborates across insurance, employee benefits, retirement, and diligence teams to deliver integrated client solutions

Required experience and skills include but are not limited to:

• 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
• Completes additional duties and takes on additional responsibility as the need arises
• Travel on occasion when business needs arise

Preferred experience and skills include but are not limited to:

• 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

Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following: 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. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.

*These benefits do not apply to internship roles.

Why Join IMA?

We've built a reputation for putting our associates first

What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.

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. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.

We are recognized nationally as a leader in our industry

• 2020-2023 Business Insurance Magazine Best Places to Work in Insurance
• 2023 Inc. Magazine's Best Workplaces
• 2023 Denver Business Journal's Best Places to Work
• 2022-2023 Connecticut Top Work Places
• 2021-2023 Inc. 5000's List of Fastest Growing Companies
• 2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
• 2022-2023 Kansas City Business Journal's Best Places to Work
• 2021-2023 Charlotte Business Journal's Best Places to Work
• 2021-2023 Los Angeles Business Journal's Best Places to Work
• 2021-2023 The Salt Lake City Tribune Top Work Places
• 2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
• 2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
• 2021 Dallas Business Journal's Best Places to Work
• 2021 Alaska Journal of Commerce's Best Workplaces in Alaska

This Job Description is not a complete statement of all duties and responsibilities comprising this position.

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.