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Account Manager Lead-Mergers & Acquisitions, Insurance
Posted: 09/18/2026
Employment Type:
Permanent
Category: Insurance Specialty
Job Number: 29996
Pay Rate: $110,000 - $125,000 Annually
Work Setting: Hybrid
Job Description
Title: Account Manager Lead-Mergers & Acquisitions, Insurance
Location: New York, NY (Hybrid)
Job Type: Permanent / Direct-Hire
Compensation: $110,000 - $125,000 Annually
Industry: Insurance
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About the Role
Our client is one of the nation's largest and fastest-growing insurance brokerage and consulting firms, offering a comprehensive portfolio of risk management and benefits solutions through a network of specialized national platforms. We are seeking an experienced Account Manager Lead to join their Mergers & Acquisitions specialty team, supporting Property & Casualty (P&C) product placements for a book of Private Equity clients. This is a hybrid opportunity based out of the firm's Lower Manhattan office.
Job Description
In this role, you will:
Qualifications
Required Qualifications:
Benefits
Our client’s benefits package includes comprehensive medical, dental, and vision coverage, along with life, accidental, and long-term care insurance. They prioritize financial security and offer resources to support mental health, employee assistance programs (EAP), and fitness initiatives. Additionally, they promote work-life balance and provide opportunities for professional development to help you grow both personally and professionally.
How to Apply
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps!
Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#BP.Indeed
#LI-TE1
#LI-Hybrid
Location: New York, NY (Hybrid)
Job Type: Permanent / Direct-Hire
Compensation: $110,000 - $125,000 Annually
Industry: Insurance
---
About the Role
Our client is one of the nation's largest and fastest-growing insurance brokerage and consulting firms, offering a comprehensive portfolio of risk management and benefits solutions through a network of specialized national platforms. We are seeking an experienced Account Manager Lead to join their Mergers & Acquisitions specialty team, supporting Property & Casualty (P&C) product placements for a book of Private Equity clients. This is a hybrid opportunity based out of the firm's Lower Manhattan office.
Job Description
In this role, you will:
- Foster and manage overall client relationships to ensure retention of a large market book of business and high client satisfaction
- Support the Producer in developing new business opportunities with existing clients and prospects
- Lead the renewal process for existing clients, including strategy development and marketing negotiations
- Analyze current exposures and develop renewal or new business specifications for marketing
- Negotiate rates and review quotes and coverage for competitiveness and accuracy
- Independently review policies to determine appropriate coverage and identify potential deficiencies
- Prepare marketing summaries, proposals, and client-facing presentations in coordination with the Producer
- Bind insurance coverage and prepare binders and/or delegate certificate issuance
- Review client accounting history, resolve receivable discrepancies, and manage collections
- Provide technical guidance and mentoring to support staff and immediate supervisor
- Participate in the claims process, including submission, follow-up, and communication
- Maintain accurate and complete data within the agency management system
Qualifications
Required Qualifications:
- Bachelor's degree or equivalent combination of education and experience
- Minimum of 8 years of related insurance industry experience
- Minimum of 5 years managing a generalist book of business with large market accounts ranging from $500K–$1M in premium per account
- Active, valid Property & Casualty insurance license
- Ability to meet ongoing Continuing Education requirements for license renewal
- Excellent verbal and written communication skills
- Strong planning, organizational, and prioritization abilities
- Proficiency in Microsoft Office Suite
- Private Equity client experience strongly preferred; candidates with a fast-paced, high-growth book of business will also be considered
- Demonstrated leadership and mentoring experience
- Strong problem-solving and time-management skills
- Experience working collaboratively within a team-based service model
Benefits
Our client’s benefits package includes comprehensive medical, dental, and vision coverage, along with life, accidental, and long-term care insurance. They prioritize financial security and offer resources to support mental health, employee assistance programs (EAP), and fitness initiatives. Additionally, they promote work-life balance and provide opportunities for professional development to help you grow both personally and professionally.
How to Apply
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with next steps!
Equal Opportunity Statement
As an equal opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#BP.Indeed
#LI-TE1
#LI-Hybrid
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