Account Executive, Private Equity M&A

Gallagher•Kansas City, MO

26d

About The Position

The Account Executive serves as the strategic leader and primary point of contact for Private Equity-backed clients throughout the investment lifecycle, from due diligence and onboarding through renewal planning and exit strategy. The role coordinates internal resources to deliver client-focused solutions, safeguard clients’ balance sheets, optimize insurance expenditures, and support business growth. It requires advanced technical expertise, strong presentation skills, and the ability to navigate complex ownership structures and changing risk profiles. Working closely with Producers, Account Managers, and specialty teams, the Account Executive leads complex engagements and supports team members in delivering excellent service. The role manages a dynamic portfolio and diligence workload, responds to urgent and same-day client needs, provides efficient solutions with minimal follow-up, and maintains clear, timely communication. The Account Executive also identifies renewal restructuring opportunities, reviews insurance programs, and ensures coverage needs are addressed.

Requirements

Bachelor’s degree with at least 5 years of client service and/or claims management experience, or a high school diploma/GED with at least 10 years of client service and/or claims management experience.
Property and Casualty Insurance License.

Nice To Haves

Knowledge or expertise in Private Equity dynamics.
Strong financial acumen, including understanding balance sheets, EBITDA, and accruals.
Experience as a broker.
Strong communication and presentation skills.
Ability to adapt to fast-paced environments, changing client organizations, and varied working styles.

Responsibilities

Serve as the primary point of contact and strategic leader for Private Equity-backed clients throughout the investment lifecycle.
Coordinate internal resources and lead complex client engagements to deliver seamless service.
Manage a dynamic desk that includes diligence reviews and client calls requiring immediate or same-day attention.
Provide timely, effective solutions, including plug-and-play solutions that require minimal follow-up from the diligence team.
Lead by example and delegate tasks effectively to support exceptional service delivery.
Respond to client inquiries within 24 hours and maintain clear communication without unanswered emails or delays.
Identify renewal restructuring opportunities based on M&A activity and performance trends.
Collaborate with diligence, claims, and specialty teams to deliver a high-impact client experience.
Take ownership of the client process and coordinate resources to ensure seamless service delivery.
Understand client values and align Gallagher’s solutions with their specific needs.
Negotiate coverage effectively through retail markets.
Plan strategically for renewals, including restructuring in response to past or upcoming acquisitions.
Anticipate transitions from Guaranteed Cost to Loss Sensitive programs and plan accordingly.
Understand how coverage lines relate to one another and identify and close coverage gaps.
Present to Private Equity firms during diligence reviews, deal evaluations, and prospective client meetings.
Review insurance programs promptly and thoroughly, identifying issues such as policy ratings, missing coverage, incorrect language, or pricing for additional coverages.
Communicate clearly, concisely, and effectively to drive understanding and action.
Maintain and grow a portfolio of business focused on Private Equity and portfolio company needs.