Role Description
We are looking to add a Producer / Account Director - Transactional Risk Sales to our growing team. In this role, you will be responsible for advising new and existing customers on transactional risk insurance products available for risks arising in commercial transactions. If you love interacting with a variety of sophisticated stakeholders, leveraging your legal and financial acumen to solve complex issues, we’d love to talk to you.
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Identify and engage in new business opportunities with internal and external contacts.
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Provide insurance expertise in connection with acquisitions and dispositions of assets and businesses.
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Negotiate transactional risk insurance coverage options with insurance carriers, customers, and their attorneys.
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Review transaction and due diligence materials to understand target company profiles and provide preliminary terms.
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Analyze “critical flaws” potentially impacting the transaction and work closely with the legal team on coverage or contractual risk management issues that need to be contemplated in the purchase agreement.
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Leverage deep experience, knowledge, and data, dealing with complex situations requiring creativity and ingenuity to work and close the transaction.
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Serve as primary point of client contact on insurance opportunities from initial engagement through closing and policy issuance.
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Deep understanding of the fundamental concepts, practices, and procedures of transactional risk insurance products and processes.
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Work independently with wide latitude for decision making, communicating with key stakeholders and is seen as an expert on our team leading this important practice.
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Negotiate RWI insurance policies.
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Work in a fast-paced environment, multi-task and make quick decisions while maintaining underwriting integrity.
Qualifications
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Bachelor's degree or equivalent work experience.
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JD Preferred.
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5-7 years of successful Commercial Title/Commercial Real Estate industry experience.
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Proven track record of meeting and exceeding sales goals.
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Requires a valid driver’s license.
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Reputation building client relationships, securing new orders from new customers, and maintaining and expanding business with existing client base.
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Communicates proactively with and responds in a timely manner to clients.
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Compiles lists of prospective customers for use as sales leads, based on information from newspapers, business directories, industry ads, trade shows, Internet Web sites, and other sources.
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Develops and executes a call plan for the area assigned to include calls on and appointments with qualified developers, lenders, investors, real estate agents, brokers and their staff, and attorneys.
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Ideal candidate will have five or more years of M&A experience as an attorney, transactional risk broker, or underwriter, accountant, investment banker, or other deal professional.
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Experience advising business clients on practical insurance solutions to solve complex issues arising in transactions.
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Property & Casualty license and Excess/Surplus Lines license, or the ability to be licensed within the first 60 days of employment.
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Strong written and verbal communication skills.
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Exceptional interpersonal, customer service, sales, and relationship management skills with the ability to leverage AI tools.
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Willingness to travel to industry conferences and customer meetings as necessary.
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Must have strong legal and financial acumen.
Requirements
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Base Salary $250,000.00- $300,000.00 Annually.
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This position may be eligible for bonus pay and/or incentives for production or other goals.
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This hiring range is a reasonable estimate of the base pay range for this position at the time of posting.
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Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
Benefits
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Comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave.
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Employee stock purchase plan.