ERS Leader, Private Equity and M&A

IMA Financial Group•Atlanta, GA

About The Position

The ERS Leader, Private Equity and M&A is ultimately responsible for the growth and performance of the Private Equity and M&A Practice’s ERS book of business, including fund liability (GPL and VCAP), portfolio company go-forward D&O and runoff/tail coverage, and portfolio programs. The role works with producers, clients, prospects, specialty practice leaders, and internal teams to design, build, sell, implement, and monitor proprietary D&O portfolio programs for private equity clients, and to manage cyber business and programs within the practice. The leader manages strategic book assignments, carrier and market relationships, new business initiatives, complex ERS claims advocacy, client and associate education, and operational processes. The position sets strategy for client reviews and EPIC reporting, creates and communicates the practice’s value proposition and organizational strategy, monitors key performance indicators, manages the practice budget and expenses, and hires, trains, and develops associates as needed. It executes strategy through others, building alignment, capability, and effective collaboration. Travel is required as needed for presentations and networking. The successful candidate supports IMA’s core values and understands the importance of diversity, equity, and inclusion among associates. IMA offers a broad benefits and rewards package; final offer amounts depend on factors including location, relevant experience, knowledge, skills, and abilities.

Requirements

12 or more years of similar or related experience in brokering, underwriting, claims, legal, or risk management.
Four-year college degree.
Expertise with MS Office products.
Expert client-facing skills, including the ability to build confidence, articulate complex concepts, and deliver challenging messages.
Superior written and verbal communication skills.
P&C license.

Nice To Haves

Higher education.
Juris Doctor degree.
Executive Risk/Management Liability designations such as MLIS or RPLU, or other insurance or risk management designations.

Responsibilities

Support and demonstrate IMA’s core values and value diversity, equity, and inclusion among associates.
Own the growth and performance of the Private Equity and M&A Practice’s ERS book of business, including fund liability (GPL and VCAP), portfolio company D&O and runoff/tail coverage, and portfolio programs.
Work with producers, clients, prospects, and specialty practice leaders to design, build, sell, implement, and monitor proprietary D&O portfolio programs for private equity clients.
Work with the Cyber team on cyber book management and performance, including initial discussions with producers, prospects, and clients and oversight of cyber portfolio programs.
Work with the Private Company ERS Leader on strategic new-business and book management, including the player/coach model and ownership of the largest strategic placements and relationships.
Manage book assignments and reassignments to support growth, associate development, expertise, and opportunity.
Collaborate with Sales & Marketing, Production, Carrier Relationships, Public & Private ERS, and Cyber teams.
Drive and support new-business initiatives and serve as a resource to Private Equity and M&A producers.
Manage carrier and market strategy, challenges, and troubleshooting, coordinating with Private and Public Company ERS Leaders as appropriate.
Provide complex ERS claims advocacy with support from the Claims team.
Develop and execute education strategies and publications for internal associates, prospects, and external clients and policyholders on Executive Risk/Management Liability exposures, loss trends, regulatory matters, and risk transfer options.
Set strategy and execute efficiencies in the ClientX process, including internal reviews, business reviews, and other stages and requests.
Use EPIC/Agency Management workflows and other IMA organizational workflows and processes.
Establish and roll out book-of-business, account, and policy identification and reporting processes within EPIC.
Create and deliver the practice’s value proposition.
Establish and monitor key performance indicators for profitability, client experience, and associate satisfaction.
Create and communicate organizational strategy, offerings, initiatives, and structure.
Hire, train, and develop talent and technical strength as needed.
Own the Private Equity and M&A ERS budget and expense management.
Travel as needed for RFP presentations, client presentations, and internal and external networking.
Execute strategy through others, creating alignment and a positive mindset while building capability and collaborating effectively.
Lead processes, understand the business and its critical interdependencies, and weigh short- and long-term decision trade-offs.