Account Executive, Insurance Diligence & Private Equity Solutions

CAC

. Develop and manage client relationships as the key point of contact during renewal cycles .

Posted 9/21/2026full-timeRemote • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and executing insurance programs, with a strong focus on commercial Property & Casualty insurance coverage. Proficient in project management, communication, and analytical skills to support strategic initiatives and enhance client service.

Highest-signal resume keywords

Commercial P&C Insurance CoverageClient Relationship ManagementProject ManagementNegotiation SkillsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Commercial P&C InsuranceUnderwriting Submission GatheringCompetitive Placement StrategiesCoverage AnalysisPolicy Review

Soft Skills

Excellent Communication SkillsExceptional Organization SkillsStrong Multitasking SkillsDetail-OrientedCustomer Service

Tools & Technologies

Microsoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft Publisher

Certifications & Qualifications

State Specific P&C License

Industry Keywords

Client MeetingsStewardship MeetingsInsurance Program ExecutionM&A AdvisorsPrivate Equity Forums

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s Degree required; substantial work experience may be considered in lieu of degree
State specific P&C license is required
Strong knowledge of commercial P&C insurance coverage lines
7-15 years of relevant work experience required
Excellent communication skills, both verbal and written
Exceptional organization and project management skills
Strong multitasking & time management skills
Detail-oriented with strong policy review capabilities
Proficient in Microsoft Office products (Microsoft Excel, PowerPoint, Word, Publisher)
Professional in appearance and business conduct with strong customer service