Senior Private Equity Broker

NFP•Santa Ana, CA

7d•Remote

About The Position

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. This role has the potential to work anywhere in the U.S. The Senior Private Equity Broker is responsible for broking new and renewal business on behalf of private equity sponsors and their portfolio companies, managing all aspects of placements from initial market strategy through policy delivery. This role focuses on the largest and most complex placements and serves as a senior advisor to private equity sponsors across the full investment lifecycle, including pre-acquisition due diligence, transaction execution, post-close integration, and ongoing portfolio risk optimization. The role also carries leadership responsibility for mentoring team members and cultivating strong carrier, sponsor, and advisor relationships.

Requirements

Bachelor’s degree or equivalent.
Minimum seven (7) years of insurance experience, including private equity-backed clients or M&A transactions.
Active P&C license required
Strong leadership and portfolio management skills.
Excellent communication and negotiation capabilities.
Deep understanding of private equity structures, deal cycles, and sponsor priorities.
Strong analytical and problem-solving skills.
Ability to manage complex, fast-paced workloads.

Nice To Haves

Leadership experience preferred.
Advanced industry designation(s) (e.g. CPCU, CIC, ARM) preferred

Responsibilities

Proactively coordinate and manage broking activities around renewals and transactions in accordance with NFP service standards.
Define and execute go-to-market strategies for complex placements to achieve optimal client outcomes.
Lead negotiations with carriers, wholesalers, and specialty markets.
Execute placements demonstrating deep understanding of client risk profiles.
Partner with account management teams to deliver complete, high-quality submissions and client proposals.
Develop creative solutions for difficult placement scenarios.
Partner with account team in presenting proposals and recommendations to clients and internal stakeholders.
Oversee the review of binders and policies for accuracy and alignment with negotiated terms.
Mentor, support and develop brokers and account management team.
Maintain strong carrier and wholesale relationships.
Lead team in executing on NFP’s broking strategies, including strategic carriers, panels, and preferred wholesaler utilization
Demonstrate a strong understanding of a variety of P&C risk financing strategies
Utilize data and analytics to provide insight and enhance client programs.
Serve as senior insurance advisor to private equity sponsors and operating partners.
Lead and support insurance due diligence for acquisitions, including program reviews and gap identification.
Develop post-close insurance structures and integration strategies.
Support deal teams with pro formas and accelerated placement execution.
Advise on portfolio-wide insurance governance and benchmarking.
Collaborate with legal, tax, and transaction advisors.
Demonstrate expertise across PE-relevant coverages including property, casualty, management liability (D&O, EPLI, fiduciary), cyber, environmental, executive risk, transactional liability, and complex excess structures, coordinating with specialty teams as appropriate.