Managing Director, Claims, M&A and Private Equity Portfolio Solutions Practice

Gallagher•New York, NY

About The Position

Gallagher’s M&A and Private Equity and Portfolio Solutions Practice (GMAPS) is a specialized team committed to navigating the high-stakes, fast-paced world of mergers and acquisitions. The team focuses on reducing uncertainty, safeguarding value, and empowering clients to make informed decisions at every stage of the deal lifecycle. We are seeking an experienced, organized, strategic, and entrepreneurial attorney to lead our claims advocacy practice. This is a highly visible leadership role responsible for shaping how we communicate our unique value proposition with colleagues internally as well as our client base and market partners. The right candidate should be excited to join an early-stage team with the possibility for growth and leadership opportunities. On a day-to-day basis, this individual will lead the GMAPS team’s claims management function, including filing RWI, tax, and contingent insurance claims, guiding clients and their outside counsel through the claims process, advocating for clients in negotiations with insurance carriers, developing and strengthening relationships with their counterparts at insurer partners, and facilitating efficient claims resolutions. The claims lead will also be responsible for retaining and organizing relevant claims-related data, assisting in developing claims-related marketing materials, and speaking on panels and at conferences regarding transactional insurance claims processes and issues. The ideal candidate will have substantial previous experience handling transactional insurance claims, familiarity with the transactional insurance market and network, and an interest in public speaking and client interactions. They will also be able to point to a strong professional reputation, a demonstrated history of excellence in client advocacy, and an entrepreneurial spirit that will help them drive the GMAPS business forward. Most critically, the person in this role will be responsible for pitching and advocating for the GMAPS platform to prospects, clients, and the transactional insurance marketplace. You’ll work closely with the Head of the GMAPS Practice and the heads of the transactional insurance lines to add value for our clients at every stage of the claims process and to assist in the team’s overall sales and marketing strategy and efforts.

Requirements

Bachelor’s degree and JD required.
5+ years of legal practice, ideally including large law firm experience and the handling of transactional insurance claims. Strong understanding of sales concepts, sales processes, sales methodologies.
Advanced Microsoft Office Tools skills: Word, Excel, Access, PowerPoint.

Nice To Haves

Demonstrated history of working directly with sophisticated clients and comfort with providing clear and concise advice and guidance.
Collaborative (internally and externally), energetic, organized, and self-starting. The right person will have an interest in being a growth partner for the business as well as a claims partner for clients and insurers.
Cordial, respectful, and empathetic (both to clients and insurer partners). Ability to strike a balance between zealous client advocacy and collaboration with market partners with which we will engage in repeated negotiations is critical to success.
Familiarity with the transactional insurance ecosystem, including carriers, brokers, and law firms working on the buy-side and as carriers’ counsel.
Entrepreneurial mindset and a bias for action; comfortable working independently and navigating ambiguity.
Excellent communication skills; able to craft and present compelling materials to clients and to the broader transactional marketplace.
Ability to craft creative claims resolution strategies and expertise in negotiating efficient and effective claims resolutions.

Responsibilities

Serve as the “tip of the spear” in the transactional insurance claims management process, including initial client consultations and claims filing.
Analyze provisions of RWI, tax, and contingent policies to determine coverage and respond to coverage defenses.
Bring to bear experience and expertise to guide clients through the claims process, including working seamlessly with outside counsel, advising clients on the use of experts (including determining when expert engagement is necessary), and collaborating with those experts.
Manage communications and negotiations with carriers, including ensuring that claims are managed to an effective resolution while maintaining strong collegial relationships with our insurer partners.
Assist client and counsel in developing strategic approach to claims management tailored to claim type and magnitude (i.e. limit losses, tower losses, etc.).
Persuasively articulate the GMAPS offering and value proposition to prospects, clients, and carriers at sales pitches, meetings, conferences, and events.
Collect and organize claims-related data: e.g. type of claim, industry of insured, magnitude of claim, timing of claim, relevant insurers, claims resolutions, etc.
Generate claims-related marketing content, including annual reports and client presentations.
Attend pitch meetings as part of “one stop shop” service offering to clients.
Attend conferences, events, and panels, including as an expert speaker.
Regularly update transactional insurance team on status of current claims and claims resolutions, including insight into carriers’ claims management processes.
Advise team on policy language points that can be negotiated to streamline and improve the client claims experience.
Participate in transactional insurance team deal/pipeline status meetings to stay abreast of key relationships and overlap any claims related information that could be beneficial to clients’ insurer selection process

Benefits

Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program