• Support the placement and management of tax insurance policies for corporate clients, private equity firms, and professional advisors involved in complex transactions
• Work closely with brokers, underwriters, tax advisors, and clients to analyze tax exposures and support policy negotiation and placement
• Attend prospective and existing client calls, take notes, and track follow-up items
• Maintain and update the tax insurance pipeline in Monday.com
• Manage master files and supporting documentation for tax insurance placements
• Assist with educating producers on tax insurance products through introductory calls and research
• Review submission materials and provide preliminary comments and feedback
• Conduct tax and transaction-related research
• Draft follow-up diligence questions based on initial submissions
• Prepare submission packages for insurance markets
• Track NBILs and prepare summary comparisons
• Draft internal and client-facing NBIL summaries with recommendations on market participation and structure
• Assist with drafting and marking up tax insurance policy language
• Draft correspondence to clients, underwriters, and internal stakeholders
• Coordinate with CAC’s Legal team on surplus lines and regulatory considerations
• Assist with tax insurance articles, thought leadership pieces, and client alerts
• Support Tax Practice marketing materials and presentations
• Provide day-to-day operational and analytical support, including calls, meetings, and transaction support
• Contribute to improving team processes, organization, and efficiency

Analyst, Tax Insurance

Account Executive

• Manage all aspects of the renewal process, new business preparation and ongoing service needs for clients and prospects
• Collaborate with Producers, Account Executives, Claims team, Account Managers and other team members
• Maintain technical proficiency in all coverages serviced by the team
• Organize people and activities into efficient workflows and manage time effectively
• Negotiate with internal and external groups
• Assist with renewal meetings and present results to established client contacts
• Participate in client meetings and lead when necessary
• Understand complex financial analysis and claims data
• Participate in prospect presentation meetings as needed
• Prepare and process complete renewal submissions for marketing
• Analyze quotes for accuracy and prepare quote spreadsheets
• Analyze data to determine program structure options
• Create client presentations including quotes, spreadsheets, contract comparisons and other marketing materials
• Submit sold business to the insurance market and oversee implementation
• Review insurance company documents for accuracy and submit corrections for revision
• Establish and maintain business relationships with clients, insurance carriers and colleagues
• Perform other duties as assigned

AVP, Account Executive, Financial Lines

• Develop and manage client relationships as the key point of contact during renewal cycles
• Conduct and support stewardship meetings, client meetings, renewals, and strategic insurance reviews
• Coordinate coverage lines outside of P&C to deliver best-in-class service
• Serve as the centralized point of contact for insurance program execution and deliverables
• Collaborate with Account Managers on daily service activities
• Coordinate and lead placement of transaction-related insurance products, including Property & Casualty
• Gather underwriting submissions, negotiate terms, and drive competitive placement strategies
• Partner with M&A advisors and underwriters to meet deal timelines
• Deliver commercial coverage analysis and recommendations
• Support sponsor research, pitch creation, new business presentations, and sales strategies
• Maintain the database of existing sponsor and portfolio company clients
• Research and prepare ideas for sponsor relationships with Producers/Advisors
• Support Epic and Resource Pro efforts to improve client and prospect data accuracy and streamline processes
• Support analytical teams in producing relevant and accurate client and prospect reports
• Maintain relationships with domestic and international insurance markets
• Monitor underwriting appetite, capacity trends, and pricing developments
• Represent the firm at industry events and private equity forums

Account Executive, Insurance Diligence & Private Equity Solutions

• Assist CAC producers and account executives on new and renewal business for eligible Professional & Cyber Solutions practice clients and prospects
• Manage internal sales, marketing, and account service processes for a dedicated book of business
• Provide primary client service responsibility for a dedicated PCS book of business
• Retain and grow the book of business by achieving new business and retention goals
• Review existing program policies and coverage for current clients
• Build layered insurance programs
• Build and maintain relationships with key client contacts and carrier representatives
• Attend seminars, classes, and carrier meetings to stay abreast of products, procedural changes, and market trends
• Assist with renewal meetings and present results to established client contacts
• Coordinate with Cybeta to prepare cyber threat intelligence and limit recommendation analysis
• Participate in client and prospect presentation meetings, leading when necessary
• Prepare and process new business and renewal submissions and oversee implementation
• Analyze quotes and prepare comparisons of all quotes received
• Assist in data analysis to determine program structure options
• Review insurance company documents for accuracy and submit corrections for revision
• Understand complex financial analysis and claims data
• Conduct vendor contract reviews and provide guidance on insurance requirements
• Assist in supervising support staff and managing workflow
• Perform other duties as assigned

Analyst, Tax Insurance

AVP, Account Executive, Financial Lines

Account Executive, Insurance Diligence & Private Equity Solutions

VP, Account Executive – Professional & Cyber Solutions