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Senior Account Executive - Insurance Mergers and Acquisitions

New York, NY 10016

Posted: 10/13/2022 Employment Type: Permanent Category: Business Professional Job Number: 24457 Pay Rate: 150,000 - 200,000

Job Description

Don't sit on the sidelines thinking about a new job! Take the leap today! Dahl Consulting is currently partnering with a leading company in the insurance industry. We work one-on-one with great candidates to help connect them with employment opportunities. We are hiring a Senior Account Executive for a direct hire role! Interested? Get more details below!
  • Salary: $145,000-$150,000 per year
  • Work Location: Hybrid - NJ or NY Office 
  • Must have experience in Mergers + Acquisitions in the Insurance Industry. 
  • Must have a valid insurance license in NJ or NY. 

What you will do as a Senior Account Executive:
  • Work with our Private Equity partners at the inception of the transaction process, engaging the broader transaction team to establish a diligence kick-off call
  • Ensure the transaction team has been granted data-room access and continuously monitor the data site(s) to ensure information is received and disseminated amongst the transaction team as needed
  • Create a 3rd party insurance diligence checklist and continuously work with external resources to request outstanding information necessary to conduct diligence
  • Review the insurance program of the Target Company to identify material Liabilities that would impact the Buyer's perspective on the business and expeditiously communicate the same to the Buyer
  • Prepare summary comparison exhibits in Excel format outlining existing and proposed program structures from both a coverage and pricing standpoint.
  • Create detailed insurance exhibits in Excel format to include pricing and exposure exhibits/comparisons, a summary of terms and conditions, and other pertinent deal information as necessary
  • Construct and present consolidated findings and recommendations in a detailed written presentation for all workstreams engaged in the diligence process
  • Participate in periodic meetings with the national Financial Institution/Private Equity practice fostering shared knowledge and ideas to improve our diligence capabilities across the enterprise

What you will bring to the role as a Senior Account Executive:
  • 5-7+ years of experience in Property, Casualty, and Workers' Compensation coverage
  • Bachelor's degree
  • Completion of one or more CPCU exams is a plus
  • Strong verbal and written communication skills
  • Strong analytics and ability to think strategically and work in a highly organized fashion
  • Strong mathematical aptitude
  • Proficient in Microsoft Office Suite (Word, PowerPoint and Excel)
  • Highly motivated to grow personally and contribute to the overall growth of the private equity practice both locally and nationally 

Take the first step on your new career path! To submit yourself for consideration for this role, 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 the next steps! For questions or more information about this role, please call our office at (651) 772-9225.

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!

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