Executive Risk Leader, Private Equity and M&A

IMA Financial Group•Saint Petersburg, FL

3d•Hybrid

About The Position

This role serves as the Executive Risk Leader for IMA's National Private Equity & M&A Specialty Practice. The position involves leading executive risk strategy, advising private equity sponsors and portfolio company leadership, and driving practice growth. Key responsibilities include developing underwriter relationships, marketing new and renewal business, analyzing client needs, structuring insurance programs, and negotiating terms. The role also requires collaborating with internal teams, managing client relationships, and mentoring colleagues.

Requirements

College degree with consideration given to those with an advanced degree (i.e., Juris Doctor, Master’s in finance and/or business administration).
7+ years of relevant experience working in executive liability insurance coverage.
Significant experience supporting financial institutions with executive risk solutions.
Existing relationships with senior-level underwriters and insurance company executives.
Excellent organizational and communication skills (oral and written).
Demonstrated ability to lead complex client engagements and influence senior stakeholders.
Experience working in a highly collaborative, matrixed environment.
Proven business development and relationship management capabilities.
Ability to interpret insurance contracts.
Property and casualty license required for state of business and fulfills continuing education requirements to retain license.
Completes additional duties and takes on additional responsibility as the need arises.

Nice To Haves

Familiarity with M&A transaction dynamics and transactional insurance solutions preferred.
Existing relationships with private equity sponsors, law firms, lenders, or deal ecosystem partners.
Industry designations such as CPCU, RPLU, ARM, or CIC.

Responsibilities

Leads executive risk strategy for the firm’s National Private Equity & M&A Specialty Practice (including GPL, VCAP, D&O, EPLI, Crime, Fiduciary, Cyber, Excess lines).
Serves as a senior advisor to private equity sponsors and portfolio company leadership teams.
Assists in practice strategy, market differentiation, and growth initiatives.
Develops and maintains underwriter relationships and an understanding of the executive liability marketplace.
Markets new and renewal business for Private Equity firms, Venture Capital firms, Family Offices and Private Equity–backed portfolio companies.
Analyzes client financial statements and existing insurance contracts.
Identifies gaps and opportunities within insurance programs and develops strategies to improve coverage, structure, and cost.
Communicates with insurance carriers and leverages negotiation skills to secure favorable terms, conditions, and pricing.
Builds and structures portfolio company insurance programs that align with sponsor objectives.
Assists in negotiating standard endorsement suites and preferred terms with key carrier partners.
Reviews and compares leading insurance company policy forms and communicates key differences and coverage nuances.
Maintains effective working relationships with client stakeholders, typically including CFOs, General Counsel, and Private Equity sponsors.
Contributes to the development of client proposals and presentations.
Supports producers with sales efforts related to Executive Risk Solutions (ERS) products.
Supports producers nationally in positioning executive risk solutions within PE-backed and acquisitive organizations.
Participates in client and prospect meetings, stewardship discussions, and thought leadership initiatives.
Manages, mentors and helps develop colleagues across the executive risk and PE and M&A ecosystem.
Collaborates across insurance, employee benefits, retirement, and diligence teams to deliver integrated client solutions.