Regional Team Lead - M&A / Property & Casualty Broking (New York)
Oliver James Associates
Salary$NegotiableLocationNew York, NY, USAContractPermanentIndustryUnderwriting & ClaimsContactSophie View email address on apply.placed-app.com Regional Team Lead – M&A / Property & Casualty BrokingNew York, NY | HybridAbout the OpportunityAn established and rapidly growing retail broker and advisory firm is seeking an experienced M&A Property & Casualty Broking leader to help drive the next phase of growth within its transaction solutions practice.This is a strategic leadership opportunity for an accomplished broker with deep experience supporting private equity sponsors, strategic acquirers and transaction advisors through complex M&A activity. The successful candidate will play a pivotal role in expanding a high-performing broking team, developing talent, strengthening insurer partnerships and helping shape the long-term direction of the practice.Working closely with national leadership, this individual will combine technical excellence with commercial leadership, helping deliver innovative insurance solutions while building a scalable platform for continued growth.Key ResponsibilitiesLead and develop a specialist M&A Property & Casualty broking team, providing coaching, mentorship and day-to-day leadership.Help define and execute the growth strategy for the practice, including hiring, team development and operational scalability.Act as a senior technical resource on complex domestic and cross-border M&A transactions.Build and maintain strong relationships with private equity firms, corporate clients, legal advisors and other transaction stakeholders.Own and strengthen strategic partnerships with insurance carriers, negotiating market-leading solutions for clients.Collaborate closely with national practice leadership to drive consistent delivery standards and support broader business objectives.Partner with producers and client executives to develop tailored insurance programs that support acquisitions, divestitures and portfolio company needs.Identify opportunities to broaden client relationships through cross-functional collaboration and value-added advisory services.Monitor insurance market trends and emerging risks to ensure clients receive innovative and competitive solutions.Foster a collaborative, high-performance culture focused on technical excellence and exceptional client service.What We’re Looking ForSignificant experience in commercial Property & Casualty insurance with a strong concentration in mergers & acquisitions and private equity transactions.Demonstrated success leading or mentoring broking teams within a complex, client-focused environment.Strong relationships across the commercial insurance carrier marketplace and a proven ability to negotiate complex placements.Deep understanding of transaction-related insurance programs and the broader insurance considerations throughout the M&A lifecycle.Commercially minded with experience contributing to practice growth, business development initiatives and strategic planning.Exceptional communication and stakeholder management skills, with confidence interacting with senior executives, investors and transaction advisors.Ability to manage multiple high-profile engagements in a fast-paced, deadline-driven environment.Collaborative leadership style with a passion for developing people and building high-performing teams.Why This Opportunity?This is an opportunity to join a well-established platform that is investing heavily in the continued expansion of its transaction advisory capabilities. You’ll have the autonomy to influence strategy, build and develop a growing team, deepen relationships across the insurance marketplace and play a key role in shaping one of the firm’s highest-growth business areas.If you’re looking for a leadership role where you can combine technical broking expertise with team building, strategic influence and meaningful career progression, we’d welcome the opportunity to speak with you.
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