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Provides day-to-day service for commercial insurance clients, resolves questions and policy issues, manages renewals and new business intake, gathers client information, submits applications to insurers, negotiates policy terms, compares coverage options, prepares proposals, processes documentation and invoicing, and maintains accurate account records in Sagitta.

Manage complex commercial insurance programs and advise clients on risk, coverage gaps, renewals, carrier negotiations, compliance, and post-close insurance strategies. Coordinate with clients, producers, underwriters, legal counsel, and transaction advisors to deliver integrated solutions. Serve as the primary client contact while managing policy changes, endorsements, coverage restructuring, and ongoing risk management initiatives.

Lead insurance due diligence for buy-side M&A transactions, assess coverage and exposure, design post-close insurance strategies, negotiate with carriers, and act as primary client advisor to align insurance programs with transaction objectives.

Leads insurance due diligence for buy-side M&A transactions, reviewing policies, claims, loss runs, and exposure data. Identifies coverage gaps and transaction risks, develops post-close insurance strategies, and advises clients on commercial insurance programs, renewals, carrier negotiations, and risk management. Collaborates with producers, underwriters, legal counsel, and transaction advisors while serving as the primary client contact. Requires strong insurance analysis, communication, organization, and problem-solving skills.

The Senior Account Manager - M&A Insurance & Risk Advisory manages complex commercial insurance programs supporting M&A transactions, providing strategic risk guidance to clients.

Supports Employee Benefits Client Executives and Managers with day-to-day account servicing. Responsibilities include preparing meeting materials, processing BORs, updating systems and portals, preparing invoices, supporting reports and filings, assisting with open enrollment, resolving billing and claims issues, maintaining workflow records, and communicating with clients and employees.

Services existing life insurance policies by processing beneficiary, ownership, banking, premium, coverage, lapse, reinstatement, cancellation, claims, and military suspension changes. Communicates with insurance companies, financial institutions, and established clients; sends late-payment notifications; updates client and policy records; and delivers detail-oriented customer service.

Supports commercial insurance brokers and clients by processing policies, endorsements, certificates, applications, renewals, audits, and billing. Analyzes coverage and renewal information, obtains and evaluates quotes, negotiates premiums and commissions, prepares proposals and presentations, answers client questions, maintains account records, and provides administrative support. The role focuses on sports-related commercial insurance accounts and requires accurate, timely service while managing multiple priorities.

Manage complex commercial insurance accounts, support producers, coordinate client service, market renewals and new business, analyze loss and exposure data, negotiate coverage and pricing with carriers, maintain policy documentation, and oversee renewal timelines. The role requires strong client and carrier relationships, detailed policy administration, proficiency with insurance management systems, and a hybrid schedule in California, Illinois, or Nevada.

Manages client relationships and serves as the primary contact for complex commercial insurance accounts. Develops marketing and renewal strategies, analyzes exposures and loss information, negotiates coverage and pricing with carriers, prepares proposals, coordinates binding, maintains policy documentation, and ensures compliance. The role requires strong knowledge of insurance coverages, underwriting, carrier relationships, client service, and commercial insurance brokering, with proficiency in multiple agency and office software systems.